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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
rbbn 401k Strategic Asset Allocation - Optimal Moderate NA 22.11% 5.07% 8.08% 6.96% 7.48% 6.16% 6.56%
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
rbbn 401k Strategic Asset Allocation - Optimal 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 (%) 0.69 22.11 5.07 8.08 6.96 7.48 6.16 6.56 NA 16.10 6.37 -7.30 5.88 16.73 19.64 -2.20 6.70 9.84 -1.18 5.97 14.06 9.55 0.03 11.06 16.21 -22.78 6.51 9.30 8.06 11.54 16.42 -6.24 8.58
Sharpe Ratio NA 0.64 0.23 0.45 0.50 NA NA 0.44 0.16 1.06 0.23 -0.71 0.62 0.87 2.58 -0.37 1.27 1.20 -0.15 0.95 2.07 1.26 0.00 0.91 0.79 -1.03 0.40 0.85 0.89 1.46 1.95 -0.61 0.60
Standard Deviation(%) NA 8.64 10.11 12.24 10.26 NA NA 11.21 7.18 9.01 9.16 12.28 9.40 18.86 7.06 9.37 4.76 8.01 8.32 6.29 6.77 7.52 13.97 12.10 20.31 23.07 8.82 7.07 6.62 7.25 8.06 12.02 10.46
Draw Down(%) NA 6.33 12.39 16.16 19.53 NA NA 38.19 2.16 6.33 9.08 12.68 6.05 19.53 3.04 12.64 2.72 6.94 7.17 4.05 4.30 5.92 12.76 10.84 18.84 34.78 6.48 6.56 3.98 5.28 6.63 18.64 10.51
Yield(%) NA 3.55 4.09 3.26 2.85 NA NA 3.13 NA 0.67 3.56 5.38 2.44 1.89 2.54 3.56 2.07 1.87 3.09 1.50 2.73 3.33 3.08 1.92 1.52 3.00 5.06 4.11 6.55 4.60 1.75 2.51 3.36
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
rbbn 401k Strategic Asset Allocation - Optimal Moderate -8.68%
Feb 2006 - Feb 2009
-1.73%
Feb 2004 - Feb 2009
3.57%
Feb 2006 - Feb 2016
4.51%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
rbbn 401k Strategic Asset Allocation - Optimal Moderate 16.02%
Feb 2009 - Feb 2012
13.43%
Feb 2009 - Feb 2014
9.20%
Feb 2009 - Feb 2019
8.55%
Feb 2009 - Feb 2024
Annualized Rolling Returns Comparison Chart