Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Lookout Inc. 401(k) Plan Tactical Asset Allocation Moderate | 7.27% | NA | 16.15% | -1.13% | 4.51% | 3.83% | 4.67% | 6.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lookout Inc. 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | 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 (%) | -1.44 | 16.15 | -1.13 | 4.51 | 3.83 | 4.67 | 6.20 | 7.27 | NA | 2.72 | 5.18 | -16.74 | 19.94 | 10.97 | 6.92 | -2.91 | 10.28 | 3.04 | -2.33 | 1.34 | 13.01 | 8.93 | -1.49 | 5.89 | 13.69 | -0.12 | 10.66 | 21.93 | 7.63 | 15.92 | 22.98 | 12.84 | 1.40 |
| Sharpe Ratio | NA | -0.21 | -0.70 | 0.14 | 0.21 | NA | NA | 0.71 | 0.06 | -0.40 | 0.12 | -1.93 | 2.21 | 1.16 | 1.13 | -0.56 | 1.85 | 0.53 | -0.38 | 0.23 | 1.86 | 1.63 | -0.13 | 0.48 | 1.44 | -0.26 | 0.77 | 2.29 | 0.75 | 1.50 | 4.22 | 2.87 | -0.23 |
| Standard Deviation(%) | NA | 9.59 | 9.00 | 9.10 | 7.67 | NA | NA | 7.81 | 8.58 | 9.70 | 7.89 | 9.37 | 9.02 | 9.25 | 4.90 | 7.60 | 5.21 | 5.32 | 6.16 | 5.89 | 6.97 | 5.44 | 11.45 | 12.11 | 9.45 | 4.05 | 9.97 | 8.14 | 7.26 | 9.95 | 5.28 | 4.08 | 3.96 |
| Draw Down(%) | NA | 6.82 | 19.22 | 21.20 | 21.20 | NA | NA | 21.20 | 0.72 | 6.82 | 7.27 | 17.33 | 4.28 | 9.46 | 3.22 | 9.73 | 2.16 | 4.39 | 6.05 | 5.97 | 6.55 | 4.03 | 10.87 | 8.72 | 5.42 | 4.49 | 7.04 | 7.60 | 5.47 | 12.13 | 2.99 | 3.78 | 2.61 |
| Yield(%) | NA | 3.84 | 4.68 | 3.94 | 3.77 | NA | NA | 3.62 | NA | 0.20 | 4.45 | 3.10 | 6.63 | 3.12 | 2.24 | 5.92 | 0.19 | 2.35 | 6.13 | 3.63 | 2.69 | 2.15 | 2.48 | 0.81 | 2.01 | 2.35 | 5.80 | 3.88 | 3.54 | 5.32 | 4.44 | 4.32 | 5.62 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lookout Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-3.47%
Dec 2021 - Dec 2024 |
1.58%
Feb 2015 - Feb 2020 |
2.62%
Oct 2013 - Oct 2023 |
3.88%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lookout Inc. 401(k) Plan Tactical Asset Allocation Moderate |
18.11%
Mar 2003 - Mar 2006 |
17.01%
Oct 2002 - Oct 2007 |
11.86%
Apr 2001 - Apr 2011 |
8.85%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart