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 Asset Allocation Composite Moderate | NA | 15.03% | 1.33% | 5.82% | 5.38% | 6.78% | 7.29% | 7.75% |
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 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 | 15.03 | 1.33 | 5.82 | 5.38 | 6.78 | 7.29 | 7.75 | NA | 4.95 | 4.16 | -11.13 | 10.93 | 14.89 | 20.27 | -3.60 | 9.79 | 8.05 | -6.07 | 10.44 | 11.76 | 13.24 | 2.58 | 8.35 | 16.70 | 1.64 | 3.13 | 16.31 | 6.80 | 14.07 | 16.80 | 2.66 | 2.31 |
Sharpe Ratio | NA | -0.08 | -0.38 | 0.30 | 0.39 | NA | NA | 0.74 | 0.16 | -0.20 | -0.01 | -1.42 | 1.28 | 1.40 | 3.15 | -0.61 | 1.97 | 1.16 | -0.79 | 1.67 | 1.57 | 1.93 | 0.18 | 0.80 | 1.52 | 0.12 | 0.01 | 1.93 | 0.67 | 1.71 | 2.77 | 0.52 | 0.01 |
Standard Deviation(%) | NA | 8.02 | 8.05 | 8.66 | 7.82 | NA | NA | 7.97 | 6.88 | 8.13 | 7.61 | 8.82 | 8.49 | 10.44 | 5.99 | 8.10 | 4.66 | 6.76 | 7.74 | 6.24 | 7.46 | 6.83 | 14.55 | 10.33 | 10.95 | 6.20 | 10.14 | 6.77 | 6.95 | 7.67 | 5.81 | 2.99 | 0.05 |
Draw Down(%) | NA | 6.71 | 14.84 | 17.27 | 17.27 | NA | NA | 17.27 | 1.65 | 5.82 | 7.70 | 12.17 | 3.93 | 9.82 | 2.46 | 10.64 | 2.49 | 5.82 | 11.14 | 4.21 | 6.72 | 5.20 | 12.13 | 8.13 | 6.14 | 5.52 | 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 | 2.99 | 3.08 | 5.52 | 3.48 | 2.95 | 4.92 | 5.27 | 2.31 | 4.05 | 2.77 | 3.68 | 5.01 | 4.18 | 4.29 | 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 |
---|---|---|---|---|
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate |
-1.29%
Apr 2021 - Apr 2024 |
3.48%
Dec 2013 - Dec 2018 |
4.45%
Oct 2013 - Oct 2023 |
6.26%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
Zebra Intelligence 401k Plan Asset Allocation Composite Moderate |
15.30%
Dec 2018 - Dec 2021 |
12.32%
May 2002 - May 2007 |
10.58%
Apr 2003 - Apr 2013 |
8.91%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart