Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate | NA | 19.63% | 0.27% | 5.00% | 4.59% | 6.54% | 6.08% | 6.72% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.17 | 19.63 | 0.27 | 5.00 | 4.59 | 6.54 | 6.08 | 6.72 | NA | 4.76 | 9.48 | -15.45 | 6.83 | 17.95 | 18.17 | -7.26 | 8.04 | 3.88 | -0.29 | 4.92 | 12.98 | 11.94 | 1.59 | 16.55 | 27.46 | -26.07 | 6.52 | 13.61 | 10.17 | 13.27 | 23.96 | -1.20 | 4.55 |
| Sharpe Ratio | NA | -0.16 | -0.49 | 0.13 | 0.25 | NA | NA | 0.48 | 0.01 | -0.23 | 0.65 | -1.32 | 0.74 | 1.01 | 2.55 | -0.93 | 1.56 | 0.47 | -0.04 | 0.83 | 1.92 | 1.65 | 0.12 | 1.47 | 1.46 | -1.14 | 0.38 | 1.50 | 1.37 | 1.95 | 4.06 | -0.33 | 0.58 |
| Standard Deviation(%) | NA | 7.96 | 9.87 | 11.69 | 9.81 | NA | NA | 10.42 | 6.26 | 8.00 | 8.05 | 12.78 | 9.16 | 17.48 | 6.58 | 9.24 | 4.75 | 7.77 | 8.33 | 5.94 | 6.75 | 7.22 | 12.83 | 11.17 | 18.73 | 23.64 | 9.34 | 6.88 | 5.84 | 6.32 | 5.73 | 7.08 | 3.83 |
| Draw Down(%) | NA | 6.73 | 20.93 | 23.86 | 23.86 | NA | NA | 39.12 | 0.50 | 6.60 | 8.48 | 21.43 | 6.31 | 23.86 | 2.61 | 13.88 | 2.27 | 7.45 | 9.18 | 4.75 | 7.34 | 6.02 | 13.02 | 7.79 | 16.19 | 37.77 | 6.41 | 7.59 | 3.81 | 5.64 | 5.85 | 11.82 | 2.96 |
| Yield(%) | NA | 4.11 | 4.20 | 3.45 | 3.11 | NA | NA | 3.46 | NA | 0.27 | 4.22 | 2.75 | 5.56 | 2.42 | 2.17 | 3.09 | 0.33 | 3.42 | 4.00 | 3.30 | 2.31 | 3.42 | 3.29 | 2.25 | 2.93 | 4.10 | 5.73 | 5.30 | 4.89 | 4.53 | 2.18 | 2.39 | 4.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
-8.35%
Feb 2006 - Feb 2009 |
-0.86%
Feb 2004 - Feb 2009 |
3.37%
Oct 2013 - Oct 2023 |
3.97%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Strategic Asset Allocation - Optimal Moderate |
21.65%
Feb 2009 - Feb 2012 |
16.90%
Feb 2009 - Feb 2014 |
9.65%
Feb 2009 - Feb 2019 |
8.30%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart