Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Belvoir Federal Credit Union 401(k) Strategic Asset Allocation - Optimal Moderate | NA | 23.29% | 0.93% | 5.60% | 4.56% | 5.98% | 5.43% | 5.05% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Belvoir Federal Credit Union 401(k) 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 (%) | -1.16 | 23.29 | 0.93 | 5.60 | 4.56 | 5.98 | 5.43 | 5.05 | NA | 5.15 | 16.09 | -17.75 | 11.35 | 11.06 | 16.71 | -8.00 | 7.67 | 5.91 | -0.10 | 5.77 | 14.19 | 11.79 | -1.89 | 10.89 | 22.34 | -23.34 | 7.56 | 9.79 | 6.44 | 10.75 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.02 | -0.27 | 0.15 | 0.25 | NA | NA | 0.33 | 0.00 | -0.15 | 1.20 | -1.24 | 1.30 | 0.58 | 2.29 | -1.02 | 1.40 | 0.64 | -0.02 | 0.87 | 1.97 | 1.48 | -0.14 | 0.99 | 1.34 | -1.16 | 0.47 | 0.95 | 0.71 | 1.27 | 0.05 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 9.58 | 11.97 | 13.08 | 10.76 | NA | NA | 10.38 | 8.29 | 9.65 | 9.88 | 15.48 | 8.72 | 18.63 | 6.70 | 9.12 | 5.02 | 8.94 | 8.46 | 6.62 | 7.19 | 7.92 | 14.05 | 10.88 | 16.63 | 20.84 | 9.66 | 6.86 | 5.99 | 7.75 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.96 | 21.98 | 23.81 | 23.81 | NA | NA | 36.24 | 0.71 | 6.96 | 9.28 | 23.15 | 4.20 | 22.98 | 3.76 | 13.93 | 3.31 | 7.28 | 8.14 | 5.51 | 6.41 | 6.34 | 14.06 | 8.04 | 14.48 | 33.37 | 6.73 | 6.86 | 4.58 | 6.73 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 4.88 | 4.48 | 4.23 | 4.23 | NA | NA | 3.70 | NA | 0.36 | 5.18 | 2.94 | 5.20 | 3.73 | 4.12 | 4.56 | 0.33 | 3.69 | 7.26 | 5.66 | 6.47 | 4.77 | 1.71 | 3.75 | 3.06 | 1.82 | 6.44 | 4.37 | 3.08 | 2.41 | 0.69 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Belvoir Federal Credit Union 401(k) Strategic Asset Allocation - Optimal Moderate |
-7.10%
Feb 2006 - Feb 2009 |
-0.99%
Feb 2004 - Feb 2009 |
3.09%
Oct 2013 - Oct 2023 |
3.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Belvoir Federal Credit Union 401(k) Strategic Asset Allocation - Optimal Moderate |
15.80%
Feb 2009 - Feb 2012 |
13.91%
Feb 2009 - Feb 2014 |
8.39%
Feb 2009 - Feb 2019 |
7.33%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart