Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ATTACHMATE 401 K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 4.98% | -0.67% | 4.51% | 3.56% | 6.05% | 5.16% | 5.16% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ATTACHMATE 401 K 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 (%) | -0.60 | 4.98 | -0.67 | 4.51 | 3.56 | 6.05 | 5.16 | 5.16 | 0.54 | 8.95 | -13.11 | 2.61 | 20.71 | 20.23 | -11.58 | 16.59 | 2.29 | -1.23 | 3.33 | 9.68 | 11.84 | -3.90 | 12.56 | 30.28 | -28.24 | 9.15 | 12.08 | 7.57 | 15.04 | 19.00 | -3.95 | 0.93 |
| Sharpe Ratio | NA | 0.03 | -0.28 | 0.41 | 0.36 | NA | NA | 0.43 | 0.03 | 0.64 | -1.13 | 0.28 | 1.14 | 2.59 | -1.31 | 3.29 | 0.24 | -0.16 | 0.51 | 1.55 | 1.95 | -0.37 | 1.35 | 1.93 | -1.45 | 0.73 | 1.34 | 1.02 | 2.12 | 2.92 | -0.68 | -0.18 |
| Standard Deviation(%) | NA | 7.29 | 10.01 | 11.63 | 9.93 | NA | NA | 9.89 | 7.89 | 7.35 | 12.82 | 9.32 | 17.92 | 7.26 | 9.81 | 4.85 | 8.73 | 8.09 | 6.51 | 6.23 | 6.05 | 10.68 | 9.21 | 15.65 | 20.07 | 8.45 | 6.59 | 5.29 | 6.66 | 6.26 | 7.49 | 7.47 |
| Draw Down(%) | NA | 7.44 | 21.71 | 21.71 | 21.71 | NA | NA | 39.39 | 1.71 | 7.44 | 19.40 | 6.64 | 21.05 | 3.57 | 17.61 | 1.75 | 7.24 | 9.32 | 5.71 | 7.42 | 5.17 | 12.64 | 7.74 | 15.62 | 38.30 | 6.31 | 7.52 | 4.43 | 6.22 | 5.58 | 13.16 | 10.78 |
| Yield(%) | NA | 4.72 | 3.91 | 3.21 | 2.28 | NA | NA | 3.24 | 0.01 | 5.02 | 2.44 | 4.44 | 2.57 | 1.88 | 1.50 | 0.23 | 1.02 | 2.47 | 1.52 | 3.62 | 3.39 | 3.57 | 4.08 | 2.62 | 4.31 | 6.14 | 3.11 | 4.09 | 4.96 | 3.46 | 3.44 | 4.61 |
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 |
|---|---|---|---|---|
| ATTACHMATE 401 K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-8.54%
Feb 2006 - Feb 2009 |
-1.25%
Feb 2004 - Feb 2009 |
3.52%
Dec 2006 - Dec 2016 |
3.22%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ATTACHMATE 401 K PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.61%
Feb 2009 - Feb 2012 |
14.06%
Feb 2009 - Feb 2014 |
8.22%
Feb 2009 - Feb 2019 |
7.21%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart