Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Online 401K Schwab CustomK Strategic Asset Allocation - Optimal Moderate | NA | 24.11% | 0.74% | 4.80% | 4.76% | 6.58% | 5.78% | 6.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Online 401K Schwab CustomK 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 (%) | -1.14 | 24.11 | 0.74 | 4.80 | 4.76 | 6.58 | 5.78 | 6.20 | NA | 8.16 | 9.90 | -14.97 | 7.19 | 13.15 | 19.38 | -4.79 | 7.22 | 4.98 | -1.64 | 7.14 | 14.98 | 12.74 | -2.04 | 14.46 | 22.16 | -22.75 | 5.88 | 14.17 | 4.80 | 13.20 | 17.04 | -6.16 | 9.72 |
| Sharpe Ratio | NA | 0.30 | -0.32 | 0.10 | 0.21 | NA | NA | 0.38 | 0.00 | 0.20 | 0.69 | -1.27 | 0.24 | 0.72 | 3.17 | -0.77 | 1.54 | 0.68 | -0.20 | 1.22 | 2.18 | 1.84 | -0.15 | 1.23 | 1.15 | -1.05 | 0.30 | 1.52 | 0.50 | 1.97 | 2.26 | -0.80 | 0.95 |
| Standard Deviation(%) | NA | 7.75 | 9.91 | 17.26 | 13.11 | NA | NA | 12.03 | 6.85 | 7.84 | 8.19 | 12.88 | 29.58 | 17.91 | 5.67 | 7.96 | 4.29 | 7.00 | 8.23 | 5.84 | 6.85 | 6.90 | 14.26 | 11.64 | 19.21 | 22.48 | 9.74 | 7.17 | 5.22 | 6.21 | 7.23 | 9.13 | 7.78 |
| Draw Down(%) | NA | 5.13 | 20.56 | 31.65 | 31.65 | NA | NA | 38.15 | 0.61 | 5.00 | 9.42 | 21.61 | 19.26 | 21.76 | 1.96 | 11.15 | 3.36 | 4.90 | 7.97 | 4.80 | 6.31 | 5.39 | 14.61 | 8.74 | 18.55 | 33.85 | 6.16 | 7.60 | 4.03 | 4.52 | 6.77 | 16.06 | 8.71 |
| Yield(%) | NA | 3.84 | 4.17 | 4.35 | 4.61 | NA | NA | 4.68 | NA | 0.64 | 3.73 | 5.11 | 2.61 | 5.52 | 4.07 | 4.31 | 0.44 | 4.20 | 11.40 | 4.38 | 3.68 | 4.67 | 2.56 | 4.36 | 2.80 | 3.88 | 8.49 | 7.43 | 6.58 | 5.33 | 2.77 | 4.24 | 4.52 |
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 |
|---|---|---|---|---|
| The Online 401K Schwab CustomK Strategic Asset Allocation - Optimal Moderate |
-7.82%
Feb 2006 - Feb 2009 |
-1.41%
Feb 2004 - Feb 2009 |
3.29%
Oct 2013 - Oct 2023 |
3.91%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Online 401K Schwab CustomK Strategic Asset Allocation - Optimal Moderate |
18.72%
Feb 2009 - Feb 2012 |
15.84%
Feb 2009 - Feb 2014 |
9.46%
Feb 2009 - Feb 2019 |
8.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart