Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Rightstar Systems Principal 401K Tactical Asset Allocation Moderate | NA | 2.05% | 1.88% | 3.38% | 2.21% | 4.42% | 6.38% | 6.84% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Rightstar Systems Principal 401K Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.72 | 2.05 | 1.88 | 3.38 | 2.21 | 4.42 | 6.38 | 6.84 | 1.19 | 13.72 | -12.45 | 3.18 | 22.04 | 5.07 | -4.50 | 11.39 | 0.69 | -4.90 | 2.52 | 10.15 | 7.49 | -2.42 | 6.68 | 23.76 | -6.68 | 17.54 | 16.03 | 18.10 | 11.62 | 24.58 | 4.76 | 2.31 |
| Sharpe Ratio | NA | 0.40 | -0.09 | 0.48 | 0.34 | NA | NA | 0.77 | 0.12 | 1.06 | -1.62 | 0.29 | 2.66 | 0.77 | -0.79 | 2.04 | 0.08 | -0.78 | 0.43 | 1.35 | 1.50 | -0.26 | 0.59 | 2.73 | -1.59 | 1.15 | 1.28 | 2.54 | 1.28 | 4.13 | 0.74 | 0.01 |
| Standard Deviation(%) | NA | 8.80 | 9.37 | 8.54 | 7.44 | NA | NA | 7.73 | 7.67 | 8.93 | 8.55 | 10.82 | 8.20 | 4.76 | 7.35 | 5.29 | 6.11 | 6.32 | 5.77 | 7.49 | 4.96 | 9.43 | 11.11 | 8.66 | 4.78 | 12.66 | 9.99 | 6.28 | 8.35 | 5.78 | 4.96 | 0.05 |
| Draw Down(%) | NA | 8.60 | 16.38 | 16.38 | 16.38 | NA | NA | 16.38 | 1.60 | 8.60 | 13.13 | 7.98 | 9.25 | 5.22 | 10.55 | 2.81 | 5.33 | 7.77 | 6.45 | 4.81 | 5.42 | 11.02 | 8.63 | 4.06 | 6.73 | 9.80 | 14.95 | 4.74 | 8.74 | 2.05 | 6.95 | 0.00 |
| Yield(%) | NA | 4.03 | 4.16 | 3.48 | 2.85 | NA | NA | 2.98 | 0.00 | 4.29 | 2.02 | 6.44 | 4.01 | 1.09 | 2.64 | 0.51 | 1.17 | 4.07 | 2.62 | 0.66 | 4.72 | 2.29 | 1.58 | 0.62 | 1.83 | 9.10 | 7.33 | 4.22 | 1.84 | 2.33 | 0.78 | 2.31 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Rightstar Systems Principal 401K Tactical Asset Allocation Moderate |
-1.55%
Nov 2013 - Nov 2016 |
0.69%
Aug 2014 - Aug 2019 |
2.21%
Oct 2013 - Oct 2023 |
3.56%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Rightstar Systems Principal 401K Tactical Asset Allocation Moderate |
21.77%
Oct 2004 - Oct 2007 |
18.37%
Oct 2002 - Oct 2007 |
11.88%
Apr 2001 - Apr 2011 |
8.97%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart