Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Outwall Inc 401k Strategic Asset Allocation - Equal Weight Moderate | NA | -5.35% | 2.31% | 2.53% | 7.29% | 6.33% | NA | 6.25% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Outwall Inc 401k Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.46 | -5.35 | 2.31 | 2.53 | 7.29 | 6.33 | NA | 6.25 | -7.90 | 11.75 | 3.84 | -1.96 | 3.85 | 15.16 | 12.62 | 0.83 | 10.12 | 20.07 | -15.13 | 6.13 | 14.54 | 6.05 | 12.12 | 23.47 | -4.34 | 0.32 |
| Sharpe Ratio | NA | -1.01 | 0.19 | 0.16 | 0.76 | NA | NA | 0.55 | -1.01 | 2.37 | 0.41 | -0.23 | 0.58 | 2.49 | 2.10 | 0.08 | 1.15 | 1.69 | -1.10 | 0.39 | 1.73 | 0.76 | 1.50 | 2.56 | -0.49 | -0.21 |
| Standard Deviation(%) | NA | 9.12 | 7.83 | 7.78 | 8.29 | NA | NA | 8.74 | 9.12 | 4.69 | 8.85 | 8.69 | 6.60 | 6.07 | 5.97 | 9.81 | 8.72 | 11.82 | 14.58 | 7.94 | 6.51 | 5.07 | 7.44 | 8.90 | 11.11 | 9.27 |
| Draw Down(%) | NA | 13.19 | 13.19 | 13.19 | 13.25 | NA | NA | 28.04 | 13.19 | 1.50 | 7.16 | 9.52 | 4.90 | 5.49 | 5.13 | 8.77 | 7.10 | 13.25 | 24.31 | 4.97 | 6.31 | 3.70 | 6.24 | 11.80 | 20.60 | 14.27 |
| Yield(%) | NA | 3.52 | 1.84 | 2.23 | 2.70 | NA | NA | 2.89 | 3.50 | 0.29 | 1.67 | 1.85 | 3.80 | 4.11 | 3.41 | 3.31 | 1.74 | 2.97 | 3.98 | 4.77 | 6.02 | 3.80 | 1.62 | 1.25 | 1.24 | 2.62 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| Outwall Inc 401k Strategic Asset Allocation - Equal Weight Moderate |
-3.34%
Feb 2006 - Feb 2009 |
1.41%
Feb 2004 - Feb 2009 |
5.11%
Dec 2006 - Dec 2016 |
6.19%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Outwall Inc 401k Strategic Asset Allocation - Equal Weight Moderate |
18.40%
Mar 2003 - Mar 2006 |
14.42%
Feb 2009 - Feb 2014 |
9.82%
Mar 2003 - Mar 2013 |
8.30%
Mar 2003 - Mar 2018 |
Annualized Rolling Returns Comparison Chart