Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NUANCE COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 20.76% | 2.68% | 7.26% | 5.71% | 6.28% | 5.63% | 6.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NUANCE COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.07 | 20.76 | 2.68 | 7.26 | 5.71 | 6.28 | 5.63 | 6.36 | NA | 5.81 | 13.60 | -9.23 | 2.77 | 18.04 | 19.33 | -7.85 | 11.34 | 1.93 | 0.46 | 2.31 | 12.84 | 9.23 | -0.58 | 11.98 | 23.30 | -17.50 | 5.79 | 6.54 | 3.97 | 10.38 | 23.28 | 1.99 | 3.79 |
| Sharpe Ratio | NA | 0.09 | -0.05 | 0.29 | 0.38 | NA | NA | 0.59 | 0.14 | -0.10 | 1.18 | -0.88 | 0.28 | 1.05 | 2.76 | -1.11 | 2.29 | 0.22 | 0.05 | 0.36 | 2.29 | 2.07 | -0.07 | 1.73 | 2.17 | -1.52 | 0.72 | 1.09 | 0.60 | 2.09 | 5.53 | 0.17 | 0.24 |
| Standard Deviation(%) | NA | 8.05 | 9.54 | 11.50 | 9.65 | NA | NA | 8.01 | 5.27 | 8.11 | 7.93 | 12.04 | 9.87 | 17.03 | 6.50 | 8.26 | 4.68 | 8.01 | 8.59 | 6.35 | 5.60 | 4.43 | 8.40 | 6.87 | 10.69 | 12.13 | 3.90 | 3.01 | 3.00 | 4.52 | 4.08 | 5.07 | 6.09 |
| Draw Down(%) | NA | 6.07 | 15.59 | 20.61 | 20.61 | NA | NA | 26.17 | 0.30 | 6.07 | 6.29 | 16.49 | 7.57 | 18.79 | 2.89 | 13.84 | 2.92 | 6.92 | 7.97 | 5.82 | 5.72 | 3.84 | 9.76 | 5.65 | 11.71 | 26.17 | 2.69 | 2.55 | 2.47 | 4.96 | 2.68 | 8.59 | 8.75 |
| Yield(%) | NA | 6.31 | 4.61 | 3.95 | 3.28 | NA | NA | 3.90 | NA | 0.80 | 6.39 | 1.45 | 6.02 | 2.77 | 3.19 | 3.96 | 0.38 | 1.70 | 3.33 | 3.21 | 4.98 | 4.27 | 3.61 | 5.24 | 4.21 | 4.32 | 4.72 | 4.56 | 3.87 | 4.51 | 6.07 | 4.26 | 1.96 |
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 |
|---|---|---|---|---|
| NUANCE COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.97%
Feb 2006 - Feb 2009 |
-0.49%
Feb 2004 - Feb 2009 |
4.09%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NUANCE COMMUNICATIONS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
15.22%
Feb 2009 - Feb 2012 |
12.66%
Feb 2009 - Feb 2014 |
7.51%
Feb 2009 - Feb 2019 |
7.67%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart