Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ShareBuilder 401K Suggested Balanced Model Portfolio | NA | 23.99% | 3.23% | 7.87% | 7.10% | 8.44% | 7.11% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2003
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ShareBuilder 401K Suggested Balanced Model Portfolio | 12/31/2003 | 01/08/2025 |
| 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 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.09 | 23.99 | 3.23 | 7.87 | 7.10 | 8.44 | 7.11 | … | … | 0.24 | 11.93 | 15.48 | -15.17 | 14.25 | 13.65 | 19.42 | -4.41 | 11.11 | 9.74 | -0.24 | 8.62 | 16.30 | 11.52 | 4.32 | 11.96 | 17.46 | -19.09 | 6.02 | 10.65 | 4.47 | 9.03 | 0.00 |
| Sharpe Ratio | NA | 0.77 | -0.03 | 0.39 | 0.54 | NA | NA | … | … | 0.03 | 0.67 | 1.30 | -1.14 | 1.78 | 0.73 | 2.63 | -0.63 | 2.70 | 1.28 | -0.03 | 1.43 | 2.29 | 1.61 | 0.36 | 1.18 | 1.15 | -1.05 | 0.35 | 1.15 | 0.38 | 1.22 | NA |
| Standard Deviation(%) | NA | 7.94 | 10.78 | 12.27 | 10.09 | NA | NA | … | … | 7.20 | 7.98 | 8.64 | 14.50 | 8.01 | 18.38 | 6.84 | 9.09 | 3.89 | 7.42 | 8.24 | 6.00 | 7.10 | 7.14 | 12.02 | 10.02 | 15.12 | 19.09 | 8.56 | 6.42 | 6.05 | 6.64 | NA |
| Draw Down(%) | NA | 4.27 | 18.74 | 20.81 | 20.81 | NA | NA | … | … | 0.62 | 4.27 | 8.16 | 19.64 | 3.53 | 20.81 | 3.07 | 11.40 | 1.55 | 5.42 | 7.21 | 4.10 | 5.58 | 5.05 | 9.74 | 8.23 | 17.19 | 28.76 | 5.08 | 4.65 | 3.63 | 5.91 | 0.00 |
| Yield(%) | NA | 2.55 | 2.40 | 2.17 | 1.98 | NA | NA | … | … | NA | 0.86 | 2.29 | 2.35 | 2.17 | 1.69 | 1.62 | 1.60 | 0.41 | 3.16 | 1.93 | 2.18 | 2.08 | 2.60 | 2.82 | 2.62 | 3.13 | 2.94 | 2.90 | 2.86 | 3.11 | 2.13 | 0.00 |
Data as of 10/31/2024, Common starting date is 12/31/2003
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K Suggested Balanced Model Portfolio |
-6.44%
Feb 2006 – Feb 2009 |
-1.53%
Feb 2004 – Feb 2009 |
5.76%
Jan 2006 – Jan 2016 |
5.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ShareBuilder 401K Suggested Balanced Model Portfolio |
18.01%
Feb 2009 – Feb 2012 |
15.44%
Feb 2009 – Feb 2014 |
10.57%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart