Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 6.30% | NA | 9.40% | 5.58% | 3.81% | 6.19% | 5.60% | NA |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2019 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2019.
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 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.50 | 9.40 | 5.58 | 3.81 | 6.19 | 5.60 | NA | 6.30 | 16.98 | -4.92 | 6.83 | 4.15 | -1.34 | 2.95 | 15.26 | 11.06 | -2.65 | 12.44 | 23.10 | -25.50 | 8.29 | 11.78 | 10.15 | 19.11 | 23.46 | -4.58 | 1.70 |
| Sharpe Ratio | NA | 2.30 | 0.67 | 0.45 | 0.62 | NA | NA | 0.49 | 2.30 | -0.69 | 1.24 | 0.50 | -0.17 | 0.44 | 2.21 | 1.42 | -0.18 | 1.08 | 1.25 | -1.12 | 0.52 | 1.16 | 1.43 | 2.85 | 3.68 | -0.70 | -0.08 |
| Standard Deviation(%) | NA | 6.76 | 7.18 | 7.48 | 8.84 | NA | NA | 10.46 | 6.76 | 9.12 | 5.00 | 7.90 | 7.94 | 6.63 | 6.90 | 7.76 | 14.82 | 11.48 | 18.46 | 23.62 | 10.13 | 7.29 | 5.59 | 6.38 | 6.18 | 8.09 | 7.67 |
| Draw Down(%) | NA | 3.53 | 12.81 | 12.81 | 15.77 | NA | NA | 40.46 | 3.53 | 12.81 | 3.86 | 7.07 | 7.85 | 5.33 | 4.77 | 6.72 | 15.77 | 8.93 | 18.78 | 35.86 | 8.56 | 9.05 | 4.55 | 5.04 | 6.03 | 16.00 | 12.91 |
| Yield(%) | NA | 5.93 | 4.38 | 4.15 | 3.82 | NA | NA | 3.74 | 5.93 | 6.38 | 0.68 | 2.86 | 4.70 | 2.92 | 5.74 | 3.02 | 2.75 | 2.84 | 1.62 | 2.93 | 7.24 | 5.90 | 4.68 | 3.24 | 1.87 | 1.93 | 3.85 |
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 - Optimal Moderate |
-8.43%
Feb 2006 - Feb 2009 |
0.04%
Feb 2004 - Feb 2009 |
3.40%
May 2007 - May 2017 |
5.37%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LAIKA INC. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
20.38%
Mar 2003 - Mar 2006 |
15.75%
Oct 2002 - Oct 2007 |
8.94%
Mar 2003 - Mar 2013 |
7.54%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart