Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apache Design Solutions 401K Strategic Asset Allocation – Equal Weight Moderate | NA | 19.14% | 1.58% | 4.57% | 4.37% | 6.18% | 6.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apache Design Solutions 401K Strategic Asset Allocation – Equal Weight Moderate | 12/31/2000 | 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 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.29 | 19.14 | 1.58 | 4.57 | 4.37 | 6.18 | 6.05 | … | … | 0.17 | 3.31 | 12.47 | -12.89 | 5.85 | 12.35 | 18.27 | -6.78 | 9.04 | 4.18 | -1.37 | 6.58 | 7.31 | 12.27 | 0.42 | 17.37 | 32.79 | -24.87 | 8.24 | 12.65 | 8.87 | 12.91 | 19.83 | -3.50 | 9.38 |
| Sharpe Ratio | NA | -0.28 | -0.33 | 0.10 | 0.24 | NA | NA | … | … | 0.02 | -0.45 | 1.04 | -1.20 | 0.65 | 0.61 | 2.70 | -0.90 | 2.03 | 0.50 | -0.18 | 1.12 | 1.08 | 1.98 | 0.03 | 1.69 | 1.77 | -1.29 | 0.51 | 1.45 | 1.19 | 1.95 | 2.94 | -0.55 | 0.92 |
| Standard Deviation(%) | NA | 7.27 | 9.26 | 12.06 | 9.94 | NA | NA | … | … | 5.59 | 7.34 | 7.90 | 11.89 | 8.90 | 19.74 | 6.25 | 8.96 | 4.15 | 7.97 | 7.88 | 5.87 | 6.74 | 6.18 | 11.80 | 10.21 | 18.49 | 20.07 | 10.29 | 6.45 | 5.61 | 6.14 | 6.50 | 8.32 | 7.72 |
| Draw Down(%) | NA | 5.68 | 17.44 | 23.12 | 23.12 | NA | NA | … | … | 0.45 | 5.66 | 6.90 | 18.32 | 5.91 | 23.12 | 2.65 | 12.35 | 2.23 | 6.44 | 8.58 | 4.05 | 7.62 | 5.07 | 11.15 | 6.58 | 15.42 | 34.20 | 6.96 | 6.78 | 3.88 | 6.49 | 5.87 | 13.04 | 8.46 |
| Yield(%) | NA | 3.88 | 4.57 | 4.03 | 3.91 | NA | NA | … | … | NA | 0.78 | 3.97 | 3.64 | 5.25 | 3.59 | 2.99 | 2.85 | 0.50 | 3.82 | 7.15 | 4.56 | 3.97 | 4.43 | 3.97 | 4.59 | 4.26 | 2.84 | 7.23 | 5.03 | 5.00 | 5.76 | 3.16 | 3.73 | 6.48 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Apache Design Solutions 401K Strategic Asset Allocation – Equal Weight Moderate |
-7.75%
Feb 2006 – Feb 2009 |
-0.56%
Feb 2004 – Feb 2009 |
3.26%
Oct 2013 – Oct 2023 |
4.00%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apache Design Solutions 401K Strategic Asset Allocation – Equal Weight Moderate |
22.85%
Feb 2009 – Feb 2012 |
16.51%
Feb 2009 – Feb 2014 |
9.73%
Feb 2009 – Feb 2019 |
8.24%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart