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 - Optimal Moderate | NA | 36.89% | 13.10% | 12.26% | 7.39% | 8.12% | 7.36% | 7.06% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN 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 (%) | -0.81 | 36.89 | 13.10 | 12.26 | 7.39 | 8.12 | 7.36 | 7.06 | NA | 20.67 | 26.24 | -5.56 | 6.99 | 11.44 | 15.78 | -7.04 | 6.24 | 1.32 | -0.27 | 3.06 | 15.05 | 10.29 | 1.19 | 13.36 | 25.53 | -25.23 | 8.35 | 13.39 | 11.19 | 15.21 | 21.67 | -14.49 | 2.96 |
| Sharpe Ratio | NA | 1.88 | 0.95 | 0.75 | 0.54 | NA | NA | 0.48 | 0.07 | 1.74 | 2.76 | -0.55 | 0.67 | 0.62 | 2.08 | -0.77 | 1.18 | 0.13 | -0.03 | 0.44 | 2.19 | 1.38 | 0.09 | 1.16 | 1.29 | -1.14 | 0.55 | 1.32 | 1.74 | 2.43 | 2.61 | -1.13 | 0.05 |
| Standard Deviation(%) | NA | 8.07 | 9.86 | 12.07 | 10.28 | NA | NA | 11.36 | 9.41 | 8.08 | 7.96 | 12.71 | 10.39 | 18.11 | 6.91 | 10.90 | 4.74 | 8.31 | 8.42 | 6.98 | 6.87 | 7.40 | 12.94 | 11.49 | 19.75 | 23.02 | 9.71 | 7.65 | 5.19 | 5.86 | 8.05 | 13.75 | 14.07 |
| Draw Down(%) | NA | 6.23 | 12.93 | 22.96 | 22.96 | NA | NA | 40.33 | 0.63 | 6.12 | 4.72 | 13.62 | 5.86 | 22.96 | 3.65 | 16.50 | 3.97 | 7.59 | 7.63 | 4.90 | 4.79 | 5.80 | 12.39 | 8.83 | 19.05 | 35.70 | 6.11 | 9.29 | 3.42 | 4.93 | 8.09 | 22.29 | 18.45 |
| Yield(%) | NA | 15.46 | 10.58 | 7.90 | 5.99 | NA | NA | 4.34 | NA | 4.55 | 14.75 | 7.88 | 4.41 | 4.87 | 2.40 | 8.07 | 0.66 | 1.71 | 5.29 | 4.86 | 8.02 | 1.65 | 2.35 | 1.43 | 1.79 | 1.74 | 6.01 | 6.10 | 2.88 | 4.20 | 1.32 | 1.36 | 1.53 |
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 |
|---|---|---|---|---|
| LYNDA.COM 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
-8.40%
Feb 2006 - Feb 2009 |
-0.61%
Mar 2015 - Mar 2020 |
3.68%
Sep 2012 - Sep 2022 |
3.58%
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 - Optimal Moderate |
20.32%
Feb 2009 - Feb 2012 |
16.38%
Feb 2009 - Feb 2014 |
9.55%
Mar 2003 - Mar 2013 |
9.25%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart