Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Five9 Retirement 401K Strategic Asset Allocation - Equal Weight Moderate | NA | 15.31% | 1.69% | 6.80% | 4.90% | 6.40% | 6.28% | 6.34% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Five9 Retirement 401K Strategic Asset Allocation - Equal Weight 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 (%) | -1.17 | 15.31 | 1.69 | 6.80 | 4.90 | 6.40 | 6.28 | 6.34 | NA | 3.23 | 9.42 | -8.40 | 6.74 | 18.75 | 14.23 | -6.45 | 11.02 | 1.43 | -1.64 | 2.54 | 13.62 | 13.95 | 0.29 | 13.27 | 30.75 | -23.66 | 10.41 | 11.13 | 8.35 | 6.78 | 20.78 | -2.11 | 1.64 |
| Sharpe Ratio | NA | -0.26 | -0.25 | 0.27 | 0.30 | NA | NA | 0.50 | 0.09 | -0.42 | 0.64 | -0.82 | 0.66 | 1.01 | 1.91 | -0.83 | 2.63 | 0.14 | -0.18 | 0.36 | 2.27 | 2.43 | 0.02 | 1.59 | 2.57 | -1.58 | 1.06 | 1.23 | 1.16 | 0.77 | 2.57 | -0.36 | -0.08 |
| Standard Deviation(%) | NA | 7.98 | 9.48 | 11.93 | 10.08 | NA | NA | 9.38 | 7.54 | 7.99 | 8.01 | 11.90 | 10.11 | 18.41 | 6.72 | 9.31 | 3.95 | 8.74 | 9.12 | 7.01 | 5.97 | 5.73 | 11.76 | 8.27 | 11.93 | 15.55 | 7.00 | 6.38 | 5.35 | 7.55 | 7.81 | 8.99 | 7.95 |
| Draw Down(%) | NA | 6.87 | 13.97 | 22.43 | 22.43 | NA | NA | 32.42 | 0.58 | 6.87 | 7.61 | 13.97 | 6.93 | 22.43 | 3.41 | 12.25 | 1.48 | 9.35 | 10.01 | 6.13 | 5.63 | 4.78 | 13.19 | 6.48 | 11.91 | 32.35 | 4.85 | 8.54 | 3.57 | 10.36 | 7.34 | 12.86 | 11.69 |
| Yield(%) | NA | 3.91 | 3.46 | 3.68 | 4.10 | NA | NA | 4.25 | NA | 0.61 | 4.01 | 1.92 | 3.96 | 5.57 | 2.30 | 9.43 | 0.31 | 1.31 | 6.21 | 5.21 | 2.67 | 4.89 | 3.40 | 4.85 | 4.88 | 8.72 | 8.20 | 2.71 | 2.20 | 5.07 | 2.60 | 2.97 | 3.83 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.88%
Feb 2006 - Feb 2009 |
-0.12%
Feb 2004 - Feb 2009 |
3.86%
Oct 2013 - Oct 2023 |
4.64%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Five9 Retirement 401K Strategic Asset Allocation - Equal Weight Moderate |
18.11%
Feb 2009 - Feb 2012 |
15.35%
Feb 2009 - Feb 2014 |
9.04%
Mar 2003 - Mar 2013 |
8.03%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart