Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Strategic Asset Allocation – Optimal Moderate | NA | 24.39% | 1.78% | 5.27% | 5.18% | 6.92% | 6.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement 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 | Common | Inception | 2025 | 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 (%) | -1.06 | 24.39 | 1.78 | 5.27 | 5.18 | 6.92 | 6.38 | … | … | 0.05 | 8.00 | 12.03 | -15.69 | 8.27 | 12.17 | 18.40 | -7.15 | 6.98 | 7.47 | 2.05 | 4.49 | 15.75 | 12.92 | 0.31 | 15.52 | 21.26 | -22.20 | 5.63 | 14.53 | 8.66 | 16.45 | 26.56 | 1.70 | 8.63 |
| Sharpe Ratio | NA | 0.27 | -0.25 | 0.15 | 0.31 | NA | NA | … | … | 0.00 | 0.17 | 0.87 | -1.21 | 0.92 | 0.65 | 2.65 | -0.90 | 1.12 | 0.89 | 0.25 | 0.62 | 2.14 | 1.66 | 0.02 | 1.24 | 1.12 | -1.09 | 0.25 | 1.55 | 0.98 | 2.02 | 3.28 | 0.07 | 0.82 |
| Standard Deviation(%) | NA | 7.98 | 10.72 | 12.40 | 10.29 | NA | NA | … | … | 8.09 | 8.04 | 8.92 | 14.16 | 9.00 | 18.46 | 6.41 | 9.36 | 5.65 | 8.20 | 8.11 | 7.24 | 7.35 | 7.74 | 15.96 | 12.44 | 18.98 | 21.30 | 10.38 | 7.25 | 6.60 | 7.69 | 7.88 | 9.02 | 7.66 |
| Draw Down(%) | NA | 5.55 | 21.61 | 24.67 | 24.67 | NA | NA | … | … | 0.74 | 5.42 | 8.42 | 22.58 | 5.32 | 24.67 | 2.92 | 13.50 | 5.00 | 6.39 | 6.93 | 5.88 | 6.34 | 5.52 | 15.70 | 9.68 | 19.94 | 33.24 | 7.72 | 7.58 | 5.00 | 6.34 | 6.26 | 14.61 | 9.30 |
| Yield(%) | NA | 5.24 | 6.54 | 6.26 | 5.51 | NA | NA | … | … | NA | 0.78 | 5.16 | 5.57 | 7.78 | 7.03 | 4.52 | 8.96 | 0.37 | 3.87 | 5.14 | 5.94 | 5.61 | 4.40 | 4.51 | 5.33 | 3.25 | 3.08 | 6.05 | 6.27 | 5.18 | 4.67 | 3.41 | 3.74 | 6.53 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Strategic Asset Allocation – Optima |
-8.09%
Feb 2006 – Feb 2009 |
-0.47%
Feb 2004 – Feb 2009 |
3.53%
Oct 2013 – Oct 2023 |
3.99%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Strategic Asset Allocation – Optima |
20.62%
Feb 2009 – Feb 2012 |
17.37%
Feb 2009 – Feb 2014 |
10.26%
Feb 2009 – Feb 2019 |
9.04%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart