Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NETFLIX 401K PLAN Tactical Asset Allocation Moderate | NA | -3.53% | -1.54% | -0.19% | 1.36% | 3.00% | 4.58% | 5.31% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NETFLIX 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.72 | -3.53 | -1.54 | -0.19 | 1.36 | 3.00 | 4.58 | 5.31 | 1.22 | 8.47 | -16.54 | 3.76 | 12.78 | 5.02 | -2.70 | 14.20 | 5.41 | -3.84 | -3.02 | 14.91 | 5.66 | -0.44 | 1.15 | 14.36 | 0.07 | 11.47 | 11.43 | 5.88 | 11.18 | 21.20 | 5.88 | 6.62 |
| Sharpe Ratio | NA | 0.70 | -0.38 | 0.09 | 0.17 | NA | NA | 0.61 | 0.12 | 0.57 | -1.83 | 0.38 | 1.38 | 0.72 | -0.51 | 2.80 | 1.20 | -0.71 | -0.48 | 2.21 | 1.01 | -0.05 | 0.10 | 1.72 | -0.22 | 0.94 | 1.04 | 0.60 | 1.20 | 3.73 | 1.45 | 1.12 |
| Standard Deviation(%) | NA | 7.69 | 8.96 | 8.44 | 7.26 | NA | NA | 7.28 | 7.55 | 7.42 | 9.77 | 9.75 | 9.07 | 5.04 | 7.87 | 4.85 | 4.33 | 5.43 | 6.28 | 6.73 | 5.54 | 9.95 | 11.05 | 8.31 | 3.89 | 9.04 | 7.84 | 6.23 | 8.50 | 5.50 | 3.28 | 3.85 |
| Draw Down(%) | NA | 6.55 | 24.90 | 24.90 | 24.90 | NA | NA | 24.90 | 1.61 | 6.55 | 17.07 | 8.00 | 10.51 | 3.70 | 9.04 | 2.31 | 2.40 | 5.42 | 6.03 | 4.92 | 4.87 | 10.27 | 11.51 | 4.74 | 3.36 | 7.43 | 9.82 | 4.61 | 7.76 | 3.28 | 1.91 | 2.78 |
| Yield(%) | NA | 4.25 | 2.84 | 3.31 | 2.63 | NA | NA | 3.44 | 0.01 | 4.48 | 1.46 | 2.51 | 3.88 | 4.26 | 0.91 | 0.14 | 3.40 | 2.31 | 2.98 | 4.58 | 4.24 | 0.62 | 3.90 | 4.34 | 2.77 | 3.49 | 4.70 | 4.29 | 4.27 | 3.52 | 5.41 | 6.54 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| NETFLIX 401K PLAN Tactical Asset Allocation Moderate |
-2.07%
Dec 2020 - Dec 2023 |
-0.84%
Jan 2018 - Jan 2023 |
1.36%
Oct 2013 - Oct 2023 |
2.77%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETFLIX 401K PLAN Tactical Asset Allocation Moderate |
14.57%
Apr 2003 - Apr 2006 |
12.95%
Oct 2002 - Oct 2007 |
9.42%
Apr 2001 - Apr 2011 |
7.34%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart