Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
Instinet 401K Strategic Asset Allocation - Equal Weight Moderate NA 15.87% 3.10% 6.58% 6.01% 7.47% 6.45% 6.87%
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
Instinet 401K Strategic Asset Allocation - Equal Weight Moderate 12/31/2000 02/28/2025
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 (%) 1.42 15.87 3.10 6.58 6.01 7.47 6.45 6.87 NA 3.74 14.09 -14.85 13.56 13.50 15.72 -6.89 12.58 5.06 1.47 9.51 11.12 12.58 5.26 12.95 19.19 -22.47 5.15 12.01 6.99 16.15 23.04 -6.47 1.38
Sharpe Ratio NA -0.22 -0.10 0.32 0.36 NA NA 0.49 0.32 -0.36 1.16 -1.23 1.52 0.68 2.26 -1.03 2.93 0.53 0.18 1.64 1.59 2.06 0.46 1.17 1.05 -1.13 0.24 1.29 0.82 2.04 2.83 -0.76 -0.12
Standard Deviation(%) NA 7.73 9.98 12.33 10.18 NA NA 10.40 6.46 7.99 8.47 13.17 8.92 19.38 6.35 7.98 4.07 9.13 8.24 5.79 6.96 6.08 11.37 10.95 18.21 20.69 8.89 6.77 5.91 7.45 7.89 10.00 7.73
Draw Down(%) NA 7.12 17.82 20.73 22.38 NA NA 37.44 1.14 6.67 7.25 20.52 4.19 22.38 2.36 11.43 1.80 7.93 7.09 4.17 7.29 4.52 9.67 7.19 17.15 34.58 6.45 5.71 4.17 8.42 7.19 16.10 10.75
Yield(%) NA 4.60 4.83 4.13 4.38 NA NA 3.80 NA 0.77 4.88 4.43 4.49 3.28 2.80 4.32 4.51 4.50 5.62 5.17 4.31 3.66 3.25 2.38 2.53 3.81 5.21 3.88 5.07 3.71 1.64 0.77 2.33
Data as of 11/29/2024, 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
Instinet 401K Strategic Asset Allocation - Equal Weight Moderate -8.14%
Feb 2006 - Feb 2009
-0.84%
Feb 2004 - Feb 2009
4.80%
Oct 2013 - Oct 2023
4.70%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
Instinet 401K Strategic Asset Allocation - Equal Weight Moderate 19.48%
Feb 2009 - Feb 2012
15.91%
Feb 2009 - Feb 2014
10.24%
Feb 2009 - Feb 2019
9.03%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart