Performance Comparison
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