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 Asset Allocation Composite Moderate | NA | 16.76% | 3.02% | 7.32% | 6.38% | 7.58% | 7.86% | 8.17% |
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 Asset Allocation Composite 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 (%) | 1.28 | 16.76 | 3.02 | 7.32 | 6.38 | 7.58 | 7.86 | 8.17 | NA | 5.90 | 10.43 | -12.38 | 14.38 | 13.57 | 19.24 | -4.93 | 10.99 | 9.44 | -3.43 | 5.65 | 18.76 | 11.01 | 1.39 | 11.32 | 16.53 | 1.02 | 7.09 | 12.60 | 6.93 | 12.38 | 18.05 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.00 | -0.09 | 0.53 | 0.53 | NA | NA | 0.81 | 0.22 | -0.08 | 0.73 | -1.50 | 1.48 | 1.63 | 2.79 | -0.70 | 2.25 | 1.47 | -0.52 | 0.84 | 2.49 | 1.49 | 0.10 | 1.11 | 1.79 | 0.01 | 0.44 | 1.29 | 0.73 | 1.46 | 2.71 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.41 | 8.56 | 8.73 | 7.85 | NA | NA | 7.87 | 8.37 | 8.31 | 8.47 | 9.16 | 9.71 | 8.20 | 6.39 | 8.96 | 4.60 | 6.26 | 6.64 | 6.68 | 7.51 | 7.36 | 14.01 | 10.10 | 9.21 | 7.09 | 9.34 | 7.23 | 6.53 | 7.86 | 6.40 | 0.01 | 0.05 |
| Draw Down(%) | NA | 6.11 | 12.42 | 15.02 | 15.02 | NA | NA | 15.02 | 2.07 | 5.36 | 8.86 | 13.30 | 3.97 | 9.07 | 2.67 | 12.13 | 1.98 | 4.18 | 7.53 | 4.78 | 5.30 | 5.54 | 12.71 | 8.74 | 5.13 | 6.09 | 5.93 | 7.37 | 4.22 | 7.09 | 3.24 | 0.00 | 0.00 |
| Yield(%) | NA | 4.09 | 3.94 | 3.27 | 3.60 | NA | NA | 3.38 | NA | 0.79 | 3.70 | 3.59 | 4.55 | 1.69 | 2.83 | 4.80 | 4.39 | 4.67 | 2.79 | 3.05 | 3.54 | 5.74 | 2.46 | 3.08 | 3.98 | 4.49 | 3.45 | 3.04 | 2.91 | 2.80 | 2.02 | 1.11 | 2.31 |
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 Asset Allocation Composite Moderate |
0.81%
Dec 2021 - Dec 2024 |
3.33%
Dec 2013 - Dec 2018 |
4.94%
Oct 2013 - Oct 2023 |
7.06%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 457 Golden Gate Bridge Hwy And Trn Asset Allocation Composite Moderate |
15.71%
Dec 2018 - Dec 2021 |
12.57%
Oct 2008 - Oct 2013 |
10.41%
Apr 2003 - Apr 2013 |
9.38%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart