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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.87% | 3.41% | 6.26% | 6.19% | 7.22% | 6.68% | 7.41% |
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 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 (%) | -1.28 | 23.87 | 3.41 | 6.26 | 6.19 | 7.22 | 6.68 | 7.41 | NA | 5.00 | 11.94 | -10.96 | 8.40 | 12.24 | 18.65 | -5.00 | 8.46 | 4.57 | 4.99 | 6.59 | 8.53 | 11.69 | 2.01 | 14.40 | 26.16 | -23.92 | 6.69 | 14.08 | 9.16 | 14.08 | 21.32 | -0.37 | 8.57 |
| Sharpe Ratio | NA | -0.08 | -0.19 | 0.22 | 0.40 | NA | NA | 0.55 | 0.04 | -0.19 | 0.91 | -1.04 | 1.01 | 0.68 | 2.91 | -0.82 | 1.91 | 0.54 | 0.59 | 1.10 | 1.21 | 1.99 | 0.18 | 1.46 | 1.33 | -1.10 | 0.40 | 1.79 | 1.22 | 2.04 | 3.34 | -0.20 | 0.97 |
| Standard Deviation(%) | NA | 8.26 | 9.70 | 11.51 | 9.54 | NA | NA | 10.16 | 7.23 | 8.34 | 8.40 | 11.92 | 8.33 | 17.61 | 5.92 | 7.66 | 4.11 | 8.14 | 8.41 | 5.97 | 7.02 | 5.83 | 11.18 | 9.82 | 19.59 | 22.56 | 9.14 | 6.05 | 5.72 | 6.45 | 6.18 | 7.41 | 6.45 |
| Draw Down(%) | NA | 7.78 | 15.70 | 21.82 | 21.82 | NA | NA | 38.57 | 0.59 | 7.72 | 7.59 | 17.12 | 5.40 | 21.82 | 2.21 | 9.96 | 2.27 | 6.64 | 6.54 | 4.13 | 7.80 | 4.56 | 10.38 | 6.92 | 18.17 | 36.36 | 5.82 | 5.71 | 3.75 | 7.48 | 5.21 | 11.90 | 7.69 |
| Yield(%) | NA | 6.43 | 5.45 | 5.08 | 4.31 | NA | NA | 4.54 | NA | 0.75 | 6.58 | 4.75 | 4.52 | 4.91 | 4.11 | 4.23 | 0.45 | 3.22 | 5.51 | 4.09 | 3.19 | 3.98 | 2.95 | 4.23 | 3.33 | 4.47 | 7.69 | 6.52 | 4.89 | 5.89 | 3.74 | 4.66 | 5.74 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.98%
Feb 2006 - Feb 2009 |
-0.55%
Feb 2004 - Feb 2009 |
4.57%
Oct 2013 - Oct 2023 |
4.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
21.04%
Feb 2009 - Feb 2012 |
15.87%
Feb 2009 - Feb 2014 |
10.16%
Feb 2009 - Feb 2019 |
9.04%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart