Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDEO 401K Plan Tactical Asset Allocation Moderate | NA | 24.26% | 4.31% | 9.57% | 7.49% | 8.84% | 9.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDEO 401K 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 (%) | -0.90 | 24.26 | 4.31 | 9.57 | 7.49 | 8.84 | 9.07 | … | … | 0.85 | 10.92 | 16.56 | -13.31 | 10.50 | 20.12 | 17.95 | -6.51 | 12.67 | 7.31 | 1.02 | 8.71 | 16.50 | 12.71 | 2.51 | 14.20 | 15.74 | 0.45 | 8.96 | 13.13 | 9.49 | 12.43 | 15.10 | -6.90 | 0.71 |
| Sharpe Ratio | NA | 0.59 | 0.09 | 0.45 | 0.53 | NA | NA | … | … | 0.08 | 0.44 | 1.52 | -1.05 | 0.97 | 1.05 | 2.52 | -0.78 | 2.83 | 0.90 | 0.11 | 1.25 | 2.39 | 1.70 | 0.17 | 1.48 | 2.10 | -0.17 | 0.64 | 1.42 | 1.21 | 1.41 | 2.18 | -1.42 | -0.30 |
| Standard Deviation(%) | NA | 9.92 | 10.99 | 12.94 | 10.65 | NA | NA | … | … | 9.80 | 9.94 | 8.09 | 14.04 | 10.75 | 18.93 | 6.57 | 10.02 | 4.25 | 7.89 | 8.68 | 6.96 | 6.89 | 7.46 | 14.70 | 9.51 | 7.44 | 2.83 | 9.27 | 6.94 | 6.06 | 8.17 | 6.61 | 5.64 | 5.40 |
| Draw Down(%) | NA | 5.93 | 16.51 | 20.72 | 20.72 | NA | NA | … | … | 0.68 | 5.93 | 5.72 | 17.94 | 7.82 | 20.72 | 3.41 | 13.78 | 1.46 | 6.70 | 7.56 | 4.57 | 5.04 | 5.71 | 13.05 | 7.55 | 3.79 | 3.39 | 6.66 | 7.74 | 4.51 | 6.46 | 6.10 | 9.09 | 7.51 |
| Yield(%) | NA | 5.86 | 4.31 | 4.74 | 5.24 | NA | NA | … | … | NA | 1.51 | 5.74 | 2.34 | 4.15 | 7.18 | 5.99 | 4.51 | 4.94 | 8.25 | 5.79 | 4.44 | 4.89 | 2.92 | 2.32 | 3.58 | 3.57 | 3.10 | 7.21 | 6.14 | 5.56 | 2.67 | 1.64 | 4.86 | 6.13 |
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 |
|---|---|---|---|---|
| IDEO 401K Plan Tactical Asset Allocation Moderate |
2.71%
Mar 2017 – Mar 2020 |
3.85%
Mar 2015 – Mar 2020 |
6.24%
Oct 2013 – Oct 2023 |
7.16%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDEO 401K Plan Tactical Asset Allocation Moderate |
16.11%
Dec 2018 – Dec 2021 |
13.04%
Feb 2009 – Feb 2014 |
11.14%
Mar 2003 – Mar 2013 |
10.30%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart