Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 22.71% | 4.78% | 7.97% | 6.31% | 7.02% | 6.10% | 5.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.91 | 22.71 | 4.78 | 7.97 | 6.31 | 7.02 | 6.10 | 5.94 | NA | 13.64 | 13.07 | -10.22 | 10.80 | 11.24 | 16.92 | -5.34 | 12.06 | 6.31 | -1.21 | 3.75 | 15.60 | 9.88 | -4.60 | 13.49 | 22.28 | -26.43 | 6.59 | 12.16 | 8.27 | 12.58 | 21.98 | -9.37 | -0.74 |
| Sharpe Ratio | NA | 1.09 | 0.13 | 0.41 | 0.48 | NA | NA | 0.39 | 0.05 | 0.99 | 1.14 | -0.87 | 1.32 | 0.59 | 2.22 | -0.72 | 2.77 | 0.73 | -0.14 | 0.54 | 2.22 | 1.21 | -0.30 | 1.04 | 1.22 | -1.17 | 0.36 | 1.18 | 0.89 | 1.55 | 2.35 | -0.81 | -0.26 |
| Standard Deviation(%) | NA | 7.11 | 9.82 | 11.85 | 9.99 | NA | NA | 11.35 | 6.94 | 7.13 | 7.76 | 13.35 | 8.19 | 18.58 | 6.99 | 9.29 | 4.13 | 8.34 | 8.80 | 6.88 | 7.01 | 8.11 | 15.57 | 12.93 | 18.16 | 23.36 | 9.99 | 7.52 | 6.82 | 7.49 | 9.05 | 12.91 | 11.59 |
| Draw Down(%) | NA | 4.92 | 15.34 | 20.84 | 20.84 | NA | NA | 39.70 | 0.51 | 4.92 | 6.33 | 15.69 | 3.53 | 20.84 | 3.85 | 12.29 | 1.24 | 6.61 | 8.36 | 5.06 | 4.56 | 7.08 | 16.58 | 10.14 | 17.47 | 34.67 | 6.26 | 8.24 | 4.78 | 6.00 | 8.38 | 19.83 | 16.02 |
| Yield(%) | NA | 3.19 | 2.23 | 1.93 | 1.64 | NA | NA | 1.57 | NA | 0.94 | 3.13 | 1.54 | 1.10 | 1.21 | 2.15 | 1.55 | 0.50 | 1.83 | 1.36 | 1.20 | 1.49 | 1.54 | 0.75 | 0.88 | 1.57 | 1.27 | 2.47 | 2.24 | 1.79 | 1.30 | 1.45 | 1.35 | 1.51 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-9.12%
Feb 2006 - Feb 2009 |
-1.60%
Feb 2004 - Feb 2009 |
3.48%
Feb 2006 - Feb 2016 |
3.69%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Strategic Asset Allocation - Optimal Moderate |
17.62%
Mar 2003 - Mar 2006 |
13.98%
Feb 2009 - Feb 2014 |
8.85%
Feb 2009 - Feb 2019 |
8.32%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart