Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 1.09% | 1.01% | 3.29% | 3.20% | 6.03% | 5.24% | 5.56% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.17 | 1.09 | 1.01 | 3.29 | 3.20 | 6.03 | 5.24 | 5.56 | 0.37 | 9.13 | -12.14 | 10.24 | 3.89 | 21.08 | -4.12 | 8.96 | 0.44 | 1.39 | 6.98 | 8.04 | 11.85 | 1.49 | 11.73 | 26.77 | -21.68 | 5.54 | 11.47 | 7.00 | 13.56 | 19.94 | 0.15 | 2.85 |
| Sharpe Ratio | NA | 0.12 | 0.02 | 0.31 | 0.34 | NA | NA | 0.51 | 0.01 | 0.59 | -1.07 | 1.31 | 0.20 | 3.12 | -0.68 | 1.94 | 0.03 | 0.17 | 1.11 | 1.31 | 2.30 | 0.13 | 1.30 | 1.93 | -1.20 | 0.35 | 1.51 | 1.04 | 2.40 | 3.98 | -0.16 | 0.10 |
| Standard Deviation(%) | NA | 8.10 | 9.80 | 11.49 | 9.57 | NA | NA | 9.20 | 7.99 | 8.24 | 12.62 | 7.82 | 18.19 | 6.31 | 8.01 | 4.28 | 8.40 | 8.05 | 6.25 | 6.12 | 5.12 | 10.97 | 8.94 | 13.79 | 18.76 | 7.30 | 5.44 | 4.65 | 5.27 | 4.84 | 5.92 | 5.52 |
| Draw Down(%) | NA | 8.02 | 17.81 | 27.17 | 27.17 | NA | NA | 33.12 | 1.53 | 8.02 | 17.81 | 5.68 | 27.17 | 2.04 | 10.33 | 2.88 | 7.44 | 6.83 | 4.75 | 6.71 | 3.58 | 10.75 | 6.47 | 13.44 | 32.02 | 4.81 | 5.15 | 3.44 | 6.82 | 3.21 | 10.27 | 6.81 |
| Yield(%) | NA | 5.75 | 5.31 | 5.39 | 4.88 | NA | NA | 4.99 | 0.00 | 6.08 | 5.85 | 4.00 | 6.13 | 5.19 | 5.74 | 0.34 | 1.73 | 9.37 | 4.82 | 5.51 | 5.19 | 4.74 | 5.26 | 4.12 | 4.03 | 6.54 | 5.67 | 4.75 | 5.23 | 5.04 | 3.77 | 5.72 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.77%
Feb 2006 - Feb 2009 |
-0.38%
Feb 2004 - Feb 2009 |
3.20%
Oct 2013 - Oct 2023 |
3.89%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.21%
Feb 2009 - Feb 2012 |
14.69%
Feb 2009 - Feb 2014 |
8.80%
Feb 2009 - Feb 2019 |
7.28%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart