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 Strategic Asset Allocation - Optimal Moderate | 11.59% | NA | 23.57% | 2.69% | 6.72% | 5.66% | 6.74% | 10.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Lookout Inc. 401(k) Plan Strategic Asset Allocation - Optimal 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 (%) | -1.54 | 23.57 | 2.69 | 6.72 | 5.66 | 6.74 | 10.89 | 11.59 | NA | 5.00 | 10.38 | -15.36 | 14.05 | 16.45 | 16.89 | -7.14 | 8.54 | 3.37 | 3.13 | 4.77 | 11.15 | 13.45 | -1.55 | 13.92 | 171.43 | -24.07 | 9.82 | 16.20 | 10.18 | 16.01 | 30.27 | 1.39 | 10.28 |
| Sharpe Ratio | NA | -0.04 | -0.36 | 0.24 | 0.33 | NA | NA | 0.51 | 0.04 | -0.18 | 0.60 | -1.23 | 1.39 | 0.87 | 2.49 | -0.88 | 1.54 | 0.39 | 0.37 | 0.72 | 1.46 | 1.82 | -0.10 | 1.06 | 2.22 | -1.12 | 0.68 | 1.66 | 1.21 | 1.79 | 3.97 | 0.03 | 0.91 |
| Standard Deviation(%) | NA | 8.50 | 11.04 | 12.77 | 10.53 | NA | NA | 19.00 | 7.95 | 8.60 | 10.28 | 13.65 | 10.05 | 18.62 | 6.21 | 9.64 | 5.13 | 8.16 | 8.42 | 6.63 | 7.60 | 7.34 | 15.66 | 13.02 | 77.24 | 22.32 | 10.03 | 7.77 | 6.61 | 8.44 | 7.45 | 9.53 | 8.75 |
| Draw Down(%) | NA | 8.00 | 21.52 | 22.49 | 22.49 | NA | NA | 38.89 | 0.66 | 7.88 | 9.97 | 22.49 | 5.32 | 21.61 | 2.80 | 14.55 | 3.21 | 7.78 | 6.90 | 5.09 | 8.17 | 5.43 | 15.47 | 9.43 | 18.15 | 37.02 | 6.47 | 9.09 | 4.50 | 9.34 | 5.69 | 12.96 | 9.51 |
| Yield(%) | NA | 4.85 | 7.49 | 5.60 | 4.49 | NA | NA | 4.16 | NA | 0.18 | 5.08 | 3.26 | 15.23 | 2.82 | 1.88 | 3.84 | 0.40 | 3.22 | 5.38 | 4.43 | 4.81 | 1.65 | 2.71 | 1.88 | 3.55 | 4.17 | 6.39 | 4.70 | 4.82 | 4.97 | 2.89 | 3.33 | 4.11 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lookout Inc. 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
-6.71%
Feb 2006 - Feb 2009 |
0.80%
Feb 2004 - Feb 2009 |
3.97%
Oct 2013 - Oct 2023 |
6.08%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Lookout Inc. 401(k) Plan Strategic Asset Allocation - Optimal Moderate |
54.87%
Feb 2009 - Feb 2012 |
34.99%
Feb 2009 - Feb 2014 |
19.51%
Mar 2003 - Mar 2013 |
14.87%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart