Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Synnex Corporation 401K Plan Tactical Asset Allocation Moderate | NA | 2.24% | 7.62% | 5.04% | 8.52% | 9.73% | NA | … | … |
Data as of 07/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Synnex Corporation 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 10/11/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.88 | 2.24 | 7.62 | 5.04 | 8.52 | 9.73 | NA | … | … | 5.98 | -5.84 | 9.54 | 8.91 | -2.82 | 3.97 | 16.47 | 12.77 | 3.66 | 17.20 | 20.81 | 3.59 | 13.90 | 11.55 | 8.88 | 17.20 | 14.93 | 3.47 | -7.54 |
| Sharpe Ratio | NA | -0.04 | 0.48 | 0.38 | 0.67 | NA | NA | … | … | 0.49 | -0.65 | 1.53 | 0.94 | -0.30 | 0.42 | 2.16 | 1.57 | 0.25 | 1.65 | 2.32 | 0.43 | 1.16 | 1.10 | 1.00 | 1.92 | 1.85 | 0.37 | -1.38 |
| Standard Deviation(%) | NA | 11.24 | 9.11 | 9.28 | 9.84 | NA | NA | … | … | 9.83 | 11.08 | 5.84 | 9.27 | 9.62 | 9.43 | 7.60 | 8.09 | 14.65 | 10.36 | 8.92 | 6.14 | 9.38 | 7.53 | 6.70 | 8.46 | 7.70 | 6.40 | 7.11 |
| Draw Down(%) | NA | 10.28 | 15.16 | 15.16 | 15.16 | NA | NA | … | … | 7.34 | 15.16 | 2.76 | 8.60 | 8.21 | 7.79 | 4.50 | 5.12 | 12.58 | 8.01 | 4.45 | 3.07 | 7.51 | 9.34 | 4.79 | 8.04 | 5.81 | 5.11 | 11.73 |
| Yield(%) | NA | 5.93 | 5.97 | 7.22 | 4.93 | NA | NA | … | … | 0.86 | 5.88 | 7.73 | 4.51 | 7.55 | 10.48 | 3.43 | 3.33 | 3.27 | 1.81 | 4.05 | 5.07 | 7.80 | 7.36 | 7.16 | 5.24 | 4.81 | 3.33 | 3.17 |
Data as of 07/31/2019, 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 |
|---|---|---|---|---|
| Synnex Corporation 401K Plan Tactical Asset Allocation Moderate |
1.32%
Oct 2013 – Oct 2016 |
2.57%
Dec 2013 – Dec 2018 |
7.43%
Sep 2009 – Sep 2019 |
8.46%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Synnex Corporation 401K Plan Tactical Asset Allocation Moderate |
17.44%
Apr 2003 – Apr 2006 |
14.46%
Feb 2009 – Feb 2014 |
13.27%
Apr 2003 – Apr 2013 |
10.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart