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 Strategic Asset Allocation - Equal Weight Moderate | NA | 6.40% | 3.13% | 5.29% | 4.11% | 6.74% | 6.27% | 6.42% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.24 | 6.40 | 3.13 | 5.29 | 4.11 | 6.74 | 6.27 | 6.42 | 0.03 | 11.78 | -12.02 | 11.56 | 13.65 | 17.09 | -7.00 | 8.64 | 5.98 | 0.31 | 4.19 | 9.32 | 13.04 | -1.79 | 14.17 | 30.34 | -25.97 | 7.31 | 16.98 | 12.71 | 14.35 | 21.52 | -0.78 | 1.16 |
| Sharpe Ratio | NA | 0.41 | 0.14 | 0.48 | 0.42 | NA | NA | 0.52 | -0.04 | 1.05 | -1.20 | 1.44 | 0.74 | 2.56 | -0.63 | 1.75 | 0.68 | 0.03 | 0.71 | 1.46 | 2.06 | -0.15 | 1.23 | 1.60 | -1.22 | 0.42 | 1.75 | 1.81 | 1.93 | 4.08 | -0.29 | -0.19 |
| Standard Deviation(%) | NA | 7.04 | 8.89 | 11.02 | 9.89 | NA | NA | 10.49 | 6.87 | 7.18 | 11.12 | 8.01 | 18.23 | 6.12 | 13.12 | 4.57 | 8.53 | 8.21 | 5.91 | 6.34 | 6.31 | 12.21 | 11.48 | 18.85 | 22.01 | 10.18 | 7.82 | 5.82 | 6.96 | 5.10 | 6.42 | 5.95 |
| Draw Down(%) | NA | 6.16 | 18.34 | 21.93 | 21.93 | NA | NA | 39.46 | 1.66 | 6.16 | 18.34 | 4.03 | 21.93 | 3.31 | 11.71 | 2.27 | 6.47 | 7.72 | 4.77 | 6.38 | 4.98 | 11.84 | 7.80 | 17.06 | 38.61 | 7.18 | 9.42 | 3.98 | 8.07 | 3.72 | 10.49 | 8.19 |
| Yield(%) | NA | 3.41 | 3.62 | 3.48 | 2.94 | NA | NA | 3.38 | 0.00 | 3.66 | 3.37 | 3.85 | 3.84 | 2.90 | 3.39 | 0.23 | 2.78 | 3.10 | 2.46 | 2.17 | 2.55 | 2.30 | 1.49 | 2.57 | 4.97 | 7.41 | 6.30 | 5.05 | 3.71 | 2.69 | 2.83 | 4.12 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.38%
Feb 2006 - Feb 2009 |
0.61%
Feb 2004 - Feb 2009 |
4.11%
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 |
|---|---|---|---|---|
| Cortina Systems 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
20.66%
Feb 2009 - Feb 2012 |
16.03%
Oct 2002 - Oct 2007 |
9.68%
Mar 2003 - Mar 2013 |
8.20%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart