Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Optimal Moderate | NA | 11.26% | 0.09% | 2.75% | 3.23% | 6.89% | 5.46% | 5.83% |
Data as of 03/28/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 06/24/2024 |
| 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 (%) | 0.38 | 11.26 | 0.09 | 2.75 | 3.23 | 6.89 | 5.46 | 5.83 | 4.11 | 10.20 | -17.72 | 5.31 | 12.27 | 11.77 | -8.80 | 10.73 | 5.87 | -0.82 | 6.13 | 14.50 | 11.94 | -0.02 | 13.41 | 26.70 | -29.59 | 13.64 | 12.38 | 12.90 | 14.49 | 24.99 | -8.08 | 7.20 |
| Sharpe Ratio | NA | 0.69 | -0.38 | 0.03 | 0.17 | NA | NA | 0.41 | 0.31 | 0.67 | -1.51 | 0.49 | 0.56 | 1.13 | -1.15 | 1.86 | 0.65 | -0.11 | 0.88 | 1.99 | 1.49 | 0.00 | 1.17 | 1.63 | -1.42 | 1.04 | 1.10 | 1.50 | 1.76 | 2.71 | -0.75 | 0.47 |
| Standard Deviation(%) | NA | 8.40 | 10.09 | 13.47 | 10.96 | NA | NA | 11.41 | 7.78 | 8.83 | 12.62 | 10.84 | 21.49 | 9.17 | 8.78 | 5.44 | 8.69 | 8.03 | 6.92 | 7.29 | 8.00 | 15.14 | 11.35 | 16.32 | 21.48 | 10.20 | 8.31 | 7.14 | 7.71 | 8.96 | 12.21 | 10.51 |
| Draw Down(%) | NA | 10.82 | 24.32 | 30.56 | 30.56 | NA | NA | 41.28 | 4.69 | 10.82 | 22.49 | 8.58 | 28.30 | 6.13 | 15.22 | 3.56 | 7.12 | 7.38 | 5.46 | 6.10 | 5.91 | 15.17 | 8.75 | 15.42 | 38.66 | 7.58 | 9.66 | 5.50 | 7.15 | 8.45 | 18.71 | 10.61 |
| Yield(%) | NA | 3.09 | 6.45 | 6.99 | 5.34 | NA | NA | 4.62 | 0.59 | 3.12 | 5.73 | 9.50 | 12.05 | 2.20 | 5.72 | 0.34 | 1.53 | 6.38 | 5.19 | 6.28 | 2.55 | 3.52 | 2.98 | 2.65 | 3.00 | 6.12 | 5.12 | 6.10 | 5.98 | 3.37 | 2.59 | 3.63 |
Data as of 03/28/2024, 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 |
|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Optimal Moderate |
-8.10%
Feb 2006 - Feb 2009 |
-1.26%
Sep 2017 - Sep 2022 |
1.99%
Oct 2013 - Oct 2023 |
2.69%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation - Optimal Moderate |
20.55%
Mar 2003 - Mar 2006 |
16.72%
Oct 2002 - Oct 2007 |
9.78%
Mar 2003 - Mar 2013 |
8.66%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart