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 Strategic Asset Allocation - Optimal Moderate | NA | 17.98% | 4.12% | 6.94% | 6.25% | 7.08% | 6.47% | 6.29% |
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 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 (%) | 1.15 | 17.98 | 4.12 | 6.94 | 6.25 | 7.08 | 6.47 | 6.29 | NA | 8.53 | 10.47 | -11.21 | 8.29 | 13.74 | 19.16 | -4.93 | 12.46 | 7.23 | -1.44 | 6.03 | 9.36 | 12.28 | 0.98 | 12.96 | 25.44 | -24.24 | 6.24 | 13.71 | 8.55 | 12.47 | 18.78 | -8.99 | -2.02 |
| Sharpe Ratio | NA | 0.29 | 0.00 | 0.38 | 0.42 | NA | NA | 0.42 | 0.20 | 0.24 | 0.82 | -1.06 | 1.01 | 0.76 | 2.88 | -0.74 | 2.76 | 0.84 | -0.17 | 1.00 | 1.30 | 1.59 | 0.07 | 1.06 | 1.26 | -1.06 | 0.35 | 1.48 | 1.00 | 1.56 | 2.21 | -0.92 | -0.45 |
| Standard Deviation(%) | NA | 7.89 | 9.26 | 11.33 | 9.60 | NA | NA | 10.95 | 7.11 | 7.95 | 7.58 | 11.92 | 8.16 | 17.87 | 6.16 | 8.46 | 4.29 | 8.39 | 8.52 | 6.04 | 7.19 | 7.69 | 13.58 | 12.16 | 20.17 | 23.75 | 9.38 | 7.05 | 6.39 | 7.41 | 8.18 | 10.99 | 9.69 |
| Draw Down(%) | NA | 6.15 | 15.80 | 19.02 | 21.75 | NA | NA | 38.90 | 1.82 | 5.09 | 7.19 | 18.66 | 4.16 | 21.75 | 3.01 | 11.52 | 1.99 | 6.67 | 9.85 | 5.18 | 7.37 | 6.20 | 12.64 | 9.19 | 18.63 | 36.78 | 6.05 | 7.07 | 3.82 | 6.77 | 8.09 | 17.47 | 14.03 |
| Yield(%) | NA | 3.85 | 3.36 | 3.13 | 3.31 | NA | NA | 3.15 | NA | 0.54 | 3.89 | 3.40 | 2.26 | 2.23 | 3.56 | 4.71 | 3.37 | 3.50 | 2.62 | 3.73 | 2.53 | 3.54 | 3.12 | 2.39 | 2.65 | 3.33 | 4.64 | 4.46 | 3.32 | 3.17 | 2.51 | 1.21 | 1.73 |
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 Strategic Asset Allocation - Optimal Moderate |
-8.40%
Feb 2006 - Feb 2009 |
-1.20%
Feb 2004 - Feb 2009 |
4.57%
Feb 2006 - Feb 2016 |
4.38%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Strategic Asset Allocation - Optimal Moderate |
20.50%
Feb 2009 - Feb 2012 |
15.48%
Feb 2009 - Feb 2014 |
9.98%
Feb 2009 - Feb 2019 |
8.82%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart