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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.59% | 0.04% | 3.83% | 2.75% | 5.57% | 5.12% | 5.43% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.49 | 4.59 | 0.04 | 3.83 | 2.75 | 5.57 | 5.12 | 5.43 | 0.09 | 11.61 | -12.05 | -0.08 | 18.62 | 16.16 | -7.54 | 13.15 | 3.07 | -4.55 | 2.32 | 11.19 | 11.88 | -0.28 | 13.57 | 26.84 | -25.19 | 9.90 | 10.44 | 11.37 | 10.67 | 24.60 | 0.25 | -0.71 |
| Sharpe Ratio | NA | 0.31 | -0.25 | 0.35 | 0.30 | NA | NA | 0.50 | -0.02 | 0.89 | -1.14 | -0.01 | 1.13 | 2.25 | -0.95 | 2.37 | 0.33 | -0.54 | 0.34 | 1.88 | 2.60 | -0.04 | 1.72 | 2.19 | -1.52 | 0.83 | 1.22 | 1.74 | 1.48 | 3.43 | -0.09 | -0.33 |
| Standard Deviation(%) | NA | 8.29 | 10.13 | 11.12 | 9.63 | NA | NA | 9.22 | 7.95 | 8.26 | 11.76 | 10.33 | 16.26 | 6.57 | 9.29 | 5.28 | 8.63 | 8.52 | 6.70 | 5.93 | 4.54 | 8.41 | 7.86 | 12.22 | 17.20 | 8.37 | 5.87 | 5.30 | 6.57 | 6.97 | 9.12 | 9.16 |
| Draw Down(%) | NA | 8.15 | 21.86 | 21.86 | 21.86 | NA | NA | 34.24 | 2.15 | 8.15 | 17.26 | 8.66 | 21.24 | 3.38 | 14.31 | 2.69 | 8.03 | 10.64 | 5.53 | 6.12 | 3.82 | 9.84 | 6.24 | 11.80 | 32.52 | 6.42 | 8.28 | 4.12 | 6.80 | 7.71 | 16.51 | 16.71 |
| Yield(%) | NA | 3.46 | 3.04 | 2.76 | 2.52 | NA | NA | 3.03 | 0.00 | 3.70 | 1.70 | 3.84 | 2.50 | 2.33 | 3.15 | 0.33 | 1.39 | 3.60 | 2.89 | 3.83 | 3.28 | 3.89 | 3.38 | 2.44 | 6.29 | 6.70 | 4.88 | 3.48 | 2.04 | 1.77 | 0.75 | 1.52 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.33%
Feb 2006 - Feb 2009 |
0.41%
Feb 2004 - Feb 2009 |
2.75%
Oct 2013 - Oct 2023 |
3.21%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Rightstar Systems Principal 401K Strategic Asset Allocation - Equal Weight Moderate |
18.46%
Mar 2003 - Mar 2006 |
14.43%
Sep 2002 - Sep 2007 |
9.13%
Mar 2003 - Mar 2013 |
7.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart