Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 12.92% | -2.94% | 1.35% | 0.72% | 2.12% | 4.59% | 5.55% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST 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 (%) | -1.06 | 12.92 | -2.94 | 1.35 | 0.72 | 2.12 | 4.59 | 5.55 | NA | -0.54 | 3.26 | -14.67 | 4.43 | 12.35 | -1.65 | -8.26 | 11.47 | 7.01 | -7.05 | -0.91 | 10.00 | 8.19 | -2.83 | 5.56 | 25.77 | -1.62 | 12.46 | 16.17 | 9.69 | 11.99 | 19.37 | 7.95 | 4.35 |
| Sharpe Ratio | NA | -0.49 | -0.85 | -0.20 | -0.17 | NA | NA | 0.48 | 0.08 | -0.72 | -0.12 | -1.85 | 0.42 | 1.25 | -0.55 | -1.26 | 1.89 | 1.04 | -1.16 | -0.11 | 1.41 | 1.41 | -0.24 | 0.50 | 2.76 | -0.42 | 0.73 | 1.42 | 1.19 | 1.33 | 3.57 | 1.57 | 0.38 |
| Standard Deviation(%) | NA | 9.73 | 8.88 | 9.40 | 8.02 | NA | NA | 8.19 | 9.60 | 9.85 | 7.98 | 8.67 | 10.51 | 9.72 | 5.61 | 7.57 | 5.73 | 6.52 | 6.11 | 8.13 | 7.09 | 5.76 | 11.76 | 11.03 | 9.29 | 6.03 | 12.88 | 9.09 | 6.32 | 8.31 | 5.23 | 4.37 | 5.41 |
| Draw Down(%) | NA | 7.02 | 18.43 | 21.93 | 22.06 | NA | NA | 22.06 | 0.68 | 7.02 | 9.50 | 15.58 | 6.46 | 10.99 | 6.64 | 14.54 | 3.99 | 4.27 | 9.78 | 7.36 | 6.86 | 4.66 | 13.19 | 9.62 | 4.69 | 6.73 | 10.31 | 11.23 | 4.79 | 6.99 | 3.37 | 2.38 | 5.22 |
| Yield(%) | NA | 4.75 | 2.94 | 2.79 | 2.48 | NA | NA | 3.42 | NA | 0.83 | 4.42 | 1.96 | 1.69 | 3.34 | 1.81 | 1.55 | 0.44 | 3.94 | 1.80 | 3.70 | 4.47 | 4.97 | 2.43 | 3.81 | 3.87 | 3.03 | 4.93 | 3.08 | 2.70 | 4.28 | 4.14 | 6.54 | 4.92 |
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 |
|---|---|---|---|---|
| LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate |
-4.94%
Apr 2021 - Apr 2024 |
-2.64%
Feb 2018 - Feb 2023 |
-0.41%
Oct 2013 - Oct 2023 |
1.47%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate |
18.18%
Oct 2004 - Oct 2007 |
16.11%
Oct 2002 - Oct 2007 |
11.18%
Apr 2001 - Apr 2011 |
8.33%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart