Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 16.98% | 0.35% | 4.69% | 3.68% | 4.52% | 5.32% | 6.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN 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 (%) | -1.12 | 16.98 | 0.35 | 4.69 | 3.68 | 4.52 | 5.32 | 6.04 | NA | 1.79 | 6.31 | -10.64 | 10.03 | 11.81 | 5.36 | -2.72 | 10.75 | 6.26 | -4.31 | 2.52 | 14.88 | 3.30 | 4.87 | 3.09 | 9.07 | 0.91 | 10.84 | 13.26 | 3.22 | 10.35 | 15.92 | 6.38 | 5.79 |
| Sharpe Ratio | NA | -0.38 | -0.54 | 0.13 | 0.22 | NA | NA | 0.64 | 0.07 | -0.49 | 0.28 | -1.39 | 1.12 | 1.31 | 0.91 | -0.55 | 2.01 | 1.38 | -0.83 | 0.45 | 2.23 | 0.72 | 0.60 | 0.30 | 1.33 | 0.00 | 0.85 | 1.40 | 0.17 | 1.42 | 2.77 | 1.41 | 0.90 |
| Standard Deviation(%) | NA | 9.76 | 8.65 | 8.76 | 7.27 | NA | NA | 6.85 | 7.97 | 9.77 | 7.30 | 8.67 | 8.96 | 8.86 | 4.36 | 7.33 | 5.03 | 4.39 | 5.26 | 5.57 | 6.65 | 4.54 | 8.05 | 10.00 | 6.77 | 3.82 | 9.22 | 7.12 | 6.12 | 6.62 | 5.49 | 3.74 | 3.87 |
| Draw Down(%) | NA | 8.39 | 15.29 | 15.75 | 15.75 | NA | NA | 15.75 | 0.63 | 8.39 | 6.88 | 11.38 | 3.77 | 9.76 | 3.17 | 8.77 | 2.63 | 2.80 | 6.03 | 4.36 | 4.94 | 3.73 | 6.88 | 9.11 | 3.96 | 3.42 | 6.49 | 7.97 | 4.04 | 6.14 | 3.95 | 2.23 | 2.88 |
| Yield(%) | NA | 6.22 | 5.48 | 5.15 | 3.83 | NA | NA | 3.76 | NA | 0.65 | 6.25 | 3.46 | 6.14 | 6.92 | 3.04 | 3.27 | 0.10 | 3.76 | 1.46 | 3.68 | 3.33 | 2.57 | 2.14 | 2.93 | 3.32 | 3.07 | 5.61 | 4.65 | 3.47 | 3.34 | 3.64 | 4.37 | 5.23 |
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 |
|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.11%
Dec 2021 - Dec 2024 |
1.43%
Sep 2018 - Sep 2023 |
2.52%
Oct 2013 - Oct 2023 |
3.84%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate |
11.94%
Oct 2004 - Oct 2007 |
11.62%
Oct 2002 - Oct 2007 |
8.36%
Apr 2001 - Apr 2011 |
7.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart