Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 32.12% | 8.13% | 13.20% | 9.11% | 9.69% | 10.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Tactical Asset Allocation 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 (%) | -1.17 | 32.12 | 8.13 | 13.20 | 9.11 | 9.69 | 10.12 | … | … | 1.19 | 19.87 | 15.25 | -6.89 | 15.83 | 20.75 | 21.17 | -11.97 | 17.85 | 10.15 | -2.19 | 4.86 | 15.72 | 11.13 | 4.29 | 13.98 | 14.32 | -0.48 | 11.03 | 15.29 | 12.11 | 15.51 | 20.34 | -7.73 | -8.15 |
| Sharpe Ratio | NA | 1.14 | 0.37 | 0.61 | 0.54 | NA | NA | … | … | 0.08 | 0.96 | 1.02 | -0.56 | 0.98 | 0.81 | 1.94 | -0.92 | 2.39 | 0.85 | -0.17 | 0.61 | 2.22 | 1.55 | 0.31 | 1.36 | 1.47 | -0.25 | 0.81 | 1.05 | 1.11 | 1.57 | 2.73 | -1.72 | -1.22 |
| Standard Deviation(%) | NA | 13.80 | 13.23 | 16.90 | 14.43 | NA | NA | … | … | 13.61 | 13.90 | 10.75 | 14.66 | 16.11 | 25.34 | 10.19 | 14.36 | 7.21 | 11.69 | 12.75 | 7.94 | 7.07 | 7.13 | 13.53 | 10.24 | 9.68 | 5.58 | 9.93 | 11.43 | 8.96 | 9.28 | 7.18 | 5.14 | 8.54 |
| Draw Down(%) | NA | 8.48 | 14.55 | 27.82 | 27.82 | NA | NA | … | … | 0.92 | 8.48 | 9.44 | 14.59 | 7.55 | 27.82 | 6.22 | 21.52 | 2.38 | 8.44 | 13.00 | 5.40 | 4.66 | 4.99 | 11.97 | 7.94 | 4.92 | 5.42 | 7.07 | 14.07 | 6.54 | 8.95 | 5.23 | 9.13 | 15.47 |
| Yield(%) | NA | 7.69 | 6.80 | 5.01 | 6.43 | NA | NA | … | … | NA | 0.08 | 8.55 | 3.42 | 10.20 | 0.84 | 4.08 | 6.44 | 4.43 | 18.43 | 5.67 | 8.23 | 3.19 | 3.45 | 2.23 | 3.06 | 3.65 | 4.31 | 6.28 | 4.45 | 4.57 | 2.28 | 1.40 | 1.54 | 1.41 |
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 |
|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
0.03%
Mar 2017 – Mar 2020 |
1.39%
Mar 2015 – Mar 2020 |
5.69%
Mar 2010 – Mar 2020 |
7.43%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Yahoo Inc 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
20.91%
Apr 2003 – Apr 2006 |
15.44%
Feb 2003 – Feb 2008 |
12.48%
Apr 2003 – Apr 2013 |
11.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart