Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Insperity 401 K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 25.70% | 2.07% | 15.21% | 9.48% | 9.80% | 8.73% | 9.65% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Insperity 401 K 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 (%) | -1.09 | 25.70 | 2.07 | 15.21 | 9.48 | 9.80 | 8.73 | 9.65 | NA | 6.96 | 13.03 | -15.49 | 12.80 | 74.38 | 14.77 | -5.44 | 5.27 | 2.04 | 0.68 | 8.15 | 10.48 | 13.40 | 1.08 | 14.51 | 27.20 | -23.07 | 5.79 | 15.62 | 10.01 | 15.93 | 21.61 | 5.29 | 10.94 |
| Sharpe Ratio | NA | 0.16 | -0.27 | 0.56 | 0.43 | NA | NA | 0.55 | 0.03 | 0.05 | 0.95 | -1.30 | 1.49 | 1.60 | 1.82 | -0.76 | 0.82 | 0.21 | 0.07 | 1.24 | 1.62 | 2.42 | 0.09 | 1.36 | 1.22 | -0.97 | 0.27 | 1.66 | 1.10 | 1.88 | 3.32 | 0.50 | 1.31 |
| Standard Deviation(%) | NA | 7.66 | 10.23 | 22.63 | 16.98 | NA | NA | 14.14 | 4.07 | 7.75 | 9.24 | 12.99 | 8.57 | 46.46 | 7.33 | 8.85 | 5.63 | 8.63 | 9.46 | 6.57 | 6.46 | 5.52 | 11.76 | 10.62 | 22.24 | 24.79 | 10.52 | 7.46 | 7.12 | 7.97 | 6.30 | 8.35 | 6.59 |
| Draw Down(%) | NA | 6.11 | 20.41 | 23.98 | 24.58 | NA | NA | 38.48 | 0.32 | 6.11 | 8.74 | 21.18 | 5.11 | 23.98 | 4.29 | 12.29 | 5.80 | 8.19 | 8.20 | 5.01 | 6.41 | 4.38 | 12.71 | 6.99 | 18.17 | 37.77 | 6.69 | 6.79 | 4.16 | 9.29 | 4.80 | 9.79 | 6.89 |
| Yield(%) | NA | 7.60 | 5.64 | 5.82 | 5.77 | NA | NA | 5.10 | NA | 0.91 | 7.64 | 4.58 | 5.15 | 6.72 | 2.67 | 7.69 | 0.56 | 4.80 | 11.76 | 4.27 | 4.45 | 4.87 | 3.45 | 4.64 | 3.23 | 5.43 | 5.35 | 5.21 | 4.39 | 5.14 | 3.64 | 4.75 | 6.12 |
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 |
|---|---|---|---|---|
| Insperity 401 K Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.54%
Feb 2006 - Feb 2009 |
-0.36%
Mar 2015 - Mar 2020 |
4.25%
Mar 2010 - Mar 2020 |
5.15%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Insperity 401 K Plan Strategic Asset Allocation - Equal Weight Moderate |
31.18%
Dec 2018 - Dec 2021 |
17.58%
Dec 2016 - Dec 2021 |
12.43%
Sep 2011 - Sep 2021 |
11.56%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart