Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 17.93% | 0.36% | 4.06% | 4.42% | 6.04% | 6.70% | 7.37% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING 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 (%) | -0.98 | 17.93 | 0.36 | 4.06 | 4.42 | 6.04 | 6.70 | 7.37 | NA | 3.90 | 10.62 | -13.40 | 4.11 | 12.11 | 18.46 | -5.94 | 13.20 | 4.55 | -0.86 | 3.60 | 9.19 | 15.57 | -0.43 | 13.94 | 49.47 | -24.68 | 11.06 | 9.91 | 9.05 | 11.95 | 29.93 | -1.34 | 3.31 |
| Sharpe Ratio | NA | -0.21 | -0.46 | 0.05 | 0.31 | NA | NA | 0.68 | 0.03 | -0.41 | 0.93 | -1.34 | 0.46 | 0.75 | 2.96 | -0.94 | 3.27 | 0.61 | -0.13 | 0.67 | 1.76 | 3.79 | -0.06 | 2.02 | 2.95 | -1.84 | 1.03 | 1.17 | 1.55 | 2.20 | 5.95 | -0.38 | 0.14 |
| Standard Deviation(%) | NA | 6.46 | 8.41 | 10.44 | 8.65 | NA | NA | 8.34 | 4.12 | 6.55 | 6.83 | 11.06 | 8.95 | 15.88 | 5.77 | 7.69 | 3.85 | 7.13 | 6.78 | 5.39 | 5.20 | 4.09 | 8.04 | 6.85 | 16.75 | 13.93 | 7.84 | 5.67 | 4.44 | 5.00 | 4.91 | 6.39 | 6.94 |
| Draw Down(%) | NA | 5.10 | 18.10 | 24.35 | 24.35 | NA | NA | 35.15 | 0.42 | 5.10 | 7.91 | 18.35 | 5.42 | 24.35 | 2.64 | 11.25 | 1.79 | 6.40 | 8.54 | 4.71 | 6.61 | 3.60 | 10.04 | 6.04 | 14.20 | 31.53 | 6.17 | 8.08 | 4.10 | 5.89 | 3.52 | 15.20 | 12.22 |
| Yield(%) | NA | 2.57 | 4.23 | 3.81 | 3.13 | NA | NA | 4.43 | NA | 0.56 | 2.96 | 4.33 | 4.74 | 3.15 | 3.06 | 1.43 | 0.36 | 1.73 | 5.23 | 3.51 | 4.27 | 5.28 | 4.83 | 7.73 | 5.84 | 7.81 | 6.68 | 4.91 | 4.99 | 4.20 | 4.00 | 5.34 | 5.03 |
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 |
|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.42%
Feb 2006 - Feb 2009 |
0.23%
Feb 2004 - Feb 2009 |
3.33%
Oct 2013 - Oct 2023 |
5.00%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
25.15%
Feb 2009 - Feb 2012 |
18.76%
Feb 2009 - Feb 2014 |
11.47%
Sep 2002 - Sep 2012 |
9.67%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart