Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 18.99% | 2.95% | 6.02% | 5.13% | 5.94% | 7.18% | 8.10% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Tactical Asset Allocation 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 (%) | -1.44 | 18.99 | 2.95 | 6.02 | 5.13 | 5.94 | 7.18 | 8.10 | NA | 4.71 | 9.87 | -10.94 | 11.73 | 11.08 | 10.57 | -2.61 | 11.30 | 3.66 | -1.85 | -0.56 | 11.31 | 9.63 | 2.95 | 10.18 | 15.97 | 2.05 | 13.07 | 19.00 | 5.82 | 13.25 | 20.22 | 9.16 | 7.04 |
| Sharpe Ratio | NA | -0.03 | -0.26 | 0.27 | 0.37 | NA | NA | 0.83 | 0.07 | -0.18 | 0.76 | -1.35 | 1.30 | 1.17 | 1.96 | -0.53 | 2.15 | 0.69 | -0.31 | -0.08 | 1.67 | 1.75 | 0.27 | 0.84 | 1.73 | 0.20 | 1.03 | 2.16 | 0.60 | 1.75 | 4.16 | 1.86 | 1.03 |
| Standard Deviation(%) | NA | 10.33 | 9.04 | 9.09 | 7.60 | NA | NA | 7.58 | 8.22 | 10.40 | 7.35 | 9.15 | 8.97 | 9.24 | 4.68 | 7.46 | 4.97 | 5.00 | 6.11 | 7.31 | 6.76 | 5.47 | 10.78 | 12.06 | 9.18 | 5.53 | 9.75 | 7.27 | 6.13 | 7.04 | 4.69 | 4.34 | 4.59 |
| Draw Down(%) | NA | 8.32 | 12.17 | 13.63 | 13.63 | NA | NA | 13.63 | 0.68 | 8.32 | 5.92 | 12.84 | 4.54 | 11.45 | 2.38 | 9.14 | 3.18 | 3.67 | 6.41 | 6.79 | 6.94 | 4.46 | 10.73 | 9.18 | 4.66 | 4.15 | 6.41 | 6.08 | 4.36 | 9.87 | 2.09 | 4.50 | 3.09 |
| Yield(%) | NA | 5.52 | 4.72 | 4.63 | 3.69 | NA | NA | 4.48 | NA | 0.81 | 5.24 | 3.26 | 4.90 | 5.60 | 3.93 | 3.45 | 0.23 | 3.29 | 2.65 | 3.87 | 6.29 | 4.07 | 2.65 | 4.25 | 4.94 | 4.09 | 4.17 | 6.80 | 4.79 | 4.35 | 3.96 | 6.81 | 8.60 |
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 |
|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.39%
Dec 2013 - Dec 2016 |
1.86%
Dec 2013 - Dec 2018 |
3.37%
Oct 2013 - Oct 2023 |
5.09%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
16.40%
Oct 2004 - Oct 2007 |
15.55%
Oct 2002 - Oct 2007 |
12.15%
Apr 2001 - Apr 2011 |
9.18%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart