Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Guidline 401k General Plan Strategic Asset Allocation - Optimal Moderate | NA | 17.81% | 3.76% | 6.88% | 6.30% | 7.24% | 6.55% | 6.37% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Guidline 401k General Plan 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 (%) | 1.16 | 17.81 | 3.76 | 6.88 | 6.30 | 7.24 | 6.55 | 6.37 | NA | 8.40 | 10.80 | -12.21 | 8.08 | 14.87 | 19.61 | -5.06 | 12.95 | 7.30 | -1.62 | 6.92 | 8.81 | 12.41 | 2.32 | 13.14 | 24.29 | -24.25 | 6.24 | 13.77 | 8.51 | 12.50 | 18.76 | -8.97 | -1.63 |
| Sharpe Ratio | NA | 0.28 | -0.04 | 0.37 | 0.43 | NA | NA | 0.43 | 0.20 | 0.23 | 0.86 | -1.14 | 0.99 | 0.84 | 3.01 | -0.76 | 2.84 | 0.86 | -0.20 | 1.16 | 1.20 | 1.66 | 0.17 | 1.07 | 1.22 | -1.06 | 0.34 | 1.46 | 0.99 | 1.57 | 2.21 | -0.92 | -0.40 |
| Standard Deviation(%) | NA | 7.93 | 9.31 | 11.17 | 9.46 | NA | NA | 10.86 | 7.19 | 7.97 | 7.61 | 11.87 | 8.14 | 17.34 | 6.04 | 8.42 | 4.34 | 8.26 | 8.32 | 5.94 | 7.28 | 7.45 | 13.17 | 12.20 | 19.87 | 23.74 | 9.43 | 7.19 | 6.40 | 7.38 | 8.16 | 10.92 | 9.83 |
| Draw Down(%) | NA | 6.15 | 16.25 | 19.82 | 20.89 | NA | NA | 39.05 | 1.83 | 5.08 | 7.18 | 19.43 | 4.47 | 20.89 | 2.86 | 11.57 | 2.08 | 6.10 | 9.87 | 5.09 | 7.60 | 5.72 | 11.43 | 9.12 | 18.79 | 36.78 | 6.16 | 7.25 | 3.83 | 6.74 | 8.10 | 17.35 | 14.03 |
| Yield(%) | NA | 3.82 | 3.34 | 3.09 | 3.24 | NA | NA | 3.12 | NA | 0.54 | 3.86 | 3.35 | 2.25 | 2.23 | 3.44 | 4.44 | 3.41 | 3.49 | 2.63 | 3.47 | 2.58 | 3.56 | 3.07 | 2.38 | 2.61 | 3.34 | 4.63 | 4.42 | 3.34 | 3.16 | 2.51 | 1.19 | 1.79 |
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 |
|---|---|---|---|---|
| Guidline 401k General Plan Strategic Asset Allocation - Optimal Moderate |
-8.44%
Feb 2006 - Feb 2009 |
-1.21%
Feb 2004 - Feb 2009 |
4.69%
Feb 2006 - Feb 2016 |
4.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guidline 401k General Plan Strategic Asset Allocation - Optimal Moderate |
20.77%
Feb 2009 - Feb 2012 |
15.60%
Feb 2009 - Feb 2014 |
10.11%
Feb 2009 - Feb 2019 |
8.93%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart