Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Optimal Moderate | NA | 26.46% | 0.59% | 8.49% | 7.39% | 8.29% | 7.39% | 8.19% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Expedia Retirement Savings 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 (%) | -1.18 | 26.46 | 0.59 | 8.49 | 7.39 | 8.29 | 7.39 | 8.19 | NA | 8.29 | 12.16 | -13.46 | 4.24 | 34.62 | 15.16 | -2.40 | 12.60 | 6.13 | -1.40 | 2.17 | 21.48 | 13.27 | -3.55 | 14.69 | 24.12 | -26.14 | 11.15 | 11.23 | 8.80 | 14.67 | 26.19 | -0.75 | 9.64 |
| Sharpe Ratio | NA | 0.31 | -0.16 | 0.43 | 0.50 | NA | NA | 0.58 | 0.06 | 0.17 | 0.89 | -1.06 | 0.43 | 1.78 | 1.56 | -0.35 | 2.57 | 0.72 | -0.16 | 0.33 | 2.96 | 1.68 | -0.25 | 1.34 | 1.38 | -1.20 | 0.88 | 1.06 | 1.10 | 1.85 | 3.23 | -0.19 | 0.91 |
| Standard Deviation(%) | NA | 9.89 | 11.15 | 13.00 | 10.94 | NA | NA | 11.08 | 7.90 | 9.95 | 8.89 | 13.97 | 9.72 | 19.34 | 8.83 | 10.49 | 4.65 | 8.26 | 8.72 | 6.53 | 7.24 | 7.86 | 14.23 | 10.94 | 17.39 | 22.60 | 9.28 | 7.54 | 6.01 | 7.43 | 7.90 | 9.58 | 8.03 |
| Draw Down(%) | NA | 7.65 | 20.35 | 27.44 | 27.44 | NA | NA | 38.11 | 0.68 | 7.65 | 7.58 | 20.90 | 10.46 | 19.90 | 4.90 | 12.11 | 1.92 | 7.17 | 9.23 | 4.65 | 5.33 | 6.66 | 15.93 | 8.25 | 16.95 | 36.86 | 6.77 | 8.25 | 4.26 | 6.53 | 5.96 | 15.11 | 9.25 |
| Yield(%) | NA | 5.08 | 4.76 | 4.64 | 4.92 | NA | NA | 4.71 | NA | 0.76 | 4.81 | 6.26 | 2.59 | 6.99 | 1.42 | 7.82 | 6.54 | 3.08 | 5.04 | 3.95 | 6.08 | 6.11 | 3.56 | 4.06 | 3.37 | 4.91 | 5.02 | 4.17 | 5.52 | 5.14 | 3.03 | 3.92 | 4.25 |
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 |
|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Optimal Moderate |
-7.64%
Feb 2006 - Feb 2009 |
-0.48%
Feb 2004 - Feb 2009 |
4.91%
Feb 2006 - Feb 2016 |
5.26%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Expedia Retirement Savings Plan Strategic Asset Allocation - Optimal Moderate |
18.83%
Mar 2003 - Mar 2006 |
16.52%
Feb 2009 - Feb 2014 |
10.96%
Sep 2011 - Sep 2021 |
9.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart