Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | -1.94% | 5.73% | 6.07% | 9.30% | 7.36% | NA | 7.44% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.22 | -1.94 | 5.73 | 6.07 | 9.30 | 7.36 | NA | 7.44 | -6.55 | 12.60 | 6.37 | 4.49 | 6.19 | 18.72 | 16.62 | -1.07 | 10.37 | 23.67 | -24.90 | 10.33 | 11.56 | 9.65 | 11.52 | 23.40 | -4.12 | 4.10 |
| Sharpe Ratio | NA | -0.90 | 0.43 | 0.54 | 0.85 | NA | NA | 0.55 | -0.90 | 2.91 | 0.77 | 0.52 | 1.00 | 2.70 | 2.08 | -0.07 | 0.91 | 1.44 | -1.13 | 0.79 | 1.20 | 1.30 | 1.51 | 2.61 | -0.43 | 0.20 |
| Standard Deviation(%) | NA | 8.74 | 7.26 | 7.33 | 10.00 | NA | NA | 10.65 | 8.74 | 4.11 | 8.01 | 8.54 | 6.18 | 6.91 | 7.98 | 14.91 | 11.35 | 16.42 | 22.81 | 9.20 | 6.86 | 5.77 | 7.01 | 8.69 | 11.99 | 9.06 |
| Draw Down(%) | NA | 12.97 | 12.97 | 12.97 | 17.77 | NA | NA | 38.02 | 12.97 | 1.73 | 6.83 | 6.89 | 5.14 | 5.71 | 6.10 | 14.68 | 9.67 | 17.77 | 35.03 | 6.07 | 6.96 | 3.77 | 6.02 | 8.71 | 16.58 | 11.28 |
| Yield(%) | NA | 4.71 | 2.79 | 3.31 | 3.53 | NA | NA | 3.99 | 4.69 | 0.76 | 2.86 | 5.64 | 2.62 | 3.60 | 4.05 | 2.63 | 4.06 | 3.94 | 4.02 | 6.95 | 6.52 | 3.26 | 3.44 | 3.52 | 3.81 | 5.49 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-6.95%
Feb 2006 - Feb 2009 |
-0.68%
Feb 2004 - Feb 2009 |
6.04%
Jan 2006 - Jan 2016 |
7.00%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
18.02%
Feb 2009 - Feb 2012 |
16.38%
Feb 2009 - Feb 2014 |
9.74%
Nov 2008 - Nov 2018 |
8.99%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart