Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Tactical Asset Allocation Moderate | NA | 22.14% | 1.02% | 4.69% | 3.98% | 4.27% | 5.29% | 6.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) 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 (%) | -1.26 | 22.14 | 1.02 | 4.69 | 3.98 | 4.27 | 5.29 | 6.27 | NA | 4.76 | 4.30 | -11.85 | 5.73 | 14.97 | 5.11 | -2.04 | 7.47 | 11.34 | -4.02 | -1.80 | 16.65 | 3.35 | -1.21 | 4.43 | 9.14 | 3.47 | 9.65 | 12.87 | 4.48 | 11.24 | 20.06 | 7.31 | 7.70 |
| Sharpe Ratio | NA | -0.02 | -0.56 | 0.09 | 0.22 | NA | NA | 0.59 | 0.07 | -0.17 | 0.01 | -1.50 | 0.57 | 1.65 | 0.77 | -0.44 | 1.16 | 2.09 | -0.77 | -0.29 | 2.26 | 0.62 | -0.11 | 0.43 | 1.04 | 0.47 | 0.66 | 1.26 | 0.37 | 1.28 | 3.24 | 1.35 | 1.01 |
| Standard Deviation(%) | NA | 10.58 | 8.98 | 9.20 | 7.72 | NA | NA | 7.64 | 9.45 | 10.62 | 7.10 | 8.81 | 10.07 | 8.91 | 4.80 | 7.66 | 5.89 | 5.33 | 5.27 | 6.31 | 7.35 | 5.31 | 11.41 | 10.21 | 8.68 | 5.46 | 10.05 | 7.60 | 6.18 | 8.04 | 5.98 | 4.60 | 5.33 |
| Draw Down(%) | NA | 9.28 | 17.26 | 19.59 | 19.59 | NA | NA | 19.59 | 0.76 | 9.28 | 7.01 | 13.03 | 6.77 | 9.39 | 3.52 | 8.87 | 4.96 | 3.83 | 6.22 | 7.65 | 4.28 | 4.24 | 12.46 | 10.10 | 4.61 | 3.13 | 8.07 | 9.70 | 4.88 | 7.43 | 3.62 | 2.89 | 4.26 |
| Yield(%) | NA | 6.85 | 5.64 | 4.88 | 3.60 | NA | NA | 4.27 | NA | 0.16 | 7.28 | 3.32 | 6.10 | 4.40 | 2.92 | 3.43 | 0.05 | 4.03 | 1.53 | 2.85 | 5.19 | 4.47 | 4.51 | 0.48 | 3.21 | 3.34 | 4.58 | 8.35 | 5.61 | 2.90 | 4.78 | 6.63 | 8.06 |
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 |
|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Tactical Asset Allocation Moderate |
-1.78%
Apr 2021 - Apr 2024 |
0.37%
Sep 2018 - Sep 2023 |
1.94%
Oct 2013 - Oct 2023 |
3.26%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Tactical Asset Allocation Moderate |
13.72%
Apr 2003 - Apr 2006 |
12.78%
Oct 2002 - Oct 2007 |
9.47%
Apr 2001 - Apr 2011 |
7.43%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart