Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Strategic Asset Allocation - Equal Weight Moderate | NA | 16.96% | 3.98% | 7.54% | 6.73% | 7.39% | 6.88% | 6.85% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn 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 (%) | 1.13 | 16.96 | 3.98 | 7.54 | 6.73 | 7.39 | 6.88 | 6.85 | NA | 6.99 | 10.85 | -11.13 | 10.66 | 15.63 | 19.67 | -5.38 | 14.37 | 6.12 | -0.49 | 5.83 | 13.70 | 10.21 | 1.77 | 11.62 | 17.70 | -17.31 | 8.73 | 12.21 | 7.21 | 10.57 | 23.17 | -6.91 | -2.21 |
| Sharpe Ratio | NA | -0.06 | 0.00 | 0.41 | 0.47 | NA | NA | 0.54 | 0.15 | 0.05 | 0.82 | -0.99 | 1.14 | 0.86 | 2.85 | -0.72 | 3.46 | 0.79 | -0.07 | 0.86 | 2.25 | 1.99 | 0.17 | 1.29 | 1.32 | -1.14 | 0.70 | 1.36 | 0.95 | 1.23 | 2.83 | -0.69 | -0.47 |
| Standard Deviation(%) | NA | 8.09 | 9.64 | 11.78 | 9.83 | NA | NA | 9.53 | 7.97 | 8.09 | 8.05 | 12.59 | 9.37 | 17.98 | 6.41 | 9.27 | 3.97 | 7.52 | 7.96 | 6.76 | 6.07 | 5.12 | 10.11 | 8.91 | 13.37 | 16.04 | 8.14 | 6.59 | 5.31 | 7.84 | 7.93 | 11.69 | 9.61 |
| Draw Down(%) | NA | 5.77 | 15.15 | 18.60 | 20.65 | NA | NA | 30.04 | 2.47 | 5.15 | 7.59 | 18.14 | 4.23 | 20.65 | 2.61 | 12.10 | 1.43 | 5.90 | 7.55 | 4.64 | 5.98 | 3.42 | 8.55 | 6.47 | 14.93 | 28.10 | 5.18 | 6.88 | 3.48 | 7.16 | 7.59 | 16.38 | 13.01 |
| Yield(%) | NA | 4.24 | 3.87 | 3.70 | 3.94 | NA | NA | 3.53 | NA | 0.91 | 4.06 | 3.32 | 4.45 | 2.63 | 3.47 | 5.26 | 3.97 | 4.30 | 3.95 | 3.33 | 2.93 | 4.46 | 3.79 | 2.85 | 2.71 | 3.39 | 3.56 | 2.79 | 3.69 | 3.01 | 3.21 | 1.84 | 3.23 |
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 |
|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Strategic Asset Allocation - Equal Weight Moderate |
-4.14%
Feb 2006 - Feb 2009 |
0.74%
Feb 2004 - Feb 2009 |
5.32%
Feb 2006 - Feb 2016 |
5.13%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Strategic Asset Allocation - Equal Weight Moderate |
16.27%
Mar 2003 - Mar 2006 |
13.76%
Feb 2009 - Feb 2014 |
9.15%
Feb 2009 - Feb 2019 |
8.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart