Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SOFTWARE TECHNOLOGY INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 4.30% | 0.29% | 3.48% | 3.46% | 6.44% | 6.21% | 6.69% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOFTWARE TECHNOLOGY INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.41 | 4.30 | 0.29 | 3.48 | 3.46 | 6.44 | 6.21 | 6.69 | 0.45 | 9.75 | -13.49 | 6.26 | 13.34 | 16.01 | -8.22 | 13.26 | 3.21 | 1.58 | 5.57 | 6.91 | 14.68 | -0.49 | 15.30 | 32.69 | -28.54 | 9.05 | 18.11 | 13.54 | 15.18 | 31.11 | 0.01 | 0.97 |
| Sharpe Ratio | NA | 0.18 | -0.16 | 0.30 | 0.37 | NA | NA | 0.53 | 0.02 | 0.73 | -1.22 | 0.71 | 0.72 | 2.37 | -1.12 | 2.91 | 0.38 | 0.19 | 0.94 | 0.98 | 2.24 | -0.04 | 1.31 | 1.62 | -1.25 | 0.54 | 1.80 | 1.77 | 1.76 | 4.49 | -0.15 | -0.15 |
| Standard Deviation(%) | NA | 7.41 | 9.65 | 11.45 | 9.56 | NA | NA | 10.92 | 6.80 | 7.57 | 12.19 | 8.78 | 18.31 | 6.15 | 8.54 | 4.33 | 7.96 | 8.19 | 5.88 | 7.04 | 6.54 | 12.78 | 11.66 | 20.08 | 23.55 | 11.27 | 8.25 | 6.42 | 8.10 | 6.77 | 7.11 | 8.79 |
| Draw Down(%) | NA | 6.99 | 21.88 | 21.88 | 21.88 | NA | NA | 42.21 | 1.31 | 6.99 | 19.32 | 5.86 | 20.78 | 3.31 | 13.23 | 1.73 | 7.28 | 7.96 | 5.05 | 9.09 | 5.53 | 13.02 | 8.60 | 17.16 | 39.70 | 8.22 | 9.79 | 5.45 | 10.17 | 4.34 | 12.52 | 11.96 |
| Yield(%) | NA | 3.54 | 2.92 | 2.96 | 2.68 | NA | NA | 3.60 | 0.11 | 3.66 | 2.58 | 2.46 | 3.41 | 2.79 | 2.17 | 0.31 | 3.29 | 4.04 | 2.16 | 2.89 | 3.35 | 3.10 | 3.66 | 3.06 | 2.93 | 6.51 | 6.30 | 6.27 | 4.68 | 4.04 | 3.52 | 5.43 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SOFTWARE TECHNOLOGY INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-8.17%
Feb 2006 - Feb 2009 |
0.58%
Feb 2004 - Feb 2009 |
3.46%
Oct 2013 - Oct 2023 |
3.63%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOFTWARE TECHNOLOGY INC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
22.42%
Mar 2003 - Mar 2006 |
18.94%
Oct 2002 - Oct 2007 |
11.02%
Mar 2003 - Mar 2013 |
9.33%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart