Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| YAHOO INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 22.56% | 5.23% | 8.47% | 6.70% | 8.26% | 8.64% | 8.51% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAHOO INC. 401K PLAN Tactical Asset Allocation 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 (%) | -0.78 | 22.56 | 5.23 | 8.47 | 6.70 | 8.26 | 8.64 | 8.51 | NA | 7.84 | 14.50 | -6.50 | 9.72 | 11.57 | 19.18 | -8.65 | 8.31 | 13.26 | -2.37 | 7.01 | 16.24 | 11.95 | 3.51 | 15.35 | 15.08 | 0.46 | 11.17 | 13.41 | 7.47 | 13.42 | 15.11 | -1.11 | 2.90 |
| Sharpe Ratio | NA | 0.28 | 0.16 | 0.38 | 0.46 | NA | NA | 0.73 | 0.05 | 0.12 | 1.30 | -0.63 | 0.90 | 0.63 | 2.42 | -1.08 | 1.49 | 1.55 | -0.29 | 0.93 | 2.20 | 1.65 | 0.26 | 1.53 | 1.55 | -0.08 | 0.80 | 1.16 | 0.81 | 1.46 | 1.94 | -0.40 | 0.10 |
| Standard Deviation(%) | NA | 10.41 | 10.47 | 12.47 | 10.41 | NA | NA | 9.29 | 10.25 | 10.50 | 7.87 | 12.57 | 10.82 | 18.14 | 7.36 | 9.23 | 5.17 | 8.43 | 8.37 | 7.48 | 7.37 | 7.21 | 13.59 | 9.99 | 9.67 | 5.76 | 10.17 | 8.72 | 6.53 | 8.55 | 7.43 | 5.48 | 5.77 |
| Draw Down(%) | NA | 6.85 | 12.14 | 20.60 | 20.60 | NA | NA | 20.60 | 0.87 | 6.85 | 6.54 | 13.39 | 6.10 | 20.60 | 3.39 | 14.95 | 3.24 | 5.82 | 9.28 | 5.21 | 4.89 | 5.19 | 11.61 | 7.65 | 4.98 | 5.42 | 7.16 | 10.61 | 4.98 | 8.66 | 5.32 | 5.42 | 7.12 |
| Yield(%) | NA | 4.61 | 4.95 | 4.18 | 4.70 | NA | NA | 0.00 | NA | 1.03 | 4.82 | 4.19 | 6.11 | 3.20 | 3.18 | 3.39 | 3.35 | 6.33 | 8.90 | 7.17 | 1.75 | 3.33 | 2.60 | 2.45 | 3.27 | 4.49 | 8.62 | 9.38 | 5.78 | 3.21 | 2.71 | 4.42 | 5.42 |
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 PLAN Tactical Asset Allocation Moderate |
2.13%
Mar 2017 - Mar 2020 |
2.59%
Mar 2015 - Mar 2020 |
5.35%
Oct 2013 - Oct 2023 |
6.75%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAHOO INC. 401K PLAN Tactical Asset Allocation Moderate |
15.52%
Apr 2003 - Apr 2006 |
13.43%
Jun 2009 - Jun 2014 |
11.40%
Mar 2003 - Mar 2013 |
10.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart