Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Five9 Retirement 401K Tactical Asset Allocation Moderate | NA | 19.50% | 2.15% | 5.50% | 4.37% | 4.66% | 5.93% | 6.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Five9 Retirement 401K 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 (%) | -1.14 | 19.50 | 2.15 | 5.50 | 4.37 | 4.66 | 5.93 | 6.43 | NA | 8.91 | 10.61 | -10.30 | 4.71 | 15.22 | 9.05 | -3.85 | 12.41 | 4.52 | -5.47 | -0.62 | 10.55 | 7.96 | -0.24 | 4.76 | 19.92 | -3.89 | 12.27 | 13.76 | 6.91 | 11.85 | 16.83 | 1.60 | 6.60 |
| Sharpe Ratio | NA | 0.37 | -0.11 | 0.35 | 0.36 | NA | NA | 0.70 | 0.03 | 0.26 | 0.83 | -1.31 | 0.48 | 1.77 | 1.88 | -0.65 | 2.63 | 1.10 | -0.87 | -0.10 | 1.57 | 2.08 | -0.04 | 0.48 | 2.71 | -1.18 | 0.99 | 1.33 | 0.75 | 1.38 | 2.78 | 0.13 | 1.06 |
| Standard Deviation(%) | NA | 9.00 | 8.56 | 8.79 | 7.35 | NA | NA | 7.01 | 13.01 | 8.92 | 7.65 | 8.90 | 9.72 | 8.47 | 4.08 | 7.91 | 4.48 | 3.91 | 6.30 | 6.14 | 6.71 | 3.80 | 7.78 | 9.69 | 7.32 | 4.07 | 9.42 | 7.89 | 6.33 | 7.92 | 5.80 | 3.77 | 4.05 |
| Draw Down(%) | NA | 6.40 | 11.49 | 14.11 | 14.11 | NA | NA | 14.11 | 1.09 | 6.40 | 7.34 | 11.87 | 6.48 | 10.38 | 1.52 | 10.26 | 1.74 | 2.75 | 9.83 | 6.93 | 4.25 | 3.80 | 8.84 | 9.05 | 4.64 | 6.67 | 6.88 | 9.44 | 5.32 | 7.86 | 3.51 | 4.96 | 2.79 |
| Yield(%) | NA | 5.15 | 4.93 | 4.95 | 4.11 | NA | NA | 4.26 | NA | 0.55 | 5.38 | 2.29 | 6.80 | 6.42 | 4.22 | 2.58 | 0.38 | 1.74 | 5.09 | 6.37 | 1.71 | 6.17 | 2.31 | 4.79 | 4.88 | 2.44 | 4.42 | 6.78 | 3.88 | 4.58 | 2.92 | 4.71 | 6.55 |
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 |
|---|---|---|---|---|
| Five9 Retirement 401K Tactical Asset Allocation Moderate |
-0.61%
Dec 2013 - Dec 2016 |
1.16%
Apr 2011 - Apr 2016 |
2.60%
Oct 2013 - Oct 2023 |
3.97%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Five9 Retirement 401K Tactical Asset Allocation Moderate |
14.44%
Oct 2004 - Oct 2007 |
13.22%
Oct 2002 - Oct 2007 |
9.41%
Apr 2001 - Apr 2011 |
7.37%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart