Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bayview Asset Management 401K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 18.88% | -0.46% | 2.38% | 2.81% | 3.83% | 4.65% | 5.71% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bayview Asset Management 401K 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 (%) | -1.02 | 18.88 | -0.46 | 2.38 | 2.81 | 3.83 | 4.65 | 5.71 | NA | 6.26 | 7.58 | -14.37 | 3.30 | 6.23 | 15.23 | -6.16 | 10.09 | 4.25 | -2.62 | 4.51 | -4.26 | 8.37 | -1.06 | 16.79 | 25.61 | -20.63 | 10.92 | 13.04 | 11.01 | 17.39 | 26.53 | 0.47 | 3.68 |
| Sharpe Ratio | NA | 0.12 | -0.48 | -0.10 | 0.12 | NA | NA | 0.41 | -0.01 | -0.05 | 0.45 | -1.39 | 0.36 | 0.41 | 2.57 | -1.00 | 2.41 | 0.57 | -0.39 | 0.82 | -0.32 | 1.35 | -0.09 | 1.62 | 1.43 | -1.03 | 0.90 | 1.33 | 1.49 | 2.51 | 4.03 | -0.09 | 0.17 |
| Standard Deviation(%) | NA | 6.83 | 8.78 | 10.28 | 8.52 | NA | NA | 9.87 | 6.40 | 6.87 | 7.43 | 11.36 | 9.12 | 14.58 | 5.38 | 7.49 | 3.92 | 7.14 | 6.79 | 5.48 | 13.52 | 6.15 | 11.50 | 10.29 | 17.90 | 21.01 | 8.82 | 7.32 | 5.94 | 6.55 | 6.41 | 6.94 | 7.81 |
| Draw Down(%) | NA | 4.44 | 18.04 | 23.03 | 23.03 | NA | NA | 35.19 | 0.67 | 4.44 | 8.44 | 18.57 | 7.83 | 21.94 | 2.57 | 11.26 | 2.12 | 6.54 | 7.60 | 4.48 | 13.60 | 5.51 | 12.38 | 7.20 | 16.19 | 33.51 | 6.97 | 9.66 | 4.43 | 8.29 | 7.18 | 14.35 | 11.79 |
| Yield(%) | NA | 4.07 | 5.40 | 4.20 | 3.57 | NA | NA | 4.40 | NA | 1.13 | 3.88 | 6.16 | 4.91 | 2.38 | 2.51 | 4.03 | 0.51 | 3.06 | 3.38 | 4.27 | 5.10 | 2.63 | 4.14 | 2.37 | 3.07 | 10.63 | 8.70 | 7.01 | 5.69 | 4.71 | 4.27 | 2.91 | 3.72 |
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 |
|---|---|---|---|---|
| Bayview Asset Management 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.42%
Feb 2006 - Feb 2009 |
-0.37%
Sep 2017 - Sep 2022 |
0.37%
Oct 2013 - Oct 2023 |
2.04%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bayview Asset Management 401K Plan Strategic Asset Allocation - Equal Weight Moderate |
21.53%
Mar 2003 - Mar 2006 |
17.10%
Oct 2002 - Oct 2007 |
10.72%
Mar 2003 - Mar 2013 |
7.61%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart