Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation - Equal Weight Moderate | -0.55% | -0.46% | 3.42% | 9.04% | 5.79% | 6.00% | 5.92% | 6.21% |
Data as of 03/31/2025, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 06/04/2025 |
| 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 (%) | -1.89 | -0.46 | 3.42 | 9.04 | 5.79 | 6.00 | 5.92 | 6.21 | -0.55 | 5.50 | 11.83 | -9.98 | 8.20 | 18.44 | 17.89 | -6.04 | 16.92 | 3.53 | -1.45 | 1.72 | 11.81 | 10.82 | -1.97 | 12.03 | 23.47 | -25.84 | 10.66 | 15.69 | 8.27 | 11.34 | 23.78 | -4.24 | 2.31 |
| Sharpe Ratio | NA | 0.01 | 0.04 | 0.09 | 0.11 | NA | NA | 0.18 | 0.03 | 0.02 | 1.15 | -0.97 | 0.91 | 1.06 | 2.38 | -0.78 | 3.96 | 0.41 | -0.20 | 0.27 | 1.92 | 1.68 | -0.18 | 1.34 | 1.80 | -1.45 | 0.87 | 1.84 | 1.19 | 1.58 | 4.05 | -0.80 | -2.43 |
| Standard Deviation(%) | NA | 137.95 | 79.86 | 62.13 | 44.44 | NA | NA | 29.25 | 102.78 | 120.65 | 7.13 | 11.73 | 9.03 | 17.23 | 6.89 | 9.49 | 4.11 | 8.04 | 7.55 | 6.34 | 6.14 | 6.40 | 11.38 | 8.94 | 13.01 | 18.48 | 8.66 | 6.69 | 5.07 | 6.55 | 5.70 | 6.69 | 0.05 |
| Draw Down(%) | NA | 43.24 | 43.24 | 43.24 | 43.24 | NA | NA | 43.24 | 42.20 | 39.33 | 6.40 | 15.69 | 5.86 | 20.90 | 3.45 | 12.92 | 1.42 | 7.81 | 8.57 | 4.91 | 6.36 | 5.36 | 12.28 | 6.90 | 11.90 | 33.10 | 6.50 | 8.64 | 4.18 | 6.84 | 5.52 | 11.58 | 0.00 |
| Yield(%) | NA | 3.38 | 4.18 | 3.37 | 3.21 | NA | NA | 2.97 | NA | 0.52 | 3.72 | 1.48 | 7.01 | 1.93 | 2.63 | 3.68 | 3.79 | 1.46 | 3.34 | 3.16 | 3.04 | 1.70 | 1.83 | 2.34 | 1.35 | 2.29 | 6.09 | 4.89 | 3.21 | 3.02 | 2.87 | 0.59 | 2.31 |
Data as of 03/31/2025, 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 |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.31%
Feb 2006 - Feb 2009 |
0.56%
Feb 2004 - Feb 2009 |
3.65%
Dec 2006 - Dec 2016 |
4.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
16.61%
Mar 2003 - Mar 2006 |
15.06%
Oct 2002 - Oct 2007 |
8.38%
Mar 2003 - Mar 2013 |
8.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart