Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RIVERBED TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 29.06% | 7.31% | 10.30% | 6.17% | 6.90% | 7.68% | 8.43% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RIVERBED TECHNOLOGY INC. 401K 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 (%) | -0.96 | 29.06 | 7.31 | 10.30 | 6.17 | 6.90 | 7.68 | 8.43 | NA | 15.75 | 15.98 | -7.66 | 12.48 | 15.06 | 7.77 | -2.59 | 4.13 | 4.41 | -2.86 | 1.88 | 10.86 | 8.12 | 6.18 | 9.98 | 14.81 | -1.24 | 12.01 | 22.35 | 4.34 | 11.95 | 17.85 | 11.34 | 5.27 |
| Sharpe Ratio | NA | 1.28 | 0.54 | 0.84 | 0.57 | NA | NA | 0.91 | 0.10 | 0.97 | 1.68 | -0.99 | 1.23 | 1.66 | 1.29 | -0.52 | 0.58 | 0.84 | -0.47 | 0.32 | 1.58 | 1.74 | 0.67 | 0.88 | 1.63 | -0.35 | 0.91 | 2.54 | 0.33 | 1.41 | 3.17 | 2.39 | 0.51 |
| Standard Deviation(%) | NA | 9.36 | 8.58 | 9.00 | 7.65 | NA | NA | 7.51 | 11.67 | 9.40 | 6.98 | 9.10 | 10.15 | 8.94 | 4.93 | 7.51 | 6.05 | 5.00 | 6.13 | 5.78 | 6.86 | 4.64 | 9.11 | 11.23 | 9.01 | 6.16 | 9.95 | 7.51 | 6.58 | 7.81 | 5.41 | 4.29 | 5.80 |
| Draw Down(%) | NA | 7.22 | 11.57 | 16.42 | 16.42 | NA | NA | 16.42 | 0.95 | 7.22 | 4.68 | 13.40 | 6.80 | 9.61 | 2.63 | 8.94 | 7.10 | 3.55 | 6.40 | 4.81 | 6.95 | 3.41 | 7.86 | 7.66 | 4.32 | 6.89 | 6.75 | 5.81 | 4.39 | 10.60 | 3.14 | 3.06 | 3.61 |
| Yield(%) | NA | 14.36 | 10.37 | 7.48 | 5.08 | NA | NA | 5.13 | NA | 4.30 | 13.58 | 8.44 | 3.55 | 4.37 | 2.42 | 2.01 | 0.21 | 3.17 | 3.04 | 5.00 | 2.72 | 6.18 | 3.17 | 5.09 | 3.35 | 4.31 | 4.60 | 7.38 | 6.98 | 5.55 | 4.69 | 7.41 | 6.41 |
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 |
|---|---|---|---|---|
| RIVERBED TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate |
0.21%
Oct 2017 - Oct 2020 |
0.94%
Dec 2013 - Dec 2018 |
3.62%
Apr 2013 - Apr 2023 |
4.88%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RIVERBED TECHNOLOGY INC. 401K PLAN Tactical Asset Allocation Moderate |
15.85%
Oct 2004 - Oct 2007 |
14.83%
Oct 2002 - Oct 2007 |
11.38%
Apr 2001 - Apr 2011 |
8.81%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart