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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Asset Allocation Composite Moderate | 8.78% | NA | 17.50% | 2.71% | 4.73% | 5.12% | 6.57% | 7.89% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Asset Allocation Composite 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 (%) | 0.78 | 17.50 | 2.71 | 4.73 | 5.12 | 6.57 | 7.89 | 8.78 | NA | 6.79 | 11.70 | -14.55 | 6.90 | 6.98 | 18.30 | -5.40 | 15.64 | 5.03 | -0.65 | 1.32 | 16.80 | 15.87 | -2.57 | 13.20 | 21.62 | 3.88 | 12.63 | 15.20 | 8.64 | 15.15 | 20.13 | 9.52 | 1.93 |
| Sharpe Ratio | NA | -0.14 | -0.01 | 0.18 | 0.28 | NA | NA | 0.73 | 0.27 | 0.02 | 0.87 | -1.28 | 0.74 | 0.35 | 3.24 | -0.70 | 3.00 | 0.56 | -0.08 | 0.18 | 2.04 | 1.85 | -0.17 | 1.17 | 1.84 | 0.45 | 0.93 | 1.41 | 0.98 | 1.66 | 2.99 | 1.56 | -0.06 |
| Standard Deviation(%) | NA | 8.74 | 9.84 | 12.21 | 10.25 | NA | NA | 9.49 | 7.40 | 8.90 | 8.52 | 12.46 | 9.23 | 19.14 | 5.22 | 9.62 | 5.00 | 8.59 | 8.45 | 7.12 | 8.21 | 8.55 | 14.86 | 11.22 | 11.70 | 6.53 | 10.40 | 8.43 | 6.62 | 8.57 | 6.51 | 5.41 | 5.92 |
| Draw Down(%) | NA | 6.82 | 14.12 | 22.74 | 25.78 | NA | NA | 25.78 | 1.70 | 6.40 | 7.79 | 20.44 | 5.89 | 25.78 | 2.91 | 13.31 | 1.63 | 5.84 | 9.99 | 6.95 | 7.40 | 7.12 | 15.38 | 10.58 | 7.54 | 4.95 | 7.20 | 10.38 | 5.60 | 9.10 | 5.60 | 3.87 | 5.42 |
| Yield(%) | NA | 3.36 | 5.54 | 5.59 | 5.02 | NA | NA | 0.00 | NA | 1.47 | 2.88 | 3.99 | 9.38 | 5.27 | 6.20 | 4.75 | 5.05 | 2.77 | 5.12 | 5.02 | 4.68 | 3.00 | 4.68 | 3.23 | 4.67 | 3.89 | 8.40 | 6.45 | 4.26 | 3.62 | 4.10 | 6.30 | 4.85 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Asset Allocation Composite Moderate |
-1.50%
Sep 2019 - Sep 2022 |
0.95%
Sep 2017 - Sep 2022 |
3.31%
Oct 2013 - Oct 2023 |
5.89%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Asset Allocation Composite Moderate |
18.31%
Apr 2003 - Apr 2006 |
15.16%
Mar 2003 - Mar 2008 |
13.20%
Apr 2003 - Apr 2013 |
10.98%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart