Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Tactical Asset Allocation Moderate | NA | -2.83% | 0.86% | 0.79% | 1.51% | 4.23% | 6.89% | 7.68% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.54 | -2.83 | 0.86 | 0.79 | 1.51 | 4.23 | 6.89 | 7.68 | 1.90 | 6.86 | -9.92 | 4.40 | 13.45 | 1.81 | -5.38 | 14.03 | 6.51 | -7.28 | -0.56 | 13.35 | 4.76 | 3.62 | 5.92 | 23.59 | -2.28 | 21.71 | 23.20 | 15.92 | 13.96 | 22.83 | 8.87 | 7.54 |
| Sharpe Ratio | NA | 0.61 | -0.19 | 0.22 | 0.20 | NA | NA | 0.87 | 0.24 | 0.38 | -1.23 | 0.45 | 1.44 | 0.08 | -0.90 | 2.84 | 1.26 | -1.32 | -0.10 | 2.02 | 1.04 | 0.40 | 0.62 | 2.19 | -0.49 | 1.43 | 1.91 | 2.23 | 1.48 | 4.10 | 1.70 | 1.07 |
| Standard Deviation(%) | NA | 7.04 | 8.52 | 8.25 | 7.09 | NA | NA | 7.71 | 6.84 | 6.79 | 9.18 | 9.65 | 9.19 | 5.41 | 7.44 | 4.71 | 4.99 | 5.54 | 5.80 | 6.60 | 4.54 | 8.87 | 9.47 | 10.74 | 6.59 | 13.11 | 10.44 | 6.17 | 8.80 | 5.41 | 4.57 | 4.90 |
| Draw Down(%) | NA | 5.61 | 16.47 | 16.47 | 16.51 | NA | NA | 16.51 | 1.26 | 5.61 | 11.41 | 7.38 | 10.31 | 4.72 | 11.42 | 2.44 | 4.96 | 9.66 | 5.44 | 4.99 | 3.38 | 6.56 | 8.89 | 4.64 | 6.73 | 9.65 | 14.60 | 5.86 | 11.45 | 2.56 | 3.83 | 3.86 |
| Yield(%) | NA | 3.56 | 3.35 | 3.53 | 3.02 | NA | NA | 4.41 | 0.01 | 3.79 | 1.94 | 4.41 | 5.13 | 2.47 | 3.03 | 0.27 | 4.02 | 3.51 | 1.98 | 4.43 | 4.25 | 3.25 | 4.61 | 5.42 | 3.88 | 10.71 | 10.04 | 3.45 | 2.65 | 4.48 | 6.01 | 7.73 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Tactical Asset Allocation Moderate |
-0.65%
Nov 2013 - Nov 2016 |
-0.31%
Feb 2018 - Feb 2023 |
1.51%
Oct 2013 - Oct 2023 |
3.81%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Tactical Asset Allocation Moderate |
25.17%
Oct 2004 - Oct 2007 |
21.08%
Oct 2002 - Oct 2007 |
14.13%
Apr 2001 - Apr 2011 |
10.46%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart