Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 22.86% | 3.73% | 7.91% | 6.44% | 7.64% | 7.18% | 8.15% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.21 | 22.86 | 3.73 | 7.91 | 6.44 | 7.64 | 7.18 | 8.15 | NA | 5.48 | 19.20 | -14.94 | 9.96 | 19.51 | 18.00 | -5.83 | 8.96 | 6.81 | -1.47 | 6.14 | 13.96 | 12.75 | -0.20 | 13.37 | 26.62 | -22.63 | 9.71 | 12.62 | 9.13 | 14.68 | 22.31 | -0.09 | 14.18 |
| Sharpe Ratio | NA | 0.03 | -0.12 | 0.36 | 0.41 | NA | NA | 0.57 | 0.08 | -0.13 | 1.63 | -1.16 | 1.10 | 0.97 | 2.09 | -0.69 | 1.86 | 0.80 | -0.18 | 0.96 | 1.96 | 1.74 | -0.02 | 1.14 | 1.51 | -1.07 | 0.70 | 1.34 | 1.01 | 1.67 | 2.81 | -0.11 | 1.38 |
| Standard Deviation(%) | NA | 8.27 | 10.82 | 12.90 | 10.77 | NA | NA | 11.12 | 4.62 | 8.36 | 9.15 | 14.05 | 9.05 | 19.92 | 7.92 | 10.38 | 4.47 | 8.29 | 8.38 | 6.39 | 7.11 | 7.32 | 15.00 | 11.65 | 17.51 | 21.93 | 9.67 | 6.98 | 6.88 | 8.23 | 7.70 | 11.05 | 8.60 |
| Draw Down(%) | NA | 7.03 | 20.84 | 24.24 | 24.24 | NA | NA | 35.37 | 0.32 | 7.03 | 7.66 | 21.22 | 5.66 | 24.24 | 3.51 | 14.51 | 1.95 | 7.01 | 8.22 | 5.33 | 6.61 | 5.80 | 15.30 | 9.64 | 15.71 | 34.79 | 6.47 | 7.14 | 4.55 | 7.24 | 6.99 | 14.52 | 8.39 |
| Yield(%) | NA | 9.20 | 6.11 | 5.19 | 4.74 | NA | NA | 4.19 | NA | 1.18 | 9.01 | 5.48 | 3.01 | 4.92 | 2.16 | 9.65 | 0.56 | 2.62 | 5.63 | 3.37 | 4.02 | 2.68 | 2.74 | 1.93 | 2.18 | 5.33 | 5.02 | 5.24 | 4.18 | 4.34 | 3.42 | 4.06 | 3.60 |
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 |
|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-6.13%
Feb 2006 - Feb 2009 |
0.46%
Feb 2004 - Feb 2009 |
4.77%
Mar 2010 - Mar 2020 |
4.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
19.20%
Feb 2009 - Feb 2012 |
15.85%
Feb 2009 - Feb 2014 |
9.97%
Feb 2009 - Feb 2019 |
9.26%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart