Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 25.17% | 1.72% | 5.98% | 5.47% | 7.39% | 6.52% | 7.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMKOR TECHNOLOGY INC. 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 (%) | -0.95 | 25.17 | 1.72 | 5.98 | 5.47 | 7.39 | 6.52 | 7.14 | NA | 7.30 | 8.68 | -12.70 | 7.36 | 17.29 | 16.88 | -7.09 | 10.43 | 5.94 | -0.38 | 6.99 | 16.56 | 11.47 | 4.74 | 13.87 | 19.18 | -24.99 | 10.66 | 11.59 | 8.59 | 13.15 | 21.47 | -0.90 | 7.23 |
| Sharpe Ratio | NA | 0.19 | -0.27 | 0.21 | 0.32 | NA | NA | 0.51 | 0.04 | 0.08 | 0.52 | -1.06 | 0.76 | 0.90 | 2.29 | -0.86 | 2.14 | 0.73 | -0.05 | 1.08 | 2.36 | 1.69 | 0.35 | 1.25 | 1.17 | -1.22 | 0.82 | 1.16 | 1.03 | 1.76 | 2.69 | -0.20 | 0.54 |
| Standard Deviation(%) | NA | 9.14 | 10.53 | 12.54 | 10.39 | NA | NA | 10.61 | 7.68 | 9.19 | 8.52 | 13.26 | 9.68 | 18.93 | 6.76 | 9.75 | 4.58 | 7.81 | 8.51 | 6.44 | 7.02 | 6.76 | 13.39 | 11.03 | 16.25 | 21.21 | 9.36 | 7.15 | 6.23 | 6.94 | 7.72 | 9.92 | 9.09 |
| Draw Down(%) | NA | 7.06 | 19.66 | 21.92 | 21.92 | NA | NA | 39.21 | 0.71 | 7.06 | 8.65 | 20.15 | 6.19 | 21.92 | 2.64 | 14.22 | 1.95 | 7.00 | 8.00 | 5.25 | 5.65 | 5.31 | 11.31 | 8.30 | 18.54 | 34.92 | 6.25 | 7.27 | 4.51 | 5.73 | 6.05 | 13.04 | 11.31 |
| Yield(%) | NA | 4.04 | 4.81 | 6.03 | 4.56 | NA | NA | 4.13 | NA | 1.01 | 3.28 | 4.23 | 10.05 | 7.85 | 2.76 | 1.53 | 0.48 | 3.79 | 5.72 | 3.96 | 5.25 | 3.20 | 2.40 | 2.19 | 2.96 | 3.22 | 8.89 | 6.03 | 3.26 | 3.91 | 2.59 | 2.71 | 3.72 |
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 |
|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.86%
Feb 2006 - Feb 2009 |
-0.97%
Feb 2004 - Feb 2009 |
3.96%
Oct 2013 - Oct 2023 |
4.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMKOR TECHNOLOGY INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
19.81%
Feb 2009 - Feb 2012 |
16.75%
Feb 2009 - Feb 2014 |
10.30%
Feb 2009 - Feb 2019 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart