Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| National Instruments 401(k) Plan Tactical Asset Allocation Moderate | NA | 27.19% | 1.46% | 6.67% | 5.19% | 6.43% | 8.31% | 9.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| National Instruments 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | 27.19 | 1.46 | 6.67 | 5.19 | 6.43 | 8.31 | 9.14 | NA | 8.76 | 16.03 | -20.90 | 13.24 | 16.72 | 8.78 | -3.87 | 17.35 | 3.46 | -3.46 | 2.23 | 11.54 | 8.08 | -0.08 | 16.10 | 30.19 | -3.59 | 15.22 | 14.74 | 15.91 | 15.67 | 22.52 | 8.65 | 6.19 |
| Sharpe Ratio | NA | 0.26 | -0.28 | 0.28 | 0.36 | NA | NA | 0.88 | -0.02 | 0.24 | 1.16 | -1.41 | 1.52 | 1.80 | 1.54 | -0.67 | 3.38 | 0.58 | -0.56 | 0.36 | 1.68 | 1.47 | -0.01 | 1.22 | 2.68 | -0.82 | 1.17 | 1.29 | 2.01 | 1.70 | 4.37 | 1.58 | 1.00 |
| Standard Deviation(%) | NA | 8.94 | 12.05 | 10.93 | 8.80 | NA | NA | 8.33 | 9.16 | 8.97 | 10.17 | 15.83 | 8.69 | 9.18 | 4.80 | 7.78 | 4.95 | 5.56 | 6.18 | 6.08 | 6.85 | 5.44 | 8.81 | 13.09 | 11.25 | 5.52 | 10.44 | 8.87 | 6.82 | 8.65 | 4.99 | 4.77 | 3.87 |
| Draw Down(%) | NA | 6.78 | 23.50 | 25.08 | 25.08 | NA | NA | 25.08 | 0.88 | 6.78 | 8.69 | 25.06 | 4.50 | 10.38 | 2.85 | 10.38 | 1.80 | 4.63 | 9.22 | 6.20 | 6.58 | 5.26 | 8.27 | 9.79 | 5.49 | 7.34 | 8.67 | 11.13 | 5.11 | 10.30 | 1.79 | 6.66 | 2.62 |
| Yield(%) | NA | 5.83 | 7.10 | 6.74 | 5.41 | NA | NA | 5.21 | NA | 0.70 | 6.23 | 7.73 | 6.26 | 7.35 | 5.24 | 3.11 | 2.34 | 6.66 | 3.96 | 4.05 | 3.50 | 3.69 | 2.10 | 4.51 | 5.13 | 2.61 | 11.06 | 6.35 | 7.95 | 3.32 | 4.19 | 5.24 | 6.46 |
Data as of 10/31/2024, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| National Instruments 401(k) Plan Tactical Asset Allocation Moderate |
-0.31%
Apr 2021 - Apr 2024 |
1.75%
Sep 2017 - Sep 2022 |
3.23%
Oct 2013 - Oct 2023 |
5.47%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| National Instruments 401(k) Plan Tactical Asset Allocation Moderate |
19.78%
Apr 2003 - Apr 2006 |
17.70%
Oct 2002 - Oct 2007 |
14.36%
Apr 2001 - Apr 2011 |
10.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart