Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate | NA | 23.07% | 4.75% | 8.29% | 6.56% | 7.53% | 6.68% | 6.25% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Yahoo Inc 401K Profit Sharing 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 (%) | -0.62 | 23.07 | 4.75 | 8.29 | 6.56 | 7.53 | 6.68 | 6.25 | NA | 10.65 | 10.54 | -8.41 | 7.08 | 18.04 | 16.79 | -4.97 | 10.48 | 5.53 | 1.70 | 4.18 | 15.38 | 11.68 | -2.08 | 13.96 | 23.01 | -25.07 | 7.39 | 11.89 | 9.58 | 10.86 | 22.58 | -8.61 | -5.78 |
| Sharpe Ratio | NA | 0.66 | 0.05 | 0.42 | 0.50 | NA | NA | 0.44 | 0.10 | 0.50 | 0.87 | -0.79 | 0.80 | 0.99 | 2.32 | -0.69 | 2.18 | 0.68 | 0.19 | 0.67 | 2.36 | 1.67 | -0.15 | 1.21 | 1.38 | -1.17 | 0.46 | 1.25 | 1.23 | 1.41 | 2.68 | -0.85 | -0.86 |
| Standard Deviation(%) | NA | 8.08 | 9.48 | 11.58 | 9.77 | NA | NA | 10.59 | 6.55 | 8.11 | 7.20 | 12.34 | 8.83 | 17.93 | 6.62 | 9.10 | 4.51 | 7.87 | 8.78 | 6.25 | 6.51 | 6.96 | 13.75 | 11.45 | 16.59 | 22.29 | 9.53 | 6.90 | 6.03 | 7.03 | 8.16 | 11.41 | 9.38 |
| Draw Down(%) | NA | 5.77 | 14.36 | 20.18 | 20.18 | NA | NA | 38.14 | 0.43 | 5.77 | 6.40 | 15.14 | 5.72 | 20.18 | 3.68 | 11.97 | 1.66 | 6.93 | 8.06 | 5.04 | 5.73 | 5.69 | 14.80 | 8.30 | 16.61 | 35.53 | 7.00 | 8.15 | 3.96 | 6.16 | 7.13 | 17.80 | 15.18 |
| Yield(%) | NA | 5.97 | 5.34 | 3.90 | 3.70 | NA | NA | 3.54 | NA | 0.61 | 6.32 | 4.06 | 4.76 | 1.67 | 2.25 | 5.26 | 0.35 | 1.70 | 4.94 | 5.76 | 5.75 | 3.14 | 2.20 | 2.10 | 2.86 | 2.74 | 6.12 | 5.40 | 4.92 | 3.86 | 1.00 | 1.12 | 2.63 |
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 |
|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate |
-8.10%
Feb 2006 - Feb 2009 |
-1.12%
Feb 2004 - Feb 2009 |
4.55%
May 2007 - May 2017 |
4.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Strategic Asset Allocation - Optimal Moderate |
17.78%
Feb 2009 - Feb 2012 |
15.13%
Feb 2009 - Feb 2014 |
9.61%
Feb 2009 - Feb 2019 |
9.01%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart