Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 9.63% | 6.70% | 14.81% | 7.49% | NA | NA | 8.17% |
Data as of 03/31/2014, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 05/30/2014 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.09 | 9.63 | 6.70 | 14.81 | 7.49 | NA | NA | 8.17 | 1.15 | 13.79 | 13.50 | -2.46 | 12.43 | 29.03 | -22.45 | 5.26 | 13.46 | 10.37 | 14.03 | 23.68 | -1.87 | 6.64 |
| Sharpe Ratio | NA | 0.96 | 0.60 | 1.03 | 0.52 | NA | NA | 0.57 | 0.16 | 1.95 | 1.73 | -0.15 | 1.02 | 1.52 | -0.97 | 0.23 | 1.53 | 1.33 | 1.93 | 3.23 | -0.31 | 0.50 |
| Standard Deviation(%) | NA | 7.21 | 10.99 | 11.18 | 12.98 | NA | NA | 12.00 | 7.12 | 7.07 | 7.79 | 16.19 | 12.10 | 19.01 | 24.13 | 9.74 | 6.65 | 6.16 | 6.77 | 7.12 | 9.58 | 8.71 |
| Draw Down(%) | NA | 4.33 | 16.64 | 17.23 | 37.71 | NA | NA | 37.71 | 3.50 | 6.04 | 6.43 | 17.23 | 9.97 | 18.56 | 36.34 | 7.86 | 6.74 | 3.82 | 5.85 | 5.80 | 14.35 | 10.50 |
| Yield(%) | NA | 3.30 | 2.79 | 2.89 | 4.00 | NA | NA | 4.02 | 0.67 | 3.24 | 2.56 | 2.95 | 2.51 | 3.47 | 6.13 | 5.88 | 6.36 | 3.87 | 3.46 | 3.03 | 3.92 | 4.18 |
Data as of 03/31/2014, 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 |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.61%
Feb 2006 - Feb 2009 |
-0.29%
Feb 2004 - Feb 2009 |
7.04%
May 2002 - May 2012 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
20.00%
Feb 2009 - Feb 2012 |
16.00%
Feb 2009 - Feb 2014 |
9.46%
Mar 2003 - Mar 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart