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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.32% | 4.31% | 6.22% | 5.38% | 7.26% | 6.51% | 7.06% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.65 | 4.32 | 4.31 | 6.22 | 5.38 | 7.26 | 6.51 | 7.06 | 1.11 | 10.31 | -10.33 | 11.12 | 19.66 | 12.33 | -7.05 | 14.13 | 2.55 | -1.10 | 13.56 | 6.97 | 12.56 | -5.10 | 15.50 | 32.51 | -24.96 | 15.52 | 14.22 | 6.35 | 10.67 | 20.90 | 2.94 | 6.45 |
| Sharpe Ratio | NA | 0.68 | 0.22 | 0.60 | 0.60 | NA | NA | 0.72 | 0.11 | 0.90 | -1.05 | 1.33 | 1.16 | 1.74 | -1.05 | 2.55 | 0.29 | -0.13 | 2.15 | 1.06 | 2.48 | -0.56 | 1.95 | 2.74 | -1.80 | 1.34 | 1.62 | 0.93 | 1.55 | 3.76 | 0.36 | 0.72 |
| Standard Deviation(%) | NA | 6.91 | 8.84 | 10.56 | 9.08 | NA | NA | 8.53 | 7.66 | 6.76 | 11.18 | 8.32 | 16.70 | 6.27 | 7.98 | 5.29 | 8.04 | 8.39 | 6.30 | 6.57 | 5.04 | 9.20 | 7.90 | 11.82 | 14.38 | 9.36 | 6.76 | 4.52 | 6.28 | 5.38 | 5.09 | 5.78 |
| Draw Down(%) | NA | 7.32 | 16.10 | 24.09 | 24.09 | NA | NA | 33.33 | 1.53 | 7.32 | 16.10 | 5.31 | 24.09 | 4.28 | 12.75 | 2.62 | 8.39 | 9.86 | 4.20 | 7.77 | 4.50 | 12.20 | 5.91 | 12.47 | 30.38 | 6.57 | 9.90 | 3.77 | 5.63 | 3.87 | 5.64 | 5.22 |
| Yield(%) | NA | 3.88 | 5.83 | 5.27 | 4.13 | NA | NA | 4.12 | 0.01 | 4.06 | 4.63 | 8.72 | 4.69 | 4.33 | 4.30 | 0.34 | 3.07 | 4.93 | 2.48 | 4.42 | 3.18 | 3.20 | 2.87 | 3.60 | 4.08 | 5.27 | 4.34 | 4.63 | 4.04 | 4.44 | 3.92 | 5.16 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.01%
Feb 2006 - Feb 2009 |
-0.33%
Mar 2015 - Mar 2020 |
4.01%
Mar 2010 - Mar 2020 |
4.98%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
18.80%
Feb 2009 - Feb 2012 |
14.13%
Oct 2002 - Oct 2007 |
9.23%
Apr 2001 - Apr 2011 |
8.40%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart