Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 10.25% | 0.78% | 7.20% | 4.47% | 7.50% | 6.56% | 7.33% |
Data as of 12/29/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 03/15/2024 |
| 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 (%) | 0.51 | 10.25 | 0.78 | 7.20 | 4.47 | 7.50 | 6.56 | 7.33 | 3.69 | 10.56 | -13.06 | 6.07 | 16.57 | 19.10 | -4.73 | 6.11 | 3.25 | -0.29 | 4.94 | 13.93 | 13.15 | 0.84 | 13.18 | 25.80 | -23.95 | 9.31 | 16.15 | 10.00 | 17.17 | 28.12 | -1.12 | 5.04 |
| Sharpe Ratio | NA | 1.35 | -0.06 | 0.39 | 0.37 | NA | NA | 0.57 | 0.36 | 0.71 | -1.02 | 0.63 | 0.94 | 2.62 | -0.69 | 1.06 | 0.38 | -0.04 | 0.69 | 2.03 | 1.98 | 0.06 | 1.27 | 1.42 | -1.08 | 0.64 | 1.69 | 1.28 | 2.35 | 4.97 | -0.27 | 0.37 |
| Standard Deviation(%) | NA | 8.38 | 10.92 | 12.05 | 10.05 | NA | NA | 10.66 | 8.29 | 8.94 | 14.13 | 9.65 | 17.39 | 6.74 | 8.81 | 5.16 | 8.03 | 8.18 | 7.16 | 6.83 | 6.61 | 12.88 | 10.31 | 18.13 | 22.96 | 9.89 | 7.64 | 6.13 | 6.90 | 5.52 | 8.17 | 7.37 |
| Draw Down(%) | NA | 8.20 | 22.84 | 22.84 | 22.84 | NA | NA | 37.92 | 1.48 | 8.90 | 19.82 | 6.49 | 21.03 | 2.35 | 11.02 | 3.65 | 7.72 | 7.40 | 5.86 | 6.88 | 4.75 | 13.01 | 7.68 | 17.76 | 36.70 | 8.00 | 8.85 | 4.78 | 8.11 | 3.41 | 13.03 | 9.03 |
| Yield(%) | NA | 6.25 | 5.13 | 6.24 | 5.63 | NA | NA | 4.76 | 0.65 | 5.75 | 5.53 | 3.20 | 9.06 | 5.68 | 7.97 | 0.40 | 2.56 | 8.45 | 5.97 | 4.88 | 4.76 | 2.79 | 2.46 | 3.51 | 4.35 | 5.80 | 5.78 | 5.34 | 3.54 | 2.71 | 3.85 | 4.52 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-6.27%
Feb 2006 - Feb 2009 |
1.33%
Feb 2004 - Feb 2009 |
3.56%
Oct 2013 - Oct 2023 |
4.14%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
20.82%
Mar 2003 - Mar 2006 |
17.16%
Oct 2002 - Oct 2007 |
10.59%
Mar 2003 - Mar 2013 |
8.79%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart