Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Cortina Systems 401K Plan Tactical Asset Allocation Moderate | NA | 4.71% | 5.02% | 4.01% | 3.03% | 5.45% | 7.12% | 8.03% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cortina Systems 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 (%) | -0.59 | 4.71 | 5.02 | 4.01 | 3.03 | 5.45 | 7.12 | 8.03 | 0.89 | 15.28 | -17.75 | 17.62 | 12.58 | 8.04 | -4.11 | 10.57 | 2.20 | -6.13 | 3.31 | 12.01 | 6.27 | 2.92 | 13.86 | 23.41 | -14.68 | 19.45 | 19.44 | 15.51 | 17.32 | 24.40 | 10.35 | 7.20 |
| Sharpe Ratio | NA | 0.81 | 0.20 | 0.53 | 0.27 | NA | NA | 0.77 | 0.08 | 1.46 | -1.86 | 1.83 | 1.17 | 1.32 | -0.24 | 1.92 | 0.34 | -0.89 | 0.52 | 1.82 | 1.12 | 0.33 | 1.02 | 2.62 | -2.28 | 1.39 | 1.94 | 1.88 | 1.91 | 4.38 | 1.84 | 1.34 |
| Standard Deviation(%) | NA | 7.56 | 9.16 | 8.94 | 10.20 | NA | NA | 9.10 | 8.03 | 7.54 | 10.30 | 9.61 | 10.59 | 5.03 | 22.31 | 5.19 | 5.93 | 6.93 | 6.31 | 6.59 | 5.55 | 8.85 | 13.51 | 8.90 | 6.86 | 11.86 | 8.34 | 7.09 | 8.59 | 5.41 | 5.01 | 3.65 |
| Draw Down(%) | NA | 6.90 | 18.18 | 18.18 | 18.18 | NA | NA | 18.39 | 1.75 | 6.90 | 18.18 | 4.24 | 13.18 | 3.14 | 17.70 | 2.25 | 5.61 | 11.70 | 5.88 | 6.38 | 5.31 | 6.74 | 10.01 | 5.26 | 16.50 | 9.53 | 8.93 | 5.54 | 10.19 | 2.73 | 5.98 | 1.69 |
| Yield(%) | NA | 3.03 | 4.63 | 4.32 | 3.35 | NA | NA | 4.33 | 0.00 | 3.28 | 3.90 | 6.65 | 4.44 | 3.36 | 2.51 | 0.36 | 4.01 | 1.75 | 3.38 | 5.72 | 2.58 | 2.99 | 2.18 | 2.92 | 2.64 | 10.70 | 9.28 | 6.51 | 3.76 | 5.43 | 3.88 | 7.34 |
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 |
|---|---|---|---|---|
| Cortina Systems 401K Plan Tactical Asset Allocation Moderate |
-0.30%
Dec 2013 - Dec 2016 |
0.77%
Mar 2015 - Mar 2020 |
3.03%
Oct 2013 - Oct 2023 |
3.93%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cortina Systems 401K Plan Tactical Asset Allocation Moderate |
22.58%
Oct 2004 - Oct 2007 |
20.59%
Oct 2002 - Oct 2007 |
13.48%
Apr 2001 - Apr 2011 |
9.78%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart