Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GETTY IMAGES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 28.30% | 1.61% | 6.00% | 4.91% | 5.91% | 7.74% | 8.55% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GETTY IMAGES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation 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 (%) | -1.38 | 28.30 | 1.61 | 6.00 | 4.91 | 5.91 | 7.74 | 8.55 | NA | 9.12 | 14.99 | -20.76 | 11.27 | 15.36 | 8.84 | -3.87 | 17.36 | 4.25 | -5.31 | 3.39 | 12.61 | 6.65 | 0.43 | 14.75 | 19.52 | -1.75 | 17.72 | 14.92 | 13.37 | 15.04 | 22.80 | 7.57 | 6.12 |
| Sharpe Ratio | NA | 0.30 | -0.27 | 0.21 | 0.30 | NA | NA | 0.80 | -0.02 | 0.26 | 0.99 | -1.36 | 1.20 | 1.71 | 1.40 | -0.72 | 3.16 | 0.64 | -0.86 | 0.56 | 1.85 | 1.28 | 0.04 | 1.17 | 2.06 | -0.55 | 1.16 | 1.28 | 1.71 | 1.76 | 4.51 | 1.79 | 1.06 |
| Standard Deviation(%) | NA | 9.54 | 12.55 | 11.32 | 9.10 | NA | NA | 8.47 | 9.52 | 9.60 | 10.86 | 16.22 | 9.36 | 8.84 | 5.30 | 7.24 | 5.29 | 6.35 | 6.24 | 5.99 | 6.80 | 5.13 | 10.66 | 12.57 | 9.44 | 4.86 | 12.65 | 9.13 | 6.54 | 8.01 | 4.90 | 3.62 | 3.59 |
| Draw Down(%) | NA | 6.44 | 23.47 | 25.35 | 25.35 | NA | NA | 25.35 | 0.93 | 6.44 | 10.25 | 25.35 | 6.55 | 9.18 | 2.56 | 10.44 | 2.79 | 5.24 | 8.95 | 6.45 | 5.98 | 4.24 | 11.15 | 8.32 | 4.93 | 5.54 | 9.98 | 13.07 | 4.95 | 9.70 | 2.77 | 2.93 | 2.31 |
| Yield(%) | NA | 3.90 | 3.81 | 4.36 | 3.37 | NA | NA | 3.82 | NA | 0.82 | 3.72 | 3.26 | 3.34 | 2.18 | 9.13 | 1.40 | 0.05 | 5.45 | 1.76 | 3.14 | 1.92 | 2.46 | 1.98 | 2.40 | 2.98 | 2.47 | 9.61 | 7.95 | 5.60 | 2.69 | 4.42 | 3.84 | 5.20 |
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 |
|---|---|---|---|---|
| GETTY IMAGES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-0.89%
Apr 2021 - Apr 2024 |
1.02%
Sep 2017 - Sep 2022 |
2.72%
Oct 2013 - Oct 2023 |
4.70%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GETTY IMAGES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.72%
Oct 2004 - Oct 2007 |
17.72%
Oct 2002 - Oct 2007 |
13.14%
Apr 2001 - Apr 2011 |
10.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart