Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Zebra Intelligence 401k Plan Tactical Asset Allocation Moderate | NA | 14.97% | 1.18% | 5.36% | 5.17% | 6.41% | 8.01% | 8.32% |
Data as of 11/29/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Zebra Intelligence 401k Plan Tactical Asset Allocation 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 (%) | 1.32 | 14.97 | 1.18 | 5.36 | 5.17 | 6.41 | 8.01 | 8.32 | NA | 0.85 | 8.64 | -15.33 | 16.72 | 8.00 | 19.88 | -2.15 | 13.64 | 2.22 | -5.63 | 6.74 | 12.35 | 11.71 | 8.95 | 5.64 | 16.59 | -0.81 | 19.04 | 22.84 | 5.99 | 12.19 | 16.84 | 4.03 | 1.85 |
| Sharpe Ratio | NA | -0.57 | -0.53 | 0.11 | 0.25 | NA | NA | 0.69 | -0.12 | -0.52 | 0.57 | -1.70 | 1.69 | 0.50 | 2.74 | -0.40 | 2.65 | 0.28 | -0.61 | 0.98 | 1.53 | 1.74 | 0.62 | 0.48 | 1.55 | -0.28 | 1.35 | 2.53 | 0.54 | 1.40 | 3.04 | 0.91 | -0.12 |
| Standard Deviation(%) | NA | 11.12 | 9.57 | 11.09 | 9.52 | NA | NA | 8.96 | 10.38 | 11.00 | 7.72 | 9.84 | 9.88 | 15.62 | 6.75 | 8.62 | 4.91 | 7.29 | 9.28 | 6.88 | 8.02 | 6.69 | 14.37 | 11.58 | 10.66 | 6.17 | 11.90 | 7.73 | 7.09 | 8.03 | 5.32 | 3.22 | 3.90 |
| Draw Down(%) | NA | 9.92 | 17.57 | 19.54 | 19.54 | NA | NA | 19.54 | 4.24 | 8.49 | 7.02 | 15.72 | 5.48 | 18.22 | 3.15 | 9.91 | 2.52 | 5.63 | 13.17 | 6.58 | 10.29 | 4.20 | 11.67 | 8.68 | 5.86 | 6.51 | 8.99 | 5.33 | 4.78 | 9.77 | 2.05 | 2.17 | 3.20 |
| Yield(%) | NA | 4.25 | 3.72 | 3.22 | 3.50 | NA | NA | 3.27 | NA | 0.68 | 4.14 | 3.02 | 3.15 | 2.76 | 2.44 | 4.81 | 3.52 | 2.58 | 4.29 | 3.85 | 1.99 | 4.27 | 2.85 | 2.63 | 4.50 | 3.71 | 3.88 | 4.61 | 3.28 | 3.90 | 3.60 | 0.00 | 0.86 |
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 |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Tactical Asset Allocation Moderate |
-2.47%
Dec 2021 - Dec 2024 |
2.75%
Dec 2013 - Dec 2018 |
3.92%
Oct 2013 - Oct 2023 |
5.77%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Tactical Asset Allocation Moderate |
19.29%
Oct 2004 - Oct 2007 |
15.93%
Oct 2002 - Oct 2007 |
12.54%
Apr 2003 - Apr 2013 |
9.95%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart