Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| N-LINK CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 26.56% | 0.34% | 6.44% | 3.62% | 5.07% | 7.39% | 8.69% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| N-LINK CORPORATION 401K PLAN Tactical Asset Allocation 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 (%) | -1.37 | 26.56 | 0.34 | 6.44 | 3.62 | 5.07 | 7.39 | 8.69 | NA | 4.59 | 13.84 | -20.49 | 15.53 | 16.88 | 4.83 | -7.88 | 10.01 | 5.29 | -5.14 | -1.23 | 12.61 | 10.43 | -1.37 | 14.15 | 28.65 | -5.48 | 19.30 | 16.65 | 13.67 | 15.55 | 34.48 | 7.32 | 6.63 |
| Sharpe Ratio | NA | -0.11 | -0.38 | 0.21 | 0.15 | NA | NA | 0.76 | 0.00 | -0.20 | 0.89 | -1.32 | 1.50 | 1.72 | 0.62 | -1.29 | 1.69 | 0.89 | -0.82 | -0.20 | 1.84 | 1.72 | -0.14 | 0.98 | 2.81 | -1.20 | 1.29 | 1.35 | 1.59 | 1.59 | 5.96 | 1.07 | 0.93 |
| Standard Deviation(%) | NA | 10.15 | 12.84 | 11.81 | 9.40 | NA | NA | 8.95 | 8.88 | 10.23 | 10.81 | 16.56 | 10.32 | 9.67 | 5.56 | 7.14 | 5.55 | 5.71 | 6.34 | 6.17 | 6.84 | 6.02 | 9.82 | 14.30 | 10.17 | 5.35 | 12.68 | 9.90 | 7.24 | 9.16 | 5.67 | 5.83 | 4.65 |
| Draw Down(%) | NA | 9.48 | 23.12 | 25.84 | 25.84 | NA | NA | 25.84 | 0.76 | 9.48 | 10.25 | 25.42 | 4.53 | 11.32 | 3.23 | 13.60 | 4.18 | 6.14 | 9.13 | 8.22 | 6.40 | 4.45 | 9.73 | 10.63 | 5.33 | 7.22 | 11.48 | 14.28 | 6.43 | 12.89 | 3.85 | 8.86 | 2.77 |
| Yield(%) | NA | 3.46 | 5.76 | 5.32 | 4.82 | NA | NA | 4.83 | NA | 0.77 | 3.29 | 6.70 | 5.96 | 4.64 | 4.81 | 3.22 | 0.40 | 6.96 | 4.20 | 7.09 | 7.19 | 4.06 | 3.29 | 3.30 | 4.80 | 3.20 | 7.62 | 4.52 | 3.74 | 3.32 | 5.15 | 5.19 | 7.69 |
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 |
|---|---|---|---|---|
| N-LINK CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
-1.81%
Dec 2021 - Dec 2024 |
-0.64%
Sep 2017 - Sep 2022 |
1.33%
Oct 2013 - Oct 2023 |
4.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| N-LINK CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
23.17%
Jan 2003 - Jan 2006 |
21.90%
Oct 2002 - Oct 2007 |
15.29%
Apr 2001 - Apr 2011 |
11.36%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart