Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| XIO Storage 401K Plan Tactical Asset Allocation Moderate | NA | 5.29% | 4.40% | 5.17% | 4.59% | 4.82% | 5.77% | 6.04% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| XIO Storage 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.86 | 5.29 | 4.40 | 5.17 | 4.59 | 4.82 | 5.77 | 6.04 | 1.42 | 15.78 | -14.92 | 9.71 | 26.21 | 7.85 | -2.80 | 15.33 | 4.42 | -2.08 | 1.01 | 15.56 | 2.51 | -1.41 | 2.64 | 11.03 | -3.70 | 9.66 | 11.04 | 9.74 | 11.62 | 20.61 | 0.12 | 3.41 |
| Sharpe Ratio | NA | 0.90 | 0.11 | 0.54 | 0.49 | NA | NA | 0.64 | 0.11 | 1.10 | -1.46 | 0.67 | 1.72 | 0.71 | -0.55 | 3.21 | 0.97 | -0.41 | 0.16 | 2.45 | 0.49 | -0.15 | 0.22 | 1.23 | -1.63 | 0.70 | 0.98 | 1.30 | 1.44 | 3.65 | -0.45 | 0.68 |
| Standard Deviation(%) | NA | 10.63 | 11.94 | 12.35 | 9.58 | NA | NA | 8.30 | 10.15 | 10.48 | 11.15 | 14.42 | 15.12 | 9.08 | 7.54 | 4.58 | 4.35 | 5.17 | 6.03 | 6.33 | 5.06 | 9.71 | 11.82 | 8.90 | 2.84 | 9.59 | 7.93 | 5.82 | 7.41 | 5.46 | 2.20 | 1.61 |
| Draw Down(%) | NA | 9.86 | 22.16 | 22.16 | 22.16 | NA | NA | 22.16 | 2.36 | 9.86 | 18.21 | 8.62 | 11.07 | 6.37 | 8.04 | 1.80 | 3.31 | 4.25 | 4.80 | 4.46 | 4.90 | 10.05 | 13.74 | 5.47 | 4.07 | 7.20 | 9.91 | 4.41 | 6.62 | 2.03 | 2.21 | 1.32 |
| Yield(%) | NA | 4.63 | 3.68 | 4.09 | 4.03 | NA | NA | 3.02 | 0.00 | 4.86 | 1.21 | 5.15 | 7.25 | 2.33 | 2.11 | 6.91 | 3.70 | 3.85 | 3.36 | 4.27 | 2.51 | 0.01 | 0.86 | 0.68 | 0.80 | 4.16 | 6.55 | 2.75 | 1.51 | 1.44 | 0.98 | 2.21 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| XIO Storage 401K Plan Tactical Asset Allocation Moderate |
0.96%
Oct 2007 - Oct 2010 |
1.39%
Oct 2007 - Oct 2012 |
3.19%
Apr 2010 - Apr 2020 |
4.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| XIO Storage 401K Plan Tactical Asset Allocation Moderate |
16.89%
Apr 2003 - Apr 2006 |
13.12%
Oct 2002 - Oct 2007 |
7.79%
Apr 2003 - Apr 2013 |
7.19%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart