Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 3PAR INC 401K PLAN Tactical Asset Allocation Moderate | NA | 11.87% | 9.58% | 8.11% | 10.06% | 10.72% | NA | 9.01% |
Data as of 08/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 3PAR INC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.12 | 11.87 | 9.58 | 8.11 | 10.06 | 10.72 | NA | 9.01 | 0.27 | 12.97 | 5.01 | 1.14 | 4.78 | 18.56 | 15.74 | 0.35 | 17.13 | 18.38 | 2.99 | 14.19 | 12.04 | 11.15 | 12.26 | 14.99 | -9.17 | -2.81 |
| Sharpe Ratio | NA | 0.05 | 0.66 | 0.61 | 0.98 | NA | NA | 0.80 | -0.08 | 2.81 | 0.55 | 0.12 | 0.57 | 2.55 | 2.02 | 0.02 | 1.61 | 1.86 | 0.35 | 1.10 | 1.09 | 1.28 | 1.33 | 1.82 | -1.30 | -0.60 |
| Standard Deviation(%) | NA | 10.12 | 8.29 | 8.35 | 9.50 | NA | NA | 8.93 | 10.72 | 4.39 | 8.65 | 9.04 | 8.36 | 7.26 | 7.76 | 15.31 | 10.62 | 9.80 | 5.96 | 10.22 | 8.07 | 7.00 | 8.48 | 7.87 | 7.89 | 8.53 |
| Draw Down(%) | NA | 9.22 | 9.23 | 9.93 | 15.35 | NA | NA | 18.04 | 9.22 | 1.67 | 7.53 | 8.27 | 6.96 | 5.55 | 5.48 | 15.35 | 7.25 | 4.94 | 5.01 | 6.62 | 9.79 | 5.15 | 7.68 | 5.57 | 12.05 | 13.91 |
| Yield(%) | NA | 5.26 | 4.49 | 4.91 | 4.81 | NA | NA | 0.00 | 0.74 | 6.03 | 2.95 | 5.64 | 7.41 | 4.04 | 5.76 | 2.66 | 4.27 | 5.09 | 9.12 | 8.04 | 6.64 | 2.43 | 2.39 | 2.96 | 4.76 | 7.10 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| 3PAR INC 401K PLAN Tactical Asset Allocation Moderate |
2.23%
Aug 2001 - Aug 2004 |
5.52%
Oct 2013 - Oct 2018 |
8.42%
Sep 2001 - Sep 2011 |
8.32%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 3PAR INC 401K PLAN Tactical Asset Allocation Moderate |
16.20%
Oct 2004 - Oct 2007 |
14.83%
Feb 2009 - Feb 2014 |
12.58%
Jul 2003 - Jul 2013 |
10.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart