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 - Optimal Moderate | NA | 27.42% | 2.35% | 4.54% | 4.35% | 6.15% | 6.22% | 6.56% |
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 - 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 (%) | -0.96 | 27.42 | 2.35 | 4.54 | 4.35 | 6.15 | 6.22 | 6.56 | NA | 10.68 | 12.02 | -15.73 | 6.35 | 6.76 | 16.98 | -6.19 | 11.51 | 4.84 | -1.54 | 4.74 | 8.63 | 12.88 | -0.17 | 18.01 | 28.77 | -25.59 | 11.58 | 11.78 | 12.26 | 13.76 | 25.47 | -5.84 | 2.68 |
| Sharpe Ratio | NA | 0.62 | -0.22 | 0.08 | 0.26 | NA | NA | 0.45 | 0.02 | 0.48 | 0.88 | -1.32 | 0.73 | 0.38 | 2.59 | -0.80 | 2.51 | 0.58 | -0.20 | 0.81 | 1.14 | 1.94 | -0.02 | 1.52 | 1.49 | -1.16 | 0.88 | 1.20 | 1.70 | 1.65 | 3.10 | -0.74 | 0.04 |
| Standard Deviation(%) | NA | 8.38 | 10.31 | 11.78 | 9.79 | NA | NA | 10.78 | 6.52 | 8.46 | 8.82 | 13.01 | 8.71 | 17.28 | 6.02 | 9.32 | 4.34 | 7.98 | 7.79 | 5.85 | 7.53 | 6.61 | 12.70 | 11.78 | 19.25 | 22.93 | 9.74 | 7.09 | 5.94 | 7.77 | 8.00 | 9.34 | 9.98 |
| Draw Down(%) | NA | 5.52 | 20.34 | 26.32 | 26.32 | NA | NA | 40.32 | 0.63 | 5.52 | 8.47 | 20.72 | 5.46 | 26.32 | 2.84 | 13.16 | 1.95 | 6.78 | 8.76 | 5.38 | 7.20 | 5.17 | 13.00 | 9.20 | 18.42 | 38.57 | 6.94 | 8.73 | 3.92 | 8.20 | 7.83 | 16.96 | 14.08 |
| Yield(%) | NA | 5.93 | 5.67 | 4.46 | 3.69 | NA | NA | 4.38 | NA | 1.35 | 5.54 | 5.66 | 4.45 | 2.46 | 2.43 | 4.35 | 0.46 | 2.79 | 3.00 | 4.60 | 5.51 | 2.41 | 4.01 | 3.09 | 2.23 | 8.67 | 8.75 | 7.50 | 7.74 | 4.19 | 3.37 | 2.49 | 3.62 |
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 - Optimal Moderate |
-7.85%
Feb 2006 - Feb 2009 |
-0.08%
Feb 2004 - Feb 2009 |
2.12%
Oct 2013 - Oct 2023 |
3.45%
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 - Optimal Moderate |
22.59%
Feb 2009 - Feb 2012 |
17.03%
Feb 2009 - Feb 2014 |
10.68%
Mar 2003 - Mar 2013 |
8.77%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart