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 Asset Allocation Composite Moderate | NA | 14.11% | 1.07% | 5.70% | 5.33% | 6.73% | 7.24% | 7.70% |
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 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 (%) | 1.15 | 14.11 | 1.07 | 5.70 | 5.33 | 6.73 | 7.24 | 7.70 | NA | 4.11 | 4.19 | -11.13 | 11.06 | 14.98 | 20.30 | -3.54 | 9.79 | 8.05 | -6.10 | 10.44 | 11.73 | 12.95 | 2.58 | 8.35 | 16.70 | 1.71 | 2.87 | 16.31 | 6.80 | 14.07 | 16.80 | 2.66 | 2.31 |
| Sharpe Ratio | NA | -0.18 | -0.41 | 0.29 | 0.38 | NA | NA | 0.74 | 0.16 | -0.31 | -0.01 | -1.42 | 1.30 | 1.41 | 3.15 | -0.60 | 1.97 | 1.16 | -0.79 | 1.67 | 1.57 | 1.91 | 0.18 | 0.80 | 1.52 | 0.13 | -0.01 | 1.93 | 0.67 | 1.71 | 2.77 | 0.52 | 0.01 |
| Standard Deviation(%) | NA | 7.97 | 8.03 | 8.65 | 7.82 | NA | NA | 7.97 | 6.91 | 8.08 | 7.61 | 8.82 | 8.49 | 10.44 | 5.99 | 8.10 | 4.66 | 6.76 | 7.74 | 6.24 | 7.44 | 6.75 | 14.55 | 10.33 | 10.95 | 6.28 | 10.11 | 6.77 | 6.95 | 7.67 | 5.81 | 2.99 | 0.05 |
| Draw Down(%) | NA | 6.73 | 14.82 | 17.25 | 17.25 | NA | NA | 17.25 | 1.66 | 5.84 | 7.70 | 12.17 | 3.93 | 9.82 | 2.46 | 10.56 | 2.48 | 5.82 | 11.15 | 4.21 | 6.71 | 5.23 | 12.14 | 8.13 | 6.14 | 5.75 | 7.08 | 5.90 | 4.35 | 7.75 | 2.63 | 1.66 | 0.00 |
| Yield(%) | NA | 3.82 | 3.05 | 3.09 | 3.63 | NA | NA | 3.45 | NA | 0.60 | 3.83 | 2.84 | 2.07 | 3.00 | 3.08 | 5.47 | 3.47 | 2.95 | 4.91 | 5.27 | 2.31 | 4.04 | 2.77 | 3.68 | 5.01 | 4.18 | 4.28 | 4.00 | 2.92 | 3.74 | 2.35 | 0.23 | 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 |
|---|---|---|---|---|
| Guidline 401k General Plan Asset Allocation Composite Moderate |
-1.27%
Apr 2021 - Apr 2024 |
3.48%
Dec 2013 - Dec 2018 |
4.48%
Oct 2013 - Oct 2023 |
6.20%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Guidline 401k General Plan Asset Allocation Composite Moderate |
15.39%
Dec 2018 - Dec 2021 |
12.32%
May 2002 - May 2007 |
10.54%
Apr 2003 - Apr 2013 |
8.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart