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 Strategic Asset Allocation - Optimal Moderate | NA | 4.29% | 7.79% | 6.15% | 5.53% | 4.72% | 7.55% | 7.60% |
Data as of 03/31/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| N-LINK CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/30/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 4.29 | 7.79 | 6.15 | 5.53 | 4.72 | 7.55 | 7.60 | -10.09 | 8.92 | 10.38 | 13.71 | -6.32 | 10.73 | 2.77 | -0.48 | 3.18 | 12.54 | 10.78 | -0.86 | 13.64 | 27.69 | -30.35 | 12.56 | 18.03 | 18.47 | 17.79 | 36.53 | -4.14 | 4.43 |
| Sharpe Ratio | NA | -0.89 | 0.32 | 0.30 | 0.53 | NA | NA | 0.56 | -0.90 | 1.05 | 0.68 | 1.98 | -0.95 | 2.71 | 0.34 | -0.07 | 0.55 | 1.97 | 1.53 | -0.07 | 1.18 | 1.39 | -1.24 | 0.82 | 1.84 | 2.38 | 2.21 | 5.01 | -0.56 | 0.25 |
| Standard Deviation(%) | NA | 9.64 | 11.20 | 9.68 | 8.28 | NA | NA | 10.95 | 11.46 | 8.51 | 14.85 | 6.20 | 8.00 | 3.73 | 7.63 | 7.75 | 5.80 | 6.34 | 7.00 | 13.17 | 11.48 | 19.85 | 25.22 | 11.62 | 8.02 | 6.86 | 7.62 | 7.15 | 9.44 | 8.57 |
| Draw Down(%) | NA | 11.97 | 20.80 | 20.80 | 20.80 | NA | NA | 43.00 | 11.15 | 4.52 | 20.80 | 3.66 | 12.47 | 2.36 | 7.06 | 7.80 | 5.55 | 5.54 | 5.87 | 13.02 | 8.57 | 16.71 | 40.13 | 10.12 | 9.73 | 4.67 | 7.72 | 6.16 | 16.45 | 11.90 |
| Yield(%) | NA | 5.85 | 4.58 | 3.93 | 3.70 | NA | NA | 3.33 | 1.21 | 5.48 | 4.34 | 3.56 | 5.08 | 0.71 | 3.32 | 6.06 | 3.69 | 3.50 | 1.14 | 2.01 | 1.56 | 1.78 | 1.34 | 5.84 | 5.58 | 4.43 | 2.55 | 1.91 | 1.52 | 3.29 |
Data as of 03/31/2022, 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 Strategic Asset Allocation - Optimal Moderate |
-8.02%
Feb 2006 - Feb 2009 |
0.40%
Mar 2015 - Mar 2020 |
3.49%
Oct 2007 - Oct 2017 |
4.06%
May 2007 - May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| N-LINK CORPORATION 401K PLAN Strategic Asset Allocation - Optimal Moderate |
28.01%
Mar 2003 - Mar 2006 |
21.97%
Oct 2002 - Oct 2007 |
11.52%
Mar 2003 - Mar 2013 |
9.42%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart