Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Zebra Intelligence 401k Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 16.34% | 2.62% | 4.99% | 5.24% | 5.95% | 5.97% | 6.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Zebra Intelligence 401k Plan Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | 0.74 | 16.34 | 2.62 | 4.99 | 5.24 | 5.95 | 5.97 | 6.20 | NA | 5.98 | 10.17 | -13.12 | 9.40 | 7.91 | 18.33 | -5.45 | 13.37 | 6.23 | -1.06 | 5.78 | 8.08 | 11.40 | -1.31 | 11.12 | 27.65 | -25.43 | 8.20 | 19.20 | 8.30 | 14.46 | 18.91 | -4.89 | -0.47 |
| Sharpe Ratio | NA | 0.13 | -0.15 | 0.20 | 0.31 | NA | NA | 0.40 | 0.22 | -0.08 | 0.73 | -1.25 | 1.10 | 0.40 | 2.94 | -0.89 | 3.18 | 0.72 | -0.13 | 0.98 | 1.12 | 1.44 | -0.09 | 0.89 | 1.24 | -1.01 | 0.46 | 2.31 | 0.89 | 1.89 | 2.62 | -0.66 | -0.36 |
| Standard Deviation(%) | NA | 7.30 | 9.08 | 11.72 | 9.69 | NA | NA | 11.36 | 6.44 | 7.44 | 8.07 | 11.65 | 8.51 | 19.10 | 5.76 | 7.61 | 4.01 | 8.36 | 8.34 | 5.85 | 7.18 | 7.87 | 14.77 | 12.43 | 22.23 | 26.11 | 11.37 | 6.88 | 6.91 | 7.17 | 6.95 | 9.10 | 7.74 |
| Draw Down(%) | NA | 6.52 | 15.88 | 21.70 | 24.02 | NA | NA | 41.56 | 1.79 | 5.17 | 7.92 | 19.16 | 4.17 | 24.02 | 2.99 | 10.75 | 1.63 | 6.50 | 9.53 | 5.11 | 7.71 | 6.38 | 14.42 | 9.77 | 19.04 | 39.00 | 7.28 | 5.03 | 4.30 | 7.68 | 6.77 | 14.88 | 10.56 |
| Yield(%) | NA | 3.53 | 3.97 | 3.57 | 3.32 | NA | NA | 3.21 | NA | 0.52 | 3.77 | 3.38 | 4.51 | 2.43 | 3.59 | 3.19 | 3.10 | 3.08 | 2.61 | 3.89 | 2.51 | 3.91 | 3.05 | 2.01 | 2.67 | 3.44 | 4.22 | 4.21 | 3.14 | 4.21 | 3.05 | 1.42 | 2.01 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
-7.47%
Feb 2006 - Feb 2009 |
-0.20%
Feb 2004 - Feb 2009 |
3.62%
Oct 2013 - Oct 2023 |
3.49%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Strategic Asset Allocation - Equal Weight Moderate |
20.05%
Feb 2009 - Feb 2012 |
15.16%
Oct 2002 - Oct 2007 |
9.60%
Feb 2009 - Feb 2019 |
7.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart