Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.83% | 2.71% | 7.48% | 5.85% | 7.13% | 5.98% | 5.90% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAN ADMINISTRATORS 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 (%) | -0.94 | 24.83 | 2.71 | 7.48 | 5.85 | 7.13 | 5.98 | 5.90 | NA | 34.45 | 15.05 | -15.94 | 7.42 | 21.49 | 16.25 | -3.85 | 9.42 | 2.61 | -0.10 | 6.33 | 17.85 | 11.15 | 1.32 | 8.67 | 25.19 | -29.56 | 7.65 | 9.99 | 7.81 | 8.85 | 16.69 | -5.18 | 2.31 |
| Sharpe Ratio | NA | 1.48 | 0.40 | 0.59 | 0.54 | NA | NA | 0.49 | 0.06 | 1.39 | 1.29 | -1.22 | 0.81 | 1.20 | 2.19 | -0.53 | 1.76 | 0.30 | -0.01 | 0.96 | 2.68 | 1.58 | 0.10 | 0.84 | 1.72 | -1.46 | 0.53 | 1.03 | 0.99 | 1.22 | 2.04 | -0.63 | 0.01 |
| Standard Deviation(%) | NA | 19.97 | 15.01 | 14.65 | 11.70 | NA | NA | 10.75 | 8.82 | 20.00 | 8.38 | 14.22 | 9.17 | 17.67 | 6.79 | 9.72 | 4.98 | 7.94 | 8.32 | 6.57 | 6.64 | 7.00 | 12.54 | 10.19 | 14.61 | 20.82 | 8.75 | 6.51 | 5.69 | 6.49 | 7.85 | 9.93 | 0.05 |
| Draw Down(%) | NA | 6.46 | 20.81 | 22.09 | 22.09 | NA | NA | 41.63 | 0.64 | 6.15 | 7.83 | 21.89 | 6.31 | 19.68 | 3.13 | 11.59 | 4.31 | 7.30 | 8.42 | 4.45 | 5.48 | 5.37 | 10.96 | 8.53 | 15.92 | 37.59 | 5.80 | 7.55 | 4.38 | 5.83 | 8.13 | 12.64 | 0.00 |
| Yield(%) | NA | 4.68 | 4.25 | 3.97 | 3.45 | NA | NA | 3.13 | NA | 0.49 | 4.68 | 2.35 | 5.15 | 4.06 | 3.45 | 3.69 | 0.19 | 1.08 | 4.52 | 5.46 | 4.45 | 2.15 | 1.55 | 1.65 | 2.10 | 3.29 | 6.85 | 5.38 | 2.89 | 2.43 | 1.16 | 0.79 | 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 |
|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-9.96%
Feb 2006 - Feb 2009 |
-3.07%
Feb 2004 - Feb 2009 |
3.51%
Sep 2001 - Sep 2011 |
3.70%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
17.76%
Feb 2009 - Feb 2012 |
15.59%
Feb 2009 - Feb 2014 |
9.46%
Feb 2009 - Feb 2019 |
8.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart