Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jabil HSA 2016 Strategic Asset Allocation - Optimal Moderate | NA | 23.37% | -0.57% | 4.57% | 4.58% | 5.92% | 6.56% | 7.56% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jabil HSA 2016 Strategic Asset Allocation - Optimal 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 | 23.37 | -0.57 | 4.57 | 4.58 | 5.92 | 6.56 | 7.56 | NA | 6.62 | 8.53 | -17.39 | 5.47 | 18.35 | 18.54 | -6.63 | 10.59 | 6.11 | -2.22 | 4.91 | 12.18 | 13.10 | -5.30 | 14.51 | 28.80 | -21.07 | 11.66 | 16.27 | 9.16 | 17.61 | 34.23 | 1.11 | 3.27 |
| Sharpe Ratio | NA | 0.10 | -0.47 | 0.09 | 0.26 | NA | NA | 0.52 | -0.02 | 0.00 | 0.47 | -1.38 | 0.63 | 1.13 | 2.53 | -0.84 | 1.68 | 0.72 | -0.28 | 0.71 | 1.55 | 1.71 | -0.33 | 1.05 | 1.40 | -0.98 | 0.74 | 1.57 | 1.00 | 1.86 | 4.51 | 0.00 | 0.10 |
| Standard Deviation(%) | NA | 8.18 | 10.57 | 11.56 | 9.84 | NA | NA | 11.33 | 5.28 | 8.24 | 9.11 | 13.58 | 8.60 | 16.04 | 6.78 | 9.48 | 5.92 | 8.16 | 8.02 | 6.90 | 7.85 | 7.65 | 16.31 | 13.70 | 20.49 | 22.40 | 11.68 | 8.28 | 7.01 | 8.97 | 7.44 | 9.36 | 9.31 |
| Draw Down(%) | NA | 5.84 | 22.85 | 24.49 | 24.49 | NA | NA | 37.74 | 0.48 | 5.73 | 11.14 | 23.57 | 6.50 | 19.52 | 3.01 | 12.83 | 2.40 | 6.12 | 8.77 | 5.94 | 7.85 | 6.03 | 18.62 | 11.00 | 18.53 | 35.14 | 9.09 | 10.22 | 5.50 | 9.67 | 5.09 | 14.61 | 12.46 |
| Yield(%) | NA | 4.15 | 3.78 | 3.49 | 3.21 | NA | NA | 3.77 | NA | 0.68 | 4.21 | 3.98 | 2.53 | 3.73 | 2.58 | 4.62 | 0.42 | 3.04 | 3.83 | 2.96 | 3.80 | 4.05 | 2.49 | 4.36 | 3.69 | 3.20 | 6.55 | 5.09 | 4.71 | 4.08 | 4.11 | 2.76 | 5.18 |
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 Strategic Asset Allocation - Optimal Moderate |
-4.99%
Feb 2006 - Feb 2009 |
1.47%
Sep 2017 - Sep 2022 |
3.05%
Oct 2013 - Oct 2023 |
3.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jabil HSA 2016 Strategic Asset Allocation - Optimal Moderate |
22.49%
Mar 2003 - Mar 2006 |
19.53%
Oct 2002 - Oct 2007 |
11.38%
Mar 2003 - Mar 2013 |
9.62%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart