Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Synchronoss 401k Plan Strategic Asset Allocation - Optimal Moderate | NA | 25.22% | 1.70% | 6.35% | 5.81% | 7.79% | 7.25% | 7.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Synchronoss 401k Plan 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 | 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 (%) | -0.74 | 25.22 | 1.70 | 6.35 | 5.81 | 7.79 | 7.25 | 7.38 | NA | 8.16 | 11.57 | -14.81 | 7.62 | 16.41 | 19.04 | -8.18 | 9.31 | 6.04 | 1.80 | 7.88 | 16.96 | 15.55 | -2.74 | 17.53 | 31.01 | -24.53 | 7.94 | 12.73 | 9.07 | 12.94 | 22.58 | -6.16 | 4.42 |
| Sharpe Ratio | NA | 0.29 | -0.24 | 0.20 | 0.31 | NA | NA | 0.48 | 0.06 | 0.17 | 0.84 | -1.20 | 0.77 | 0.73 | 2.36 | -0.84 | 1.51 | 0.60 | 0.18 | 1.01 | 2.24 | 1.85 | -0.17 | 1.31 | 1.57 | -1.12 | 0.56 | 1.43 | 1.17 | 1.61 | 2.65 | -0.66 | 0.25 |
| Standard Deviation(%) | NA | 9.13 | 10.70 | 13.62 | 11.55 | NA | NA | 11.81 | 7.90 | 9.21 | 8.72 | 13.48 | 9.80 | 22.05 | 7.47 | 11.37 | 5.74 | 9.78 | 9.89 | 7.77 | 7.56 | 8.39 | 16.41 | 13.35 | 19.72 | 22.63 | 8.90 | 6.61 | 5.92 | 7.43 | 8.25 | 10.97 | 8.31 |
| Draw Down(%) | NA | 7.68 | 19.98 | 27.63 | 27.63 | NA | NA | 40.22 | 0.65 | 7.68 | 8.11 | 20.79 | 5.57 | 27.63 | 3.62 | 15.41 | 3.48 | 10.80 | 9.24 | 5.98 | 6.67 | 7.43 | 19.38 | 11.05 | 19.62 | 33.96 | 6.09 | 6.78 | 3.61 | 6.10 | 7.49 | 17.77 | 10.58 |
| Yield(%) | NA | 4.83 | 5.10 | 5.01 | 4.89 | NA | NA | 4.20 | NA | 0.64 | 4.77 | 5.70 | 4.94 | 5.73 | 2.39 | 5.09 | 0.48 | 3.13 | 7.73 | 8.23 | 5.07 | 4.56 | 3.10 | 3.37 | 3.53 | 1.51 | 7.29 | 5.92 | 3.37 | 4.46 | 2.80 | 1.13 | 1.72 |
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 |
|---|---|---|---|---|
| Synchronoss 401k Plan Strategic Asset Allocation - Optimal Moderate |
-8.09%
Feb 2006 - Feb 2009 |
-0.81%
Feb 2004 - Feb 2009 |
4.36%
Oct 2013 - Oct 2023 |
5.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synchronoss 401k Plan Strategic Asset Allocation - Optimal Moderate |
22.80%
Feb 2009 - Feb 2012 |
18.86%
Feb 2009 - Feb 2014 |
11.51%
Feb 2009 - Feb 2019 |
9.77%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart