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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
Everifile 401K Strategic Asset Allocation - Equal Weight Moderate NA 19.75% 0.63% 4.71% 4.62% 5.94% 6.31% 7.69%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Everifile 401K 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 (%) -1.21 19.75 0.63 4.71 4.62 5.94 6.31 7.69 NA 5.87 7.36 -14.78 9.98 13.80 16.31 -7.61 13.63 3.87 -0.55 5.59 8.29 13.42 -2.03 13.11 26.17 -23.56 7.70 17.59 13.94 19.36 33.77 0.69 8.60
Sharpe Ratio NA 0.01 -0.48 0.09 0.20 NA NA 0.52 0.01 -0.10 0.38 -1.30 1.13 0.41 2.32 -1.01 2.65 0.44 -0.07 0.88 1.11 2.06 -0.18 1.31 1.75 -1.38 0.52 1.69 1.68 2.16 4.73 -0.05 0.70
Standard Deviation(%) NA 7.33 9.60 17.14 13.23 NA NA 11.44 6.10 7.38 8.16 12.47 8.78 33.35 6.42 8.82 4.90 8.31 8.37 6.33 7.42 6.50 11.67 9.94 14.87 17.76 9.07 8.46 7.01 8.54 6.99 8.60 8.94
Draw Down(%) NA 5.65 19.86 23.24 23.24 NA NA 35.80 0.45 5.65 8.99 20.33 5.76 23.24 2.76 12.62 2.12 6.84 9.02 5.33 8.95 6.05 13.44 7.77 14.39 33.10 7.14 9.79 5.46 11.30 4.27 16.15 9.56
Yield(%) NA 3.68 4.34 4.33 3.81 NA NA 4.49 NA 0.58 3.84 3.42 5.40 5.15 2.99 3.66 0.54 3.73 5.12 4.09 4.15 5.03 4.27 4.23 3.57 2.93 6.53 6.75 6.77 5.93 6.00 3.43 5.27
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
Everifile 401K Strategic Asset Allocation - Equal Weight Moderate -5.95%
Feb 2006 - Feb 2009
1.16%
Mar 2015 - Mar 2020
3.40%
Oct 2013 - Oct 2023
3.75%
Oct 2007 - Oct 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Everifile 401K Strategic Asset Allocation - Equal Weight Moderate 24.58%
Mar 2003 - Mar 2006
19.85%
Oct 2002 - Oct 2007
11.16%
Mar 2003 - Mar 2013
9.49%
Sep 2002 - Sep 2017
Annualized Rolling Returns Comparison Chart