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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.10% | 5.43% | 7.47% | 6.76% | 6.48% | 6.26% | 6.62% |
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 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 (%) | -0.70 | 24.10 | 5.43 | 7.47 | 6.76 | 6.48 | 6.26 | 6.62 | NA | 6.34 | 13.65 | -8.96 | 4.99 | 16.41 | 16.65 | -7.45 | 17.88 | 4.18 | 2.92 | -2.45 | 14.14 | 7.89 | -1.92 | 9.27 | 27.81 | -25.98 | 8.81 | 12.06 | 9.37 | 13.92 | 33.11 | -6.00 | -1.47 |
| Sharpe Ratio | NA | 0.10 | -0.04 | 0.30 | 0.46 | NA | NA | 0.46 | 0.08 | -0.02 | 1.20 | -0.87 | 0.50 | 0.87 | 2.26 | -0.88 | 3.96 | 0.51 | 0.35 | -0.29 | 2.05 | 1.40 | -0.18 | 0.94 | 1.63 | -1.24 | 0.59 | 1.22 | 1.16 | 1.56 | 3.72 | -0.60 | -0.36 |
| Standard Deviation(%) | NA | 10.75 | 10.35 | 12.36 | 10.27 | NA | NA | 10.73 | 8.72 | 10.79 | 7.82 | 11.94 | 9.99 | 18.50 | 6.73 | 10.00 | 4.36 | 7.74 | 8.23 | 8.37 | 6.89 | 5.58 | 10.60 | 9.72 | 17.03 | 21.71 | 9.86 | 7.22 | 6.18 | 8.35 | 8.72 | 11.89 | 10.60 |
| Draw Down(%) | NA | 8.96 | 16.05 | 22.10 | 22.10 | NA | NA | 39.04 | 0.69 | 8.96 | 7.30 | 16.19 | 6.61 | 22.10 | 2.86 | 13.96 | 1.44 | 5.84 | 7.58 | 7.81 | 6.22 | 4.17 | 12.02 | 8.29 | 16.72 | 36.74 | 7.63 | 8.78 | 5.12 | 8.39 | 8.50 | 17.35 | 19.10 |
| Yield(%) | NA | 5.76 | 7.59 | 6.53 | 5.61 | NA | NA | 4.51 | NA | 0.31 | 6.42 | 6.96 | 8.70 | 6.16 | 3.88 | 4.51 | 4.04 | 3.76 | 6.32 | 4.72 | 5.84 | 2.33 | 3.06 | 1.44 | 1.98 | 3.82 | 6.64 | 4.63 | 4.47 | 2.75 | 2.96 | 2.91 | 5.13 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.62%
Feb 2006 - Feb 2009 |
-0.67%
Feb 2004 - Feb 2009 |
3.58%
Dec 2006 - Dec 2016 |
3.62%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
20.59%
Mar 2003 - Mar 2006 |
16.87%
Sep 2002 - Sep 2007 |
8.99%
Mar 2003 - Mar 2013 |
8.39%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart