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 - Optimal Moderate | NA | 21.85% | 0.19% | 4.37% | 4.10% | 5.94% | 5.94% | 7.15% |
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 - Optimal 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 (%) | -0.96 | 21.85 | 0.19 | 4.37 | 4.10 | 5.94 | 5.94 | 7.15 | NA | 7.72 | 7.00 | -16.01 | 6.98 | 14.83 | 16.30 | -6.09 | 7.59 | 5.11 | -1.26 | 5.57 | 10.75 | 13.08 | -0.49 | 14.12 | 28.75 | -26.78 | 10.17 | 13.25 | 11.52 | 18.61 | 31.69 | -1.14 | 7.68 |
| Sharpe Ratio | NA | 0.24 | -0.43 | 0.04 | 0.11 | NA | NA | 0.34 | 0.02 | 0.15 | 0.32 | -1.22 | 0.70 | 0.25 | 2.22 | -0.79 | 1.31 | 0.59 | -0.15 | 0.85 | 1.41 | 1.71 | -0.04 | 1.13 | 1.54 | -1.21 | 0.71 | 1.25 | 1.44 | 2.13 | 3.73 | -0.22 | 0.58 |
| Standard Deviation(%) | NA | 7.33 | 10.52 | 27.66 | 20.30 | NA | NA | 15.86 | 5.66 | 7.39 | 8.61 | 14.27 | 9.93 | 58.20 | 6.70 | 9.41 | 5.33 | 8.31 | 8.39 | 6.50 | 7.60 | 7.61 | 13.96 | 12.37 | 18.62 | 22.97 | 10.13 | 7.98 | 6.52 | 8.29 | 8.31 | 10.08 | 9.24 |
| Draw Down(%) | NA | 5.12 | 21.45 | 32.09 | 32.09 | NA | NA | 40.34 | 0.49 | 5.12 | 9.93 | 22.04 | 6.90 | 32.09 | 3.26 | 12.05 | 3.89 | 7.49 | 9.42 | 5.88 | 8.62 | 6.41 | 14.94 | 8.92 | 17.49 | 38.39 | 6.37 | 9.23 | 4.87 | 8.53 | 5.65 | 14.92 | 11.37 |
| Yield(%) | NA | 4.51 | 4.51 | 4.25 | 3.75 | NA | NA | 4.02 | NA | 0.55 | 4.66 | 3.80 | 4.51 | 4.87 | 2.35 | 3.99 | 0.38 | 4.01 | 4.94 | 3.57 | 3.00 | 4.29 | 4.43 | 2.68 | 2.61 | 3.67 | 6.44 | 5.64 | 5.66 | 5.38 | 3.88 | 1.81 | 5.43 |
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 - Optimal Moderate |
-8.08%
Feb 2006 - Feb 2009 |
-0.19%
Mar 2015 - Mar 2020 |
2.72%
Oct 2013 - Oct 2023 |
3.41%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Everifile 401K Strategic Asset Allocation - Optimal Moderate |
22.36%
Mar 2003 - Mar 2006 |
17.76%
Oct 2002 - Oct 2007 |
10.72%
Mar 2003 - Mar 2013 |
8.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart