Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 0.98% | 1.96% | 3.80% | 2.12% | 5.36% | 7.32% | 8.26% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXLSERVICE INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.63 | 0.98 | 1.96 | 3.80 | 2.12 | 5.36 | 7.32 | 8.26 | 0.32 | 12.86 | -13.83 | 7.31 | 20.90 | 7.92 | -4.33 | 10.15 | 1.65 | -6.28 | -3.00 | 9.62 | 4.53 | 1.39 | 12.80 | 38.42 | -4.02 | 28.30 | 23.35 | 8.01 | 9.44 | 25.07 | 8.05 | 7.90 |
| Sharpe Ratio | NA | 0.77 | -0.01 | 0.50 | 0.29 | NA | NA | 0.88 | 0.00 | 1.10 | -1.56 | 0.75 | 2.08 | 1.21 | -0.79 | 1.89 | 0.27 | -0.92 | -0.47 | 1.46 | 1.09 | 0.14 | 1.20 | 3.16 | -0.98 | 1.76 | 1.70 | 0.90 | 0.96 | 3.25 | 1.70 | 1.16 |
| Standard Deviation(%) | NA | 7.91 | 9.03 | 8.73 | 7.54 | NA | NA | 8.29 | 7.98 | 7.79 | 9.73 | 9.74 | 9.92 | 5.39 | 7.11 | 5.05 | 5.38 | 6.88 | 6.36 | 6.58 | 4.10 | 9.94 | 10.56 | 12.12 | 5.04 | 14.35 | 11.83 | 6.46 | 8.83 | 7.51 | 4.09 | 4.81 |
| Draw Down(%) | NA | 6.92 | 15.38 | 15.38 | 16.59 | NA | NA | 17.40 | 2.00 | 6.92 | 15.30 | 5.31 | 11.45 | 4.69 | 9.53 | 2.21 | 6.52 | 9.85 | 6.35 | 4.90 | 4.75 | 9.23 | 8.91 | 5.46 | 6.06 | 9.19 | 17.40 | 5.38 | 7.46 | 3.21 | 2.16 | 3.21 |
| Yield(%) | NA | 4.61 | 6.95 | 6.29 | 4.50 | NA | NA | 4.23 | 0.01 | 4.82 | 5.26 | 10.67 | 7.57 | 3.23 | 3.04 | 0.38 | 3.50 | 4.05 | 2.53 | 4.74 | 4.55 | 2.17 | 3.71 | 3.83 | 1.92 | 5.78 | 3.74 | 3.38 | 2.87 | 4.68 | 4.74 | 6.07 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Tactical Asset Allocation Moderate |
-2.81%
Nov 2013 - Nov 2016 |
-0.53%
Dec 2013 - Dec 2018 |
2.10%
Apr 2010 - Apr 2020 |
4.89%
Dec 2007 - Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Tactical Asset Allocation Moderate |
21.96%
Mar 2007 - Mar 2010 |
20.79%
Apr 2005 - Apr 2010 |
15.52%
Apr 2001 - Apr 2011 |
10.42%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart