Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | NA | 6.48% | 2.03% | 6.20% | 2.16% | 3.57% | NA | 2.85% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.93 | 6.48 | 2.03 | 6.20 | 2.16 | 3.57 | NA | 2.85 | 4.33 | -8.99 | 4.29 | 19.08 | 8.15 | 2.06 | 7.60 | 11.19 | -28.77 | 6.22 | 13.63 | 4.64 | 9.07 | 14.85 | -7.85 | -5.83 |
| Sharpe Ratio | NA | 0.37 | -0.04 | 0.59 | 0.09 | NA | NA | 0.15 | 0.44 | -0.93 | 0.62 | 2.81 | 0.93 | 0.15 | 0.73 | 0.69 | -1.17 | 0.33 | 1.73 | 0.42 | 1.39 | 1.63 | -0.68 | -0.71 |
| Standard Deviation(%) | NA | 9.43 | 8.74 | 8.39 | 12.78 | NA | NA | 11.51 | 9.42 | 9.66 | 6.90 | 6.77 | 8.69 | 13.32 | 10.30 | 16.16 | 25.29 | 9.73 | 5.99 | 5.96 | 5.84 | 8.70 | 13.20 | 11.47 |
| Draw Down(%) | NA | 8.14 | 16.51 | 16.51 | 41.57 | NA | NA | 41.57 | 7.55 | 11.99 | 5.15 | 3.78 | 7.68 | 10.56 | 9.19 | 17.27 | 30.73 | 5.55 | 4.77 | 3.58 | 3.29 | 8.64 | 16.87 | 16.71 |
| Yield(%) | NA | 4.02 | 1.70 | 1.21 | 1.66 | NA | NA | 1.85 | 4.05 | 0.61 | 0.47 | 0.31 | 0.65 | 0.74 | 0.89 | 0.38 | 0.53 | 7.97 | 4.99 | 2.73 | 0.83 | 1.03 | 1.25 | 2.23 |
Data as of 09/30/2016, 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 |
|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
-9.39%
Feb 2006 - Feb 2009 |
-3.14%
Feb 2004 - Feb 2009 |
1.77%
Nov 2006 - Nov 2016 |
2.31%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
13.39%
Feb 2009 - Feb 2012 |
11.89%
Feb 2009 - Feb 2014 |
5.02%
Mar 2003 - Mar 2013 |
3.59%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison Chart