Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Strategic Asset Allocation - Optimal Moderate | NA | 36.52% | 13.62% | 12.89% | 9.09% | 9.06% | 7.65% | 7.09% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Springleaf Financial Services 401k Plan Strategic Asset Allocation - Optimal 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 (%) | -0.78 | 36.52 | 13.62 | 12.89 | 9.09 | 9.06 | 7.65 | 7.09 | NA | 20.81 | 26.94 | -4.61 | 7.22 | 14.43 | 15.66 | -4.49 | 9.68 | 5.53 | 2.35 | 6.40 | 16.11 | 10.63 | -2.83 | 12.43 | 19.69 | -22.82 | 9.02 | 10.31 | 5.79 | 9.98 | 22.00 | -10.95 | -2.05 |
| Sharpe Ratio | NA | 1.94 | 1.00 | 0.84 | 0.72 | NA | NA | 0.50 | 0.10 | 1.79 | 2.85 | -0.45 | 0.83 | 0.76 | 1.91 | -0.55 | 1.80 | 0.62 | 0.26 | 0.95 | 2.48 | 1.34 | -0.19 | 1.09 | 1.20 | -1.10 | 0.68 | 1.00 | 0.54 | 1.26 | 2.21 | -0.86 | -0.33 |
| Standard Deviation(%) | NA | 7.92 | 10.05 | 12.06 | 10.35 | NA | NA | 11.17 | 7.25 | 7.94 | 7.97 | 13.26 | 8.69 | 18.64 | 7.45 | 10.49 | 5.02 | 8.53 | 9.09 | 6.75 | 6.49 | 7.90 | 15.01 | 11.32 | 16.27 | 21.49 | 8.88 | 7.06 | 6.66 | 7.20 | 9.64 | 14.01 | 13.29 |
| Draw Down(%) | NA | 5.92 | 13.34 | 20.29 | 20.29 | NA | NA | 37.04 | 0.43 | 5.92 | 4.62 | 13.55 | 4.64 | 20.29 | 4.08 | 12.90 | 2.04 | 8.48 | 7.72 | 4.89 | 4.26 | 7.45 | 14.86 | 9.10 | 16.97 | 30.61 | 6.07 | 5.85 | 4.10 | 5.40 | 7.45 | 19.64 | 18.71 |
| Yield(%) | NA | 18.38 | 11.27 | 8.19 | 6.06 | NA | NA | 3.94 | NA | 4.47 | 17.66 | 8.58 | 2.20 | 4.96 | 2.07 | 5.87 | 0.66 | 3.37 | 5.51 | 4.80 | 4.06 | 1.82 | 1.27 | 1.99 | 1.92 | 1.69 | 4.00 | 2.34 | 2.08 | 2.11 | 2.05 | 1.90 | 3.14 |
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 |
|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Strategic Asset Allocation - Optimal Moderate |
-7.00%
Feb 2006 - Feb 2009 |
-1.31%
Feb 2004 - Feb 2009 |
4.37%
Dec 2001 - Dec 2011 |
4.34%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Springleaf Financial Services 401k Plan Strategic Asset Allocation - Optimal Moderate |
16.11%
Feb 2009 - Feb 2012 |
13.70%
Feb 2009 - Feb 2014 |
9.34%
Feb 2009 - Feb 2019 |
9.90%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart