Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 7.01% | 8.86% | 5.65% | 4.81% | 7.10% | 8.43% | 9.04% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.49 | 7.01 | 8.86 | 5.65 | 4.81 | 7.10 | 8.43 | 9.04 | 0.20 | 19.02 | -7.97 | 15.45 | 13.28 | 5.62 | 1.76 | 9.48 | 4.42 | -4.29 | 2.50 | 17.06 | 8.79 | 2.05 | 12.41 | 21.37 | 0.80 | 12.73 | 21.54 | 6.53 | 16.93 | 23.75 | 7.89 | 5.69 |
| Sharpe Ratio | NA | 1.78 | 0.66 | 0.81 | 0.63 | NA | NA | 1.04 | -0.01 | 1.98 | -0.97 | 1.46 | 1.32 | 0.83 | 0.06 | 1.60 | 0.77 | -0.67 | 0.40 | 2.31 | 1.53 | 0.19 | 0.98 | 2.23 | -0.03 | 1.01 | 2.34 | 0.67 | 2.19 | 4.83 | 1.95 | 0.74 |
| Standard Deviation(%) | NA | 7.75 | 9.17 | 8.82 | 7.67 | NA | NA | 7.71 | 7.75 | 7.46 | 9.68 | 10.58 | 9.88 | 5.10 | 7.88 | 5.54 | 5.49 | 6.44 | 6.26 | 7.37 | 5.71 | 10.71 | 12.53 | 9.56 | 4.71 | 9.63 | 7.80 | 6.50 | 7.31 | 4.78 | 3.48 | 4.60 |
| Draw Down(%) | NA | 5.03 | 13.17 | 13.17 | 13.17 | NA | NA | 13.17 | 1.82 | 5.03 | 13.09 | 4.82 | 7.31 | 2.91 | 9.29 | 3.53 | 3.16 | 8.01 | 5.57 | 5.96 | 4.62 | 10.97 | 9.45 | 4.88 | 3.33 | 6.89 | 6.85 | 5.04 | 9.63 | 1.77 | 1.79 | 3.27 |
| Yield(%) | NA | 13.63 | 9.92 | 8.05 | 5.67 | NA | NA | 5.54 | 0.89 | 13.62 | 7.15 | 7.89 | 5.16 | 5.42 | 4.44 | 0.37 | 3.41 | 4.06 | 4.40 | 11.83 | 3.93 | 3.42 | 3.88 | 4.64 | 3.56 | 5.71 | 7.04 | 5.04 | 3.71 | 4.02 | 6.09 | 7.62 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.80%
Dec 2013 - Dec 2016 |
2.12%
Feb 2015 - Feb 2020 |
4.79%
Apr 2013 - Apr 2023 |
6.33%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
17.64%
Mar 2003 - Mar 2006 |
17.44%
Oct 2002 - Oct 2007 |
13.61%
Apr 2001 - Apr 2011 |
10.51%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart