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Performance Comparison
Comparison Box

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