Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSI Corporation 401K Plan Tactical Asset Allocation Moderate | NA | 25.91% | 6.10% | 10.95% | 8.45% | 9.43% | 10.81% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSI Corporation 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 (%) | -1.62 | 25.91 | 6.10 | 10.95 | 8.45 | 9.43 | 10.81 | … | … | 0.84 | 7.62 | 18.03 | -13.54 | 17.01 | 20.69 | 18.55 | -4.85 | 11.65 | 5.72 | 0.29 | 3.57 | 12.71 | 13.64 | 5.42 | 21.56 | 17.34 | 3.21 | 19.45 | 15.22 | 15.36 | 16.89 | 25.96 | 4.48 | 1.18 |
| Sharpe Ratio | NA | 0.18 | 0.01 | 0.53 | 0.55 | NA | NA | … | … | 0.09 | 0.09 | 1.62 | -1.17 | 1.83 | 1.10 | 2.72 | -0.63 | 2.06 | 0.64 | 0.03 | 0.44 | 1.65 | 1.79 | 0.36 | 1.77 | 1.55 | 0.32 | 1.47 | 1.34 | 1.91 | 1.75 | 4.51 | 0.73 | -0.21 |
| Standard Deviation(%) | NA | 11.67 | 11.16 | 12.73 | 10.68 | NA | NA | … | … | 9.01 | 11.75 | 8.48 | 12.78 | 9.27 | 18.67 | 6.30 | 9.76 | 5.34 | 8.66 | 9.63 | 8.16 | 7.67 | 7.59 | 15.02 | 12.10 | 11.10 | 7.23 | 11.16 | 8.92 | 6.91 | 9.11 | 5.61 | 4.60 | 5.44 |
| Draw Down(%) | NA | 9.64 | 17.31 | 20.72 | 20.72 | NA | NA | … | … | 0.70 | 9.64 | 5.93 | 19.02 | 4.46 | 20.72 | 2.88 | 13.39 | 2.23 | 6.74 | 10.51 | 7.09 | 8.14 | 5.19 | 12.17 | 8.41 | 5.55 | 5.39 | 8.88 | 12.11 | 4.73 | 12.17 | 2.00 | 2.51 | 6.77 |
| Yield(%) | NA | 3.96 | 4.41 | 4.53 | 4.61 | NA | NA | … | … | NA | 1.13 | 3.85 | 2.72 | 6.45 | 3.88 | 8.56 | 2.62 | 3.43 | 6.49 | 4.09 | 6.48 | 5.77 | 5.88 | 2.77 | 4.43 | 5.71 | 5.37 | 10.49 | 8.42 | 10.40 | 5.97 | 3.78 | 5.23 | 5.50 |
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 |
|---|---|---|---|---|
| LSI Corporation 401K Plan Tactical Asset Allocation Moderate |
3.05%
Mar 2017 – Mar 2020 |
3.05%
Mar 2015 – Mar 2020 |
6.21%
Sep 2012 – Sep 2022 |
8.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSI Corporation 401K Plan Tactical Asset Allocation Moderate |
21.33%
Apr 2003 – Apr 2006 |
19.19%
Mar 2003 – Mar 2008 |
15.64%
Apr 2003 – Apr 2013 |
12.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart