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Performance Comparison
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Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ROBERTSON-RYAN and ASSOCIATES INC. 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate NA 24.45% 5.77% 8.82% 6.20% 7.01% 6.56% 7.00%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
ROBERTSON-RYAN and ASSOCIATES INC. 401K SAVINGS 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 (%) -1.12 24.45 5.77 8.82 6.20 7.01 6.56 7.00 NA 8.26 11.45 -6.35 6.56 19.79 17.66 -4.81 1.18 2.35 3.67 4.38 12.36 11.32 2.31 11.31 24.77 -19.98 8.87 10.10 6.64 10.55 20.97 -1.11 4.81
Sharpe Ratio NA 0.28 0.00 0.45 0.41 NA NA 0.64 0.07 0.17 0.87 -0.61 0.74 1.17 2.25 -0.66 0.10 0.26 0.42 0.64 2.36 2.30 0.29 1.83 2.35 -1.71 0.93 1.50 1.13 2.14 4.24 -0.28 0.49
Standard Deviation(%) NA 9.71 10.38 11.67 9.94 NA NA 8.31 10.70 9.70 8.31 12.64 8.83 16.67 7.23 9.27 5.32 8.39 8.61 6.85 5.22 4.90 7.81 6.12 10.52 12.23 6.33 4.57 3.97 4.49 4.79 7.85 5.06
Draw Down(%) NA 8.36 13.86 20.31 20.31 NA NA 30.57 0.90 8.36 6.20 13.86 6.43 20.31 3.16 12.85 5.11 7.12 7.48 5.65 5.12 3.95 8.28 5.37 14.38 28.55 4.73 5.02 2.96 5.45 3.02 11.15 5.78
Yield(%) NA 5.00 5.76 5.70 4.74 NA NA 5.16 NA 0.51 5.26 4.80 6.78 7.04 4.41 6.30 0.20 1.24 5.67 5.46 3.65 6.62 4.51 4.43 5.59 7.12 5.57 5.31 5.90 5.35 4.46 5.35 7.15
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
ROBERTSON-RYAN and ASSOCIATES INC. 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate -5.01%
Feb 2006 - Feb 2009
0.14%
Feb 2004 - Feb 2009
4.43%
Mar 2010 - Mar 2020
4.81%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ROBERTSON-RYAN and ASSOCIATES INC. 401K SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate 17.48%
Feb 2009 - Feb 2012
14.22%
Feb 2009 - Feb 2014
8.46%
Mar 2003 - Mar 2013
8.46%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart