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 Strategic Asset Allocation - Equal Weight Moderate | NA | 14.43% | 7.47% | 6.27% | 4.74% | 6.87% | 6.31% | 5.83% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.17 | 14.43 | 7.47 | 6.27 | 4.74 | 6.87 | 6.31 | 5.83 | 1.98 | 23.96 | -7.85 | 11.67 | 9.28 | 15.47 | -4.81 | 5.78 | 1.54 | 1.40 | 5.23 | 10.76 | 9.94 | 0.80 | 12.89 | 25.47 | -20.80 | 3.86 | 14.88 | 8.81 | 15.78 | 23.38 | -12.37 | -1.28 |
| Sharpe Ratio | NA | 2.00 | 0.70 | 0.66 | 0.51 | NA | NA | 0.48 | 0.26 | 2.38 | -0.71 | 1.20 | 0.49 | 2.18 | -0.68 | 1.09 | 0.17 | 0.17 | 0.79 | 1.59 | 1.64 | 0.07 | 1.27 | 1.25 | -1.02 | 0.09 | 1.79 | 1.37 | 2.46 | 3.58 | -1.63 | -0.33 |
| Standard Deviation(%) | NA | 8.05 | 10.44 | 11.97 | 9.95 | NA | NA | 10.63 | 6.65 | 8.29 | 13.04 | 9.70 | 18.53 | 6.44 | 8.98 | 4.71 | 7.82 | 8.14 | 6.62 | 6.73 | 6.03 | 11.54 | 10.07 | 20.27 | 21.33 | 9.88 | 6.50 | 4.86 | 6.04 | 6.33 | 8.28 | 10.96 |
| Draw Down(%) | NA | 4.99 | 14.79 | 24.19 | 24.19 | NA | NA | 37.44 | 0.95 | 4.99 | 14.79 | 5.10 | 24.19 | 2.88 | 13.45 | 3.85 | 7.38 | 6.80 | 4.47 | 5.57 | 4.63 | 11.33 | 6.70 | 18.94 | 32.16 | 6.71 | 6.73 | 3.04 | 6.50 | 5.85 | 20.14 | 18.38 |
| Yield(%) | NA | 13.68 | 10.16 | 7.75 | 5.68 | NA | NA | 4.40 | 0.87 | 14.03 | 8.45 | 7.31 | 4.71 | 3.82 | 5.23 | 0.65 | 2.81 | 3.30 | 6.10 | 9.78 | 2.26 | 2.37 | 1.79 | 2.03 | 2.38 | 4.42 | 5.72 | 3.73 | 3.43 | 1.85 | 1.27 | 2.82 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.57%
Feb 2006 - Feb 2009 |
-0.09%
Feb 2004 - Feb 2009 |
3.87%
Mar 2010 - Mar 2020 |
3.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.80%
Feb 2009 - Feb 2012 |
15.51%
Feb 2009 - Feb 2014 |
9.44%
Mar 2003 - Mar 2013 |
7.87%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart