Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Neya Systems LLC 401(k) Profit Sharing Tactical Asset Allocation Moderate | NA | 12.42% | -4.82% | 2.09% | 1.81% | 4.27% | 5.65% | 6.60% |
Data as of 02/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Neya Systems LLC 401(k) Profit Sharing Tactical Asset Allocation Moderate | 12/31/2000 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.14 | 12.42 | -4.82 | 2.09 | 1.81 | 4.27 | 5.65 | 6.60 | -123,318.55 | 9.54 | -18.89 | 5.20 | 15.17 | 1.09 | -7.03 | 14.11 | 11.66 | -6.21 | -3.56 | 13.85 | 8.91 | -7.51 | 3.66 | 26.92 | -5.86 | 16.76 | 14.96 | 15.20 | 22.26 | 25.91 | 6.48 | 2.41 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.66 | -1.90 | 0.51 | 1.50 | -0.05 | -1.14 | 2.24 | 1.82 | -1.20 | -0.57 | 2.00 | 1.55 | -0.69 | 0.32 | 2.66 | -1.06 | 1.11 | 1.22 | 2.03 | 2.20 | 4.51 | 1.67 | 0.10 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 7.99 | 10.69 | 10.19 | 9.94 | 5.82 | 7.33 | 6.03 | 6.28 | 5.20 | 6.28 | 6.92 | 5.69 | 10.99 | 11.27 | 10.08 | 6.40 | 12.36 | 9.59 | 6.43 | 9.69 | 5.60 | 3.22 | 1.08 |
| Draw Down(%) | NA | 118,026.93 | 106,150.86 | 106,150.86 | 106,150.86 | NA | NA | 106,150.86 | 118,026.93 | 8.88 | 19.37 | 6.06 | 12.63 | 6.65 | 13.27 | 4.21 | 3.52 | 7.44 | 8.57 | 4.89 | 6.02 | 12.12 | 10.75 | 5.15 | 10.06 | 9.14 | 14.19 | 5.15 | 10.77 | 3.11 | 3.29 | 0.71 |
| Yield(%) | NA | 5.14 | 6.13 | 5.02 | 4.50 | NA | NA | 4.22 | 0.93 | 4.99 | 4.47 | 8.25 | 3.60 | 3.09 | 3.11 | 0.54 | 3.17 | 7.28 | 5.72 | 5.15 | 3.97 | 2.91 | 2.93 | 3.61 | 2.53 | 9.85 | 7.37 | 3.63 | 2.95 | 3.14 | 1.66 | 2.16 |
Data as of 02/29/2024, 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 |
|---|---|---|---|---|
| Neya Systems LLC 401(k) Profit Sharing Tactical Asset Allocation Moderate |
-4.15%
Apr 2021 - Apr 2024 |
-2.23%
Feb 2018 - Feb 2023 |
0.68%
Oct 2013 - Oct 2023 |
2.55%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Neya Systems LLC 401(k) Profit Sharing Tactical Asset Allocation Moderate |
23.72%
Apr 2003 - Apr 2006 |
20.56%
Oct 2002 - Oct 2007 |
12.61%
Apr 2001 - Apr 2011 |
9.78%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart