Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
Echostar Corporation 401(K) Plan By Fidelity Tactical Asset Allocation Moderate | NA | 2.06% | 5.77% | 4.45% | 6.64% | 7.68% | NA | 7.77% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
Echostar Corporation 401(K) Plan By Fidelity Tactical Asset Allocation 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 (%) | 0.50 | 2.06 | 5.77 | 4.45 | 6.64 | 7.68 | NA | 7.77 | 8.55 | 11.15 | 3.16 | 1.69 | -0.41 | 15.76 | 5.18 | 2.27 | 9.95 | 15.51 | -1.85 | 11.26 | 12.21 | 9.46 | 13.86 | 19.12 | 0.93 | 2.31 |
Sharpe Ratio | NA | -1.57 | -2.73 | -2.75 | -1.80 | NA | NA | -1.87 | -1.58 | -1.46 | -6.66 | -3.17 | -2.55 | -0.42 | -2.92 | -1.68 | -0.82 | -0.37 | -4.61 | -1.14 | -1.30 | -1.96 | -0.76 | -0.03 | -4.56 | -402.92 |
Standard Deviation(%) | NA | 8.23 | 6.32 | 6.37 | 7.36 | NA | NA | 6.88 | 8.23 | 5.53 | 4.65 | 5.31 | 7.41 | 6.62 | 4.58 | 9.65 | 10.59 | 8.29 | 4.65 | 9.43 | 7.79 | 5.90 | 7.51 | 5.61 | 4.13 | 0.05 |
Draw Down(%) | NA | 5.50 | 5.50 | 7.56 | 9.01 | NA | NA | 10.92 | 5.50 | 2.85 | 4.45 | 4.31 | 5.55 | 4.57 | 4.00 | 9.01 | 9.01 | 4.46 | 4.11 | 7.25 | 10.92 | 4.79 | 6.89 | 3.01 | 3.79 | 0.00 |
Yield(%) | NA | 7.10 | 3.30 | 2.84 | 3.58 | NA | NA | 3.56 | 7.07 | 0.26 | 2.55 | 2.03 | 2.36 | 7.86 | 4.86 | 3.14 | 2.94 | 2.71 | 1.73 | 5.55 | 7.39 | 4.96 | 3.76 | 1.84 | 0.83 | 2.31 |
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 |
---|---|---|---|---|
Echostar Corporation 401(K) Plan By Fidelity Tactical Asset Allocation Moderate |
1.47%
Dec 2013 - Dec 2016 |
3.32%
Apr 2011 - Apr 2016 |
5.90%
Oct 2007 - Oct 2017 |
7.39%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Echostar Corporation 401(K) Plan By Fidelity Tactical Asset Allocation Moderate |
16.75%
Apr 2003 - Apr 2006 |
14.12%
Oct 2002 - Oct 2007 |
10.07%
Jul 2003 - Jul 2013 |
8.69%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart