Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2020.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | 5.31% | NA | 2.47% | 1.39% | 2.00% | 4.98% | 4.57% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 08/28/2020 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2020.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.92 | 2.47 | 1.39 | 2.00 | 4.98 | 4.57 | NA | 5.31 | 4.98 | 12.66 | -6.41 | 4.27 | 4.88 | -0.83 | 5.48 | 10.83 | 12.82 | -2.34 | 9.63 | 19.35 | -19.84 | 7.01 | 12.70 | 7.78 | 18.63 | 23.04 | -6.49 | -0.35 |
| Sharpe Ratio | NA | 0.44 | 0.24 | 0.40 | 0.62 | NA | NA | 0.49 | 0.31 | 1.85 | -1.00 | 0.73 | 0.59 | -0.11 | 0.92 | 1.72 | 1.89 | -0.20 | 1.04 | 1.34 | -1.09 | 0.43 | 1.59 | 1.23 | 2.77 | 3.36 | -0.82 | -0.33 |
| Standard Deviation(%) | NA | 12.85 | 9.32 | 8.50 | 8.15 | NA | NA | 9.26 | 15.17 | 6.08 | 7.73 | 4.99 | 7.92 | 7.52 | 5.92 | 6.26 | 6.77 | 11.70 | 9.13 | 14.42 | 19.04 | 9.18 | 5.93 | 4.55 | 6.37 | 6.66 | 9.26 | 8.18 |
| Draw Down(%) | NA | 18.92 | 18.92 | 18.92 | 18.92 | NA | NA | 32.97 | 18.90 | 2.98 | 11.82 | 4.35 | 6.82 | 6.49 | 5.22 | 5.96 | 5.39 | 12.94 | 6.88 | 14.30 | 29.98 | 6.68 | 6.45 | 3.16 | 6.03 | 8.35 | 18.52 | 12.66 |
| Yield(%) | NA | 3.32 | 3.30 | 3.20 | 2.87 | NA | NA | 3.46 | 0.37 | 4.10 | 5.81 | 0.73 | 3.61 | 2.73 | 2.20 | 2.59 | 3.20 | 2.71 | 2.38 | 2.41 | 3.15 | 6.69 | 5.42 | 5.19 | 4.14 | 2.88 | 1.69 | 3.77 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.32%
Feb 2006 - Feb 2009 |
0.15%
Mar 2015 - Mar 2020 |
3.63%
Mar 2010 - Mar 2020 |
4.00%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.50%
Mar 2003 - Mar 2006 |
15.13%
Oct 2002 - Oct 2007 |
9.00%
Mar 2003 - Mar 2013 |
7.54%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart