Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Netcentrics Corporation 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 0.32% | -0.66% | 0.06% | 5.67% | 8.73% | NA | 8.68% |
Data as of 06/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Netcentrics Corporation 401(k) Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 09/02/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.59 | 0.32 | -0.66 | 0.06 | 5.67 | 8.73 | NA | 8.68 | 5.82 | -8.91 | -3.12 | 9.99 | 7.80 | -4.26 | 5.51 | 21.48 | -5.63 | 22.15 | 19.09 | 12.39 | 15.00 | 37.34 | 7.13 | 0.62 |
| Sharpe Ratio | NA | 1.43 | -0.01 | 0.29 | 0.63 | NA | NA | 0.98 | 1.57 | -1.77 | -0.53 | 1.61 | 1.73 | -0.44 | 0.43 | 2.11 | -1.05 | 1.64 | 1.82 | 1.61 | 1.58 | 5.18 | 1.31 | -0.78 |
| Standard Deviation(%) | NA | 3.27 | 5.14 | 5.21 | 8.17 | NA | NA | 7.70 | 3.63 | 5.04 | 5.94 | 6.17 | 4.48 | 9.66 | 12.50 | 10.12 | 6.23 | 11.64 | 8.66 | 6.37 | 8.89 | 7.08 | 4.61 | 2.16 |
| Draw Down(%) | NA | 1.39 | 15.79 | 15.79 | 15.79 | NA | NA | 15.79 | 1.13 | 9.36 | 8.67 | 5.07 | 2.71 | 11.15 | 11.55 | 5.30 | 8.68 | 8.90 | 11.80 | 6.18 | 11.70 | 3.55 | 4.87 | 1.68 |
| Yield(%) | NA | 2.67 | 2.65 | 3.13 | 4.52 | NA | NA | 4.75 | 1.28 | 1.70 | 2.63 | 2.85 | 4.91 | 3.40 | 2.43 | 2.17 | 3.51 | 13.94 | 9.01 | 8.93 | 4.23 | 3.82 | 2.86 | 3.61 |
Data as of 06/30/2016, 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 |
|---|---|---|---|---|
| Netcentrics Corporation 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-1.87%
May 2013 - May 2016 |
-0.67%
Apr 2011 - Apr 2016 |
5.06%
Apr 2006 - Apr 2016 |
8.46%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Netcentrics Corporation 401(k) Retirement Plan Tactical Asset Allocation Moderate |
22.94%
Oct 2004 - Oct 2007 |
22.77%
Oct 2002 - Oct 2007 |
13.66%
Apr 2001 - Apr 2011 |
8.86%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart