Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation - Equal Weight Moderate | NA | 18.51% | 9.30% | 12.66% | 6.82% | 9.74% | 6.58% | 6.61% |
Data as of 02/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401K RIMKUS Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 05/29/2024 |
| 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 (%) | 0.13 | 18.51 | 9.30 | 12.66 | 6.82 | 9.74 | 6.58 | 6.61 | -8,350.59 | 15.54 | -6.68 | 8.65 | 19.77 | 16.54 | -6.45 | 10.80 | 0.71 | 2.19 | -0.21 | 12.63 | 11.82 | -1.05 | 15.24 | 25.38 | -21.87 | 12.03 | 9.93 | 6.82 | 9.88 | 18.71 | -6.64 | 5.19 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 1.55 | -0.65 | 0.75 | 0.95 | 2.48 | -0.73 | 2.17 | 0.06 | 0.25 | -0.03 | 1.94 | 1.95 | -0.10 | 1.86 | 1.95 | -1.41 | 1.07 | 1.00 | 0.87 | 1.28 | 2.48 | -0.80 | 0.34 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 7.30 | 12.44 | 11.44 | 20.48 | 6.11 | 10.59 | 4.68 | 8.11 | 8.49 | 7.41 | 6.51 | 6.04 | 10.84 | 8.13 | 12.99 | 16.22 | 8.45 | 6.65 | 5.37 | 6.97 | 7.27 | 9.74 | 8.56 |
| Draw Down(%) | NA | 7,697.66 | 7,697.66 | 7,697.66 | 7,697.66 | NA | NA | 7,697.66 | 7,697.66 | 6.41 | 13.56 | 8.37 | 27.18 | 2.83 | 15.06 | 1.87 | 7.87 | 7.72 | 6.61 | 5.97 | 4.92 | 11.01 | 6.19 | 13.90 | 32.22 | 4.94 | 7.90 | 3.38 | 6.30 | 6.97 | 16.38 | 8.67 |
| Yield(%) | NA | 3.69 | 5.57 | 5.77 | 4.59 | NA | NA | 4.32 | 0.73 | 3.84 | 3.82 | 8.56 | 7.58 | 4.28 | 6.46 | 0.48 | 1.12 | 6.44 | 3.00 | 4.92 | 4.35 | 5.13 | 4.57 | 3.36 | 2.69 | 8.00 | 3.76 | 3.75 | 3.02 | 2.52 | 3.23 | 3.74 |
Data as of 02/29/2024, 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 |
|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation - Equal Weight Moderate |
-4.66%
Feb 2006 - Feb 2009 |
0.08%
Mar 2015 - Mar 2020 |
3.63%
Mar 2010 - Mar 2020 |
4.52%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation - Equal Weight Moderate |
18.20%
Feb 2009 - Feb 2012 |
14.85%
Feb 2009 - Feb 2014 |
8.71%
Mar 2003 - Mar 2013 |
8.88%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart