Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| County of Alameda California 457 Deferred Compensation Plan Tactical Asset Allocation Moderate | NA | 5.45% | 12.88% | 16.11% | 9.07% | 9.69% | 11.14% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| County of Alameda California 457 Deferred Compensation Plan Tactical Asset Allocation Moderate | 12/31/2000 | 06/03/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -2.16 | 5.45 | 12.88 | 16.11 | 9.07 | 9.69 | 11.14 | … | … | 3.96 | 19.22 | 26.56 | -6.61 | 14.57 | 22.54 | 15.83 | -8.68 | 10.62 | 8.13 | 2.10 | 3.07 | 12.75 | 7.72 | 10.66 | 22.76 | 23.82 | 1.44 | 18.79 | 14.12 | 12.42 | 17.61 | 31.84 | -1.40 | 0.27 |
| Sharpe Ratio | NA | 0.57 | 1.27 | 1.18 | 0.77 | NA | NA | … | … | 0.19 | 1.47 | 2.85 | -0.59 | 1.30 | 1.21 | 2.13 | -1.02 | 1.68 | 0.89 | 0.22 | 0.40 | 1.67 | 1.03 | 0.76 | 1.73 | 2.18 | 0.37 | 1.33 | 1.09 | 1.53 | 1.09 | 5.37 | -0.67 | -0.46 |
| Standard Deviation(%) | NA | 12.65 | 10.97 | 11.65 | 11.06 | NA | NA | … | … | 14.08 | 10.63 | 8.04 | 13.64 | 11.17 | 18.38 | 6.75 | 9.91 | 5.92 | 8.92 | 9.33 | 7.63 | 7.61 | 7.48 | 14.05 | 13.12 | 10.89 | 1.28 | 11.75 | 9.81 | 6.65 | 15.31 | 5.79 | 3.83 | 4.69 |
| Draw Down(%) | NA | 13.29 | 13.29 | 15.12 | 20.25 | NA | NA | … | … | 11.61 | 6.70 | 4.10 | 15.12 | 6.31 | 20.25 | 2.97 | 16.11 | 3.08 | 7.68 | 8.46 | 6.46 | 8.97 | 6.58 | 10.56 | 8.57 | 4.82 | 1.62 | 10.08 | 11.99 | 5.05 | 12.21 | 3.74 | 6.42 | 7.37 |
| Yield(%) | NA | 17.17 | 14.78 | 12.48 | 8.89 | NA | NA | … | … | NA | 9.27 | 15.79 | 8.52 | 15.99 | 5.32 | 8.10 | 4.64 | 1.62 | 2.69 | 4.78 | 12.64 | 6.03 | 5.82 | 5.78 | 12.20 | 2.26 | 2.47 | 10.67 | 15.11 | 4.84 | 13.27 | 5.97 | 3.66 | 2.50 |
Data as of 03/31/2025, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| County of Alameda California 457 Deferred Compensation Plan Tactical Asset Allocation Moderate |
1.51%
Mar 2017 – Mar 2020 |
2.46%
Mar 2015 – Mar 2020 |
6.15%
Sep 2012 – Sep 2022 |
8.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| County of Alameda California 457 Deferred Compensation Plan Tactical Asset Allocation Moderate |
23.27%
Apr 2003 – Apr 2006 |
19.70%
Oct 2002 – Oct 2007 |
16.73%
Apr 2003 – Apr 2013 |
13.29%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart