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 Strategic Asset Allocation - Optimal Moderate | NA | 10.41% | -3.51% | 4.84% | 3.48% | 8.99% | 6.41% | 6.44% |
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 Strategic Asset Allocation - Optimal 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 (%) | 0.19 | 10.41 | -3.51 | 4.84 | 3.48 | 8.99 | 6.41 | 6.44 | -123,948.23 | 12.44 | -20.93 | 5.08 | 15.63 | 18.37 | -10.56 | 11.70 | 3.75 | -0.66 | 2.22 | 15.33 | 13.60 | -4.62 | 13.52 | 51.56 | -25.40 | 12.61 | 10.60 | 10.57 | 19.82 | 34.94 | -10.47 | -4.13 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.91 | -1.49 | 0.54 | 0.87 | 2.31 | -1.21 | 1.90 | 0.39 | -0.08 | 0.33 | 2.18 | 1.83 | -0.34 | 1.16 | 2.83 | -1.26 | 0.96 | 0.86 | 1.32 | 1.99 | 3.72 | -0.88 | -0.93 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 9.03 | 14.99 | 9.38 | 17.74 | 7.33 | 9.78 | 5.82 | 9.01 | 8.46 | 6.66 | 7.03 | 7.38 | 13.83 | 11.55 | 18.18 | 20.97 | 9.98 | 8.50 | 6.35 | 9.50 | 9.20 | 13.20 | 6.93 |
| Draw Down(%) | NA | 118,118.73 | 107,708.32 | 107,708.32 | 107,708.32 | NA | NA | 107,708.32 | 118,118.73 | 9.64 | 26.07 | 5.76 | 21.98 | 3.81 | 17.67 | 3.47 | 8.34 | 9.41 | 6.77 | 6.92 | 6.33 | 15.23 | 9.52 | 15.75 | 36.32 | 7.29 | 10.65 | 4.37 | 9.27 | 8.29 | 18.11 | 11.40 |
| Yield(%) | NA | 5.11 | 6.06 | 5.38 | 4.23 | NA | NA | 4.40 | 0.96 | 5.01 | 4.45 | 7.51 | 5.50 | 3.01 | 3.03 | 0.45 | 1.10 | 5.82 | 5.62 | 4.11 | 2.81 | 3.21 | 2.77 | 3.35 | 7.33 | 9.62 | 6.85 | 8.99 | 4.42 | 3.33 | 0.42 | 1.53 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.24%
Feb 2006 - Feb 2009 |
-0.93%
Sep 2017 - Sep 2022 |
2.05%
Oct 2013 - Oct 2023 |
3.99%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Neya Systems LLC 401(k) Profit Sharing Strategic Asset Allocation - Optimal Moderate |
25.33%
Mar 2003 - Mar 2006 |
19.19%
Feb 2009 - Feb 2014 |
12.93%
Mar 2003 - Mar 2013 |
10.49%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart