Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Strategic Asset Allocation - Optimal Moderate | NA | 19.59% | 4.69% | 7.04% | 5.51% | 6.36% | 5.66% | 6.15% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Institute For Economic Research 401(K) Retirement 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 (%) | -0.95 | 19.59 | 4.69 | 7.04 | 5.51 | 6.36 | 5.66 | 6.15 | NA | 8.66 | 10.61 | -7.79 | 9.66 | 11.31 | 15.09 | -5.67 | 10.44 | 6.85 | -1.74 | 2.27 | 13.02 | 11.51 | -3.36 | 12.34 | 25.86 | -27.06 | 6.42 | 10.57 | 7.98 | 14.28 | 20.48 | -7.40 | 10.26 |
| Sharpe Ratio | NA | 0.38 | -0.02 | 0.32 | 0.39 | NA | NA | 0.40 | 0.01 | 0.30 | 0.83 | -0.55 | 1.16 | 0.70 | 2.10 | -0.81 | 2.23 | 0.79 | -0.21 | 0.37 | 1.83 | 1.39 | -0.23 | 0.98 | 1.29 | -1.17 | 0.34 | 0.99 | 0.82 | 1.50 | 1.94 | -0.68 | 0.84 |
| Standard Deviation(%) | NA | 6.98 | 11.26 | 11.85 | 9.88 | NA | NA | 11.40 | 6.33 | 7.02 | 7.61 | 16.56 | 8.28 | 15.87 | 6.51 | 8.63 | 4.40 | 8.43 | 8.31 | 6.09 | 7.11 | 8.26 | 14.74 | 12.50 | 19.95 | 23.96 | 10.17 | 7.40 | 7.07 | 8.91 | 10.20 | 12.50 | 9.52 |
| Draw Down(%) | NA | 4.57 | 16.86 | 21.35 | 21.35 | NA | NA | 41.36 | 0.53 | 4.57 | 6.93 | 17.32 | 4.79 | 21.35 | 3.61 | 11.83 | 1.88 | 6.60 | 8.49 | 5.63 | 5.86 | 7.37 | 14.75 | 9.38 | 17.82 | 37.80 | 7.56 | 6.60 | 4.31 | 7.04 | 8.26 | 20.92 | 12.08 |
| Yield(%) | NA | 3.86 | 3.93 | 2.90 | 2.26 | NA | NA | 2.57 | NA | 0.66 | 4.14 | 2.94 | 4.09 | 1.55 | 1.41 | 1.81 | 0.44 | 2.21 | 2.26 | 1.33 | 1.98 | 1.48 | 1.05 | 1.36 | 1.27 | 1.68 | 2.90 | 2.96 | 1.99 | 3.11 | 2.99 | 3.66 | 9.82 |
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 |
|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Strategic Asset Allocation - Optimal Moderate |
-10.00%
Feb 2006 - Feb 2009 |
-2.14%
Feb 2004 - Feb 2009 |
3.33%
Feb 2006 - Feb 2016 |
3.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Strategic Asset Allocation - Optimal Moderate |
18.67%
Feb 2009 - Feb 2012 |
14.60%
Feb 2009 - Feb 2014 |
8.86%
Feb 2009 - Feb 2019 |
8.10%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart