Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.39% | 4.30% | 10.46% | 7.24% | 7.70% | 6.99% | 7.10% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.08 | 21.39 | 4.30 | 10.46 | 7.24 | 7.70 | 6.99 | 7.10 | NA | 6.37 | 11.89 | -6.63 | 10.79 | 26.25 | 18.94 | -7.46 | 9.64 | 3.94 | 0.21 | 1.83 | 14.96 | 11.70 | -1.72 | 13.44 | 24.19 | -22.82 | 8.81 | 11.23 | 7.32 | 12.94 | 22.73 | -4.63 | 0.25 |
| Sharpe Ratio | NA | 0.14 | -0.04 | 0.56 | 0.53 | NA | NA | 0.56 | 0.06 | -0.03 | 0.92 | -0.63 | 1.17 | 1.39 | 2.39 | -0.92 | 1.80 | 0.45 | 0.02 | 0.24 | 2.28 | 1.95 | -0.16 | 1.65 | 1.75 | -1.41 | 0.70 | 1.20 | 1.07 | 1.54 | 2.63 | -0.58 | -0.23 |
| Standard Deviation(%) | NA | 8.66 | 10.09 | 12.18 | 10.22 | NA | NA | 9.74 | 6.97 | 8.73 | 8.29 | 12.66 | 9.19 | 18.72 | 7.34 | 9.56 | 5.00 | 8.24 | 8.17 | 7.48 | 6.55 | 5.98 | 10.67 | 8.11 | 13.79 | 16.81 | 8.34 | 6.62 | 4.81 | 7.78 | 8.37 | 9.81 | 8.87 |
| Draw Down(%) | NA | 6.07 | 14.20 | 21.69 | 21.69 | NA | NA | 34.28 | 0.49 | 6.07 | 7.50 | 14.20 | 7.44 | 21.69 | 4.52 | 14.04 | 2.93 | 7.98 | 8.84 | 5.96 | 5.42 | 4.64 | 11.04 | 5.94 | 13.94 | 31.77 | 6.36 | 7.78 | 4.02 | 7.78 | 9.68 | 17.65 | 11.94 |
| Yield(%) | NA | 3.74 | 3.78 | 3.51 | 3.36 | NA | NA | 3.65 | NA | 0.59 | 3.88 | 2.29 | 5.14 | 4.33 | 1.35 | 2.81 | 0.42 | 3.33 | 6.52 | 3.48 | 4.62 | 3.35 | 3.16 | 3.03 | 2.76 | 4.31 | 6.29 | 4.35 | 4.77 | 2.85 | 2.08 | 3.41 | 4.83 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.20%
Feb 2006 - Feb 2009 |
-0.08%
Feb 2004 - Feb 2009 |
4.54%
Mar 2010 - Mar 2020 |
4.78%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.49%
Dec 2018 - Dec 2021 |
14.76%
Feb 2009 - Feb 2014 |
8.85%
Sep 2011 - Sep 2021 |
9.36%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart