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 - Optimal Moderate | NA | 20.67% | -0.02% | 4.91% | 5.34% | 6.96% | 8.34% | 8.95% |
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 - 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 (%) | -1.04 | 20.67 | -0.02 | 4.91 | 5.34 | 6.96 | 8.34 | 8.95 | NA | 3.96 | 11.58 | -16.73 | 5.89 | 16.38 | 20.91 | -4.91 | 14.12 | 5.08 | -0.62 | 2.53 | 12.94 | 16.10 | -2.93 | 17.33 | 84.56 | -30.97 | 12.48 | 12.12 | 11.36 | 16.40 | 31.39 | -3.00 | 4.37 |
| Sharpe Ratio | NA | -0.15 | -0.47 | 0.08 | 0.34 | NA | NA | 0.59 | 0.01 | -0.34 | 0.91 | -1.31 | 0.61 | 0.87 | 2.93 | -0.68 | 3.01 | 0.61 | -0.08 | 0.41 | 2.01 | 2.49 | -0.20 | 1.51 | 2.59 | -1.49 | 0.91 | 1.20 | 1.41 | 1.95 | 3.76 | -0.39 | 0.22 |
| Standard Deviation(%) | NA | 7.68 | 10.26 | 12.25 | 10.11 | NA | NA | 12.17 | 4.36 | 7.81 | 8.03 | 13.78 | 9.67 | 18.46 | 6.67 | 9.20 | 4.49 | 8.04 | 7.66 | 6.12 | 6.41 | 6.45 | 14.64 | 11.45 | 32.58 | 21.36 | 10.39 | 7.36 | 6.50 | 7.94 | 8.17 | 10.55 | 9.27 |
| Draw Down(%) | NA | 6.11 | 22.33 | 25.30 | 25.30 | NA | NA | 43.74 | 0.45 | 6.08 | 8.87 | 22.72 | 6.73 | 25.30 | 2.97 | 12.07 | 1.92 | 7.57 | 8.92 | 5.56 | 7.06 | 5.41 | 15.55 | 9.46 | 17.33 | 40.41 | 7.48 | 9.01 | 5.31 | 7.71 | 5.86 | 19.10 | 12.90 |
| Yield(%) | NA | 3.01 | 5.08 | 4.59 | 3.59 | NA | NA | 4.17 | NA | 0.53 | 3.15 | 5.40 | 5.88 | 4.54 | 3.03 | 2.70 | 0.33 | 1.95 | 4.79 | 3.38 | 4.03 | 4.34 | 4.12 | 3.67 | 4.36 | 6.28 | 7.21 | 4.80 | 4.90 | 3.87 | 3.41 | 3.58 | 5.72 |
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 - Optimal Moderate |
-9.46%
Feb 2006 - Feb 2009 |
-0.54%
Feb 2004 - Feb 2009 |
3.89%
Oct 2013 - Oct 2023 |
6.29%
Dec 2009 - Dec 2024 |
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 - Optimal Moderate |
36.15%
Feb 2009 - Feb 2012 |
25.67%
Feb 2009 - Feb 2014 |
14.57%
Feb 2009 - Feb 2019 |
11.73%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart