Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate | NA | 17.63% | 1.73% | 5.06% | 7.30% | 8.75% | 8.09% | 8.26% |
Data as of 08/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 11/13/2024 |
| 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 (%) | -0.29 | 17.63 | 1.73 | 5.06 | 7.30 | 8.75 | 8.09 | 8.26 | 11.26 | 10.95 | -14.37 | 3.54 | 16.44 | 12.84 | 20.76 | 11.09 | 6.57 | -0.26 | 5.60 | 10.32 | 17.53 | -1.74 | 16.57 | 33.42 | -26.65 | 10.95 | 12.42 | 9.26 | 14.34 | 23.13 | -1.46 | 4.02 |
| Sharpe Ratio | NA | 1.71 | -0.28 | 0.19 | 0.47 | NA | NA | 0.55 | 0.60 | 0.78 | -1.30 | 0.43 | 0.89 | 1.68 | 0.74 | 2.35 | 0.73 | -0.03 | 0.87 | 1.46 | 2.13 | -0.13 | 1.35 | 1.75 | -1.12 | 0.78 | 1.24 | 1.18 | 1.87 | 2.81 | -0.27 | 0.21 |
| Standard Deviation(%) | NA | 8.70 | 9.98 | 11.78 | 12.61 | NA | NA | 12.17 | 8.63 | 8.64 | 12.10 | 8.17 | 18.24 | 6.79 | 26.14 | 4.45 | 8.69 | 8.68 | 6.39 | 7.06 | 8.21 | 14.00 | 12.21 | 19.00 | 24.72 | 10.25 | 7.38 | 6.01 | 7.15 | 8.00 | 9.44 | 8.19 |
| Draw Down(%) | NA | 4.88 | 22.02 | 23.34 | 23.34 | NA | NA | 40.11 | 4.88 | 9.32 | 20.53 | 5.19 | 23.14 | 3.17 | 8.78 | 2.25 | 7.95 | 9.81 | 5.40 | 7.57 | 6.98 | 14.53 | 8.97 | 17.79 | 39.86 | 6.99 | 7.41 | 3.97 | 6.83 | 7.19 | 15.56 | 10.18 |
| Yield(%) | NA | 4.85 | 3.97 | 4.01 | 3.98 | NA | NA | 4.38 | 0.78 | 4.75 | 3.76 | 2.62 | 5.87 | 2.14 | 4.39 | 0.52 | 3.76 | 6.09 | 5.05 | 3.06 | 4.03 | 2.77 | 4.01 | 3.62 | 5.51 | 6.76 | 7.66 | 5.57 | 5.76 | 3.11 | 4.32 | 4.89 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate |
-7.97%
Feb 2006 - Feb 2009 |
-0.61%
Feb 2004 - Feb 2009 |
5.69%
Oct 2013 - Oct 2023 |
5.88%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDH Energy 401(K) Strategic Asset Allocation - Optimal Moderate |
23.88%
Feb 2009 - Feb 2012 |
18.16%
Feb 2009 - Feb 2014 |
13.84%
Feb 2009 - Feb 2019 |
10.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart