Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jabil HSA 2016 Tactical Asset Allocation Moderate | NA | 10.81% | -1.50% | 3.75% | 4.22% | 6.10% | 7.80% | 8.60% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jabil HSA 2016 Tactical Asset Allocation 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 (%) | -1.06 | 10.81 | -1.50 | 3.75 | 4.22 | 6.10 | 7.80 | 8.60 | NA | -2.64 | 13.06 | -14.89 | 5.38 | 17.74 | 10.86 | -5.12 | 11.94 | 8.19 | -2.35 | 4.74 | 9.09 | 8.71 | 6.43 | 14.95 | 23.25 | -5.76 | 18.53 | 16.37 | 12.77 | 13.43 | 22.05 | 9.14 | 7.03 |
| Sharpe Ratio | NA | -0.86 | -0.60 | 0.06 | 0.25 | NA | NA | 0.81 | 0.04 | -1.03 | 1.17 | -1.59 | 0.51 | 1.98 | 1.74 | -0.85 | 2.11 | 1.28 | -0.34 | 0.74 | 1.17 | 1.60 | 0.70 | 1.12 | 2.43 | -0.68 | 1.22 | 1.39 | 1.44 | 1.37 | 3.69 | 1.31 | 0.72 |
| Standard Deviation(%) | NA | 8.92 | 9.00 | 9.32 | 7.97 | NA | NA | 8.45 | 9.40 | 9.00 | 7.55 | 10.25 | 10.50 | 8.85 | 5.44 | 7.55 | 5.36 | 6.21 | 6.95 | 6.41 | 7.72 | 5.40 | 9.08 | 13.32 | 9.53 | 9.79 | 12.75 | 9.40 | 7.38 | 9.12 | 5.78 | 6.11 | 6.54 |
| Draw Down(%) | NA | 7.02 | 13.91 | 18.14 | 18.14 | NA | NA | 18.14 | 0.68 | 6.87 | 6.62 | 15.71 | 6.30 | 9.72 | 3.05 | 12.09 | 2.12 | 4.32 | 8.61 | 4.94 | 7.96 | 4.49 | 6.44 | 9.79 | 4.70 | 11.66 | 9.85 | 12.18 | 5.75 | 12.67 | 3.18 | 6.90 | 4.13 |
| Yield(%) | NA | 4.67 | 3.94 | 3.79 | 3.52 | NA | NA | 4.25 | NA | 0.82 | 4.55 | 2.37 | 4.17 | 5.01 | 2.95 | 3.84 | 0.32 | 3.70 | 3.16 | 5.01 | 3.03 | 4.90 | 3.56 | 3.29 | 4.95 | 3.84 | 5.31 | 6.21 | 3.95 | 4.79 | 5.21 | 3.67 | 9.03 |
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 |
|---|---|---|---|---|
| Jabil HSA 2016 Tactical Asset Allocation Moderate |
-2.15%
Dec 2021 - Dec 2024 |
2.04%
Feb 2018 - Feb 2023 |
3.76%
Dec 2014 - Dec 2024 |
5.39%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jabil HSA 2016 Tactical Asset Allocation Moderate |
20.92%
Oct 2004 - Oct 2007 |
18.31%
Oct 2002 - Oct 2007 |
13.57%
Apr 2001 - Apr 2011 |
10.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart