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 Strategic Asset Allocation - Optimal Moderate | NA | 19.82% | 0.37% | 3.72% | 3.58% | 5.51% | 5.44% | 6.80% |
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 Strategic Asset Allocation - Optimal 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 (%) | -1.42 | 19.82 | 0.37 | 3.72 | 3.58 | 5.51 | 5.44 | 6.80 | NA | 4.74 | 9.71 | -13.31 | 4.17 | 11.14 | 15.45 | -9.15 | 12.26 | 4.93 | -1.83 | 4.09 | 11.09 | 13.12 | -1.68 | 16.23 | 30.27 | -28.23 | 10.10 | 13.03 | 9.50 | 12.47 | 30.40 | 0.85 | 12.86 |
| Sharpe Ratio | NA | -0.06 | -0.36 | 0.04 | 0.18 | NA | NA | 0.48 | 0.04 | -0.22 | 0.56 | -1.13 | 0.49 | 0.65 | 2.38 | -1.06 | 2.63 | 0.60 | -0.23 | 0.57 | 1.59 | 1.78 | -0.13 | 1.46 | 1.76 | -1.28 | 0.68 | 1.36 | 1.14 | 1.47 | 3.56 | -0.02 | 1.26 |
| Standard Deviation(%) | NA | 8.44 | 10.59 | 11.78 | 9.85 | NA | NA | 10.76 | 4.59 | 8.56 | 9.69 | 13.01 | 8.50 | 16.86 | 5.91 | 9.86 | 4.43 | 7.92 | 7.94 | 7.13 | 6.97 | 7.34 | 13.64 | 11.09 | 17.10 | 22.80 | 10.43 | 7.16 | 6.42 | 7.86 | 8.35 | 11.16 | 8.39 |
| Draw Down(%) | NA | 5.44 | 21.01 | 23.59 | 23.59 | NA | NA | 41.72 | 0.42 | 5.44 | 10.03 | 21.12 | 5.17 | 23.59 | 3.01 | 16.51 | 2.51 | 6.31 | 9.64 | 6.10 | 7.41 | 5.99 | 13.99 | 8.19 | 16.67 | 38.11 | 7.82 | 8.14 | 4.28 | 6.63 | 7.42 | 14.44 | 8.48 |
| Yield(%) | NA | 4.43 | 4.03 | 3.99 | 3.71 | NA | NA | 4.11 | NA | 0.83 | 4.29 | 3.46 | 3.52 | 4.35 | 3.33 | 4.94 | 0.42 | 4.95 | 3.44 | 4.01 | 2.96 | 4.01 | 3.07 | 4.24 | 4.37 | 5.66 | 6.48 | 5.15 | 4.95 | 3.26 | 3.74 | 3.77 | 5.23 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.97%
Feb 2006 - Feb 2009 |
-1.06%
Feb 2004 - Feb 2009 |
2.31%
Oct 2013 - Oct 2023 |
2.81%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINKEDIN CORPORATION 401K PROFIT SHARING PLAN AND TRUST Strategic Asset Allocation - Optimal Moderate |
20.84%
Feb 2009 - Feb 2012 |
16.71%
Oct 2002 - Oct 2007 |
9.88%
Mar 2003 - Mar 2013 |
8.59%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart