Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Blue Pillar Inc 401k Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 14.54% | 10.92% | 11.95% | 8.42% | 8.21% | 7.31% | 7.23% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Blue Pillar Inc 401k Plan 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 (%) | -1.02 | 14.54 | 10.92 | 11.95 | 8.42 | 8.21 | 7.31 | 7.23 | NA | 4.55 | 37.21 | -8.19 | 6.49 | 17.32 | 18.45 | -6.38 | 8.36 | 4.11 | 7.80 | -1.69 | 6.76 | 12.96 | -2.15 | 16.78 | 32.10 | -26.67 | 9.59 | 9.69 | 6.41 | 11.39 | 27.54 | -8.04 | -1.65 |
| Sharpe Ratio | NA | -0.08 | 0.37 | 0.54 | 0.56 | NA | NA | 0.52 | 0.11 | -0.26 | 1.31 | -0.84 | 0.83 | 1.15 | 3.01 | -1.03 | 1.75 | 0.51 | 0.54 | -0.30 | 1.20 | 2.19 | -0.20 | 1.96 | 2.59 | -1.74 | 0.83 | 1.14 | 0.66 | 1.67 | 3.89 | -0.66 | -0.35 |
| Standard Deviation(%) | NA | 7.75 | 16.49 | 14.81 | 12.13 | NA | NA | 10.63 | 5.05 | 7.77 | 25.07 | 11.33 | 7.78 | 14.90 | 5.66 | 7.49 | 4.42 | 7.67 | 14.48 | 5.66 | 5.59 | 5.90 | 10.75 | 8.52 | 12.35 | 15.86 | 7.96 | 5.61 | 6.41 | 6.25 | 6.90 | 13.83 | 11.45 |
| Draw Down(%) | NA | 6.62 | 13.25 | 21.74 | 21.74 | NA | NA | 36.29 | 0.35 | 6.62 | 5.06 | 13.45 | 4.76 | 21.74 | 2.69 | 12.18 | 3.13 | 6.61 | 6.95 | 7.62 | 6.86 | 5.79 | 13.20 | 8.17 | 12.37 | 31.55 | 5.74 | 7.24 | 5.35 | 6.45 | 5.95 | 18.69 | 15.84 |
| Yield(%) | NA | 6.56 | 8.10 | 6.27 | 4.46 | NA | NA | 4.12 | NA | 1.57 | 7.49 | 8.39 | 8.09 | 3.14 | 4.31 | 3.85 | 0.27 | 1.40 | 4.57 | 3.01 | 3.99 | 4.12 | 5.98 | 4.79 | 3.40 | 2.80 | 5.24 | 3.62 | 3.67 | 5.87 | 3.50 | 0.58 | 1.05 |
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 |
|---|---|---|---|---|
| Blue Pillar Inc 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.45%
Feb 2006 - Feb 2009 |
-1.10%
Feb 2004 - Feb 2009 |
4.31%
Mar 2010 - Mar 2020 |
4.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Blue Pillar Inc 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
20.17%
Mar 2020 - Mar 2023 |
14.63%
Oct 2002 - Oct 2007 |
9.12%
Sep 2002 - Sep 2012 |
10.05%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart