Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 31.78% | 8.13% | 9.81% | 6.93% | 6.70% | 6.99% | 6.98% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.85 | 31.78 | 8.13 | 9.81 | 6.93 | 6.70 | 6.99 | 6.98 | NA | 13.50 | 21.54 | -10.20 | 7.18 | 15.13 | 16.99 | -6.96 | 12.69 | 0.97 | 0.22 | 4.12 | 8.38 | 10.25 | -1.89 | 6.60 | 24.42 | -25.57 | 16.30 | 14.11 | 14.83 | 16.17 | 27.25 | -7.98 | -3.32 |
| Sharpe Ratio | NA | 1.06 | 0.41 | 0.33 | 0.34 | NA | NA | 0.41 | 0.06 | 0.87 | 2.14 | -0.86 | 0.21 | 0.79 | 2.32 | -0.95 | 2.67 | 0.09 | 0.02 | 0.67 | 1.31 | 1.28 | -0.14 | 0.67 | 1.51 | -1.15 | 1.16 | 1.14 | 1.63 | 1.95 | 3.71 | -1.07 | -0.58 |
| Standard Deviation(%) | NA | 7.82 | 10.13 | 19.35 | 14.67 | NA | NA | 12.79 | 5.91 | 7.90 | 8.07 | 13.40 | 34.83 | 18.76 | 6.72 | 8.67 | 4.51 | 8.70 | 8.11 | 6.08 | 6.39 | 7.94 | 13.37 | 9.68 | 16.13 | 23.08 | 11.43 | 9.55 | 7.77 | 7.79 | 7.15 | 8.50 | 9.77 |
| Draw Down(%) | NA | 6.46 | 16.09 | 24.75 | 24.75 | NA | NA | 35.65 | 0.41 | 6.46 | 5.33 | 17.32 | 16.21 | 22.30 | 3.28 | 12.12 | 2.27 | 6.47 | 7.54 | 4.80 | 5.84 | 6.81 | 12.91 | 7.99 | 14.29 | 35.18 | 7.83 | 11.56 | 5.91 | 7.60 | 7.73 | 20.30 | 19.16 |
| Yield(%) | NA | 16.00 | 10.58 | 7.62 | 4.96 | NA | NA | 3.73 | NA | 4.61 | 15.35 | 7.52 | 3.23 | 4.63 | 1.65 | 2.95 | 0.80 | 0.99 | 3.90 | 2.98 | 2.38 | 1.55 | 1.35 | 1.46 | 1.54 | 4.66 | 5.41 | 5.31 | 3.35 | 3.38 | 2.47 | 1.78 | 2.62 |
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 |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.60%
Feb 2006 - Feb 2009 |
0.52%
Oct 2007 - Oct 2012 |
3.06%
Oct 2007 - Oct 2017 |
3.02%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
23.65%
Mar 2003 - Mar 2006 |
18.29%
Oct 2002 - Oct 2007 |
9.96%
Mar 2003 - Mar 2013 |
8.13%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart