Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NETGEAR 401K Tactical Asset Allocation Moderate | NA | 20.17% | 1.27% | 7.92% | 6.91% | 7.95% | 8.15% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NETGEAR 401K 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 | Common | Inception | 2025 | 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 (%) | -0.52 | 20.17 | 1.27 | 7.92 | 6.91 | 7.95 | 8.15 | … | … | -0.05 | 3.13 | 11.99 | -16.68 | 12.38 | 26.86 | 17.34 | -6.30 | 11.72 | 8.75 | 0.43 | 3.97 | 10.05 | 10.69 | 3.66 | 16.12 | 26.87 | -10.87 | 15.94 | 9.98 | 5.91 | 16.22 | 16.81 | 7.28 | 2.36 |
| Sharpe Ratio | NA | -0.27 | -0.38 | 0.30 | 0.41 | NA | NA | … | … | -0.01 | -0.35 | 0.85 | -1.24 | 1.16 | 1.46 | 2.18 | -0.69 | 1.70 | 0.98 | 0.04 | 0.55 | 1.20 | 1.47 | 0.25 | 1.34 | 2.66 | -1.29 | 1.05 | 0.68 | 0.50 | 1.73 | 2.23 | 1.11 | 0.01 |
| Standard Deviation(%) | NA | 9.94 | 11.45 | 12.99 | 11.02 | NA | NA | … | … | 9.70 | 10.00 | 9.12 | 14.56 | 10.64 | 18.22 | 7.30 | 10.97 | 6.54 | 8.76 | 8.95 | 7.22 | 8.36 | 7.22 | 14.73 | 11.93 | 10.08 | 9.18 | 12.37 | 9.90 | 7.51 | 8.83 | 7.23 | 5.58 | 5.63 |
| Draw Down(%) | NA | 7.75 | 19.96 | 22.16 | 22.16 | NA | NA | … | … | 0.90 | 7.75 | 8.82 | 22.16 | 6.75 | 21.20 | 3.47 | 14.99 | 3.12 | 7.75 | 10.06 | 5.53 | 9.61 | 5.41 | 12.70 | 8.74 | 4.99 | 18.71 | 9.65 | 13.75 | 4.62 | 10.37 | 5.73 | 4.63 | 4.13 |
| Yield(%) | NA | 7.50 | 6.88 | 7.48 | 6.40 | NA | NA | … | … | NA | 2.42 | 5.98 | 4.59 | 8.96 | 7.41 | 13.45 | 7.40 | 1.48 | 3.60 | 5.73 | 6.43 | 1.95 | 4.43 | 4.16 | 2.22 | 4.19 | 3.93 | 5.26 | 4.56 | 5.16 | 6.55 | 7.77 | 4.91 | 8.09 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETGEAR 401K Tactical Asset Allocation Moderate |
-1.27%
Dec 2021 – Dec 2024 |
3.11%
Mar 2015 – Mar 2020 |
5.46%
Oct 2013 – Oct 2023 |
6.47%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETGEAR 401K Tactical Asset Allocation Moderate |
18.71%
Dec 2018 – Dec 2021 |
14.39%
Mar 2003 – Mar 2008 |
11.70%
Apr 2003 – Apr 2013 |
9.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart