Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MLB ONLINE SERVICES INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 26.14% | 3.49% | 10.00% | 7.81% | 8.47% | 8.08% | 8.86% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MLB ONLINE SERVICES INC. 401K 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 (%) | -0.88 | 26.14 | 3.49 | 10.00 | 7.81 | 8.47 | 8.08 | 8.86 | NA | 13.65 | 12.09 | -10.02 | 2.03 | 29.50 | 19.96 | -4.07 | 8.84 | 8.81 | 1.40 | -0.19 | 15.02 | 13.91 | -2.47 | 16.76 | 37.50 | -29.77 | 14.19 | 14.15 | 11.52 | 13.71 | 31.74 | -1.48 | 6.95 |
| Sharpe Ratio | NA | 0.89 | 0.10 | 0.51 | 0.59 | NA | NA | 0.64 | 0.07 | 0.75 | 0.99 | -0.93 | 0.20 | 1.59 | 2.23 | -0.50 | 1.45 | 1.01 | 0.16 | -0.03 | 2.08 | 1.63 | -0.17 | 1.34 | 2.18 | -1.33 | 1.09 | 1.31 | 1.48 | 1.68 | 4.21 | -0.27 | 0.46 |
| Standard Deviation(%) | NA | 9.34 | 10.00 | 12.16 | 10.48 | NA | NA | 11.20 | 9.87 | 9.35 | 7.89 | 12.22 | 10.00 | 18.38 | 8.34 | 10.81 | 5.67 | 8.56 | 8.36 | 7.19 | 7.22 | 8.50 | 14.93 | 12.44 | 17.15 | 23.08 | 10.31 | 8.29 | 6.33 | 7.60 | 7.37 | 9.57 | 10.06 |
| Draw Down(%) | NA | 6.76 | 16.07 | 21.18 | 21.18 | NA | NA | 41.86 | 0.83 | 6.76 | 6.37 | 16.20 | 8.86 | 19.74 | 5.15 | 12.29 | 3.65 | 7.33 | 7.77 | 6.40 | 6.49 | 7.58 | 15.69 | 9.06 | 17.25 | 39.33 | 7.68 | 10.40 | 5.49 | 7.89 | 5.87 | 16.97 | 13.62 |
| Yield(%) | NA | 3.15 | 2.88 | 3.15 | 3.32 | NA | NA | 3.98 | NA | 0.56 | 3.34 | 2.10 | 2.93 | 4.81 | 2.25 | 4.76 | 0.34 | 5.60 | 3.46 | 3.78 | 5.05 | 3.29 | 4.82 | 3.10 | 3.38 | 4.28 | 7.27 | 8.93 | 5.75 | 2.89 | 3.59 | 2.25 | 3.09 |
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 |
|---|---|---|---|---|
| MLB ONLINE SERVICES INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.49%
Feb 2006 - Feb 2009 |
0.08%
Feb 2004 - Feb 2009 |
5.55%
Oct 2007 - Oct 2017 |
5.51%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MLB ONLINE SERVICES INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
23.43%
Feb 2009 - Feb 2012 |
18.49%
Oct 2002 - Oct 2007 |
11.21%
Mar 2003 - Mar 2013 |
10.49%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart