Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Gemological Institute of America (GIA) 401K Plan Tactical Asset Allocation Moderate | NA | 32.10% | 11.95% | 11.72% | 8.61% | 7.92% | 8.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Gemological Institute of America (GIA) 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 (%) | -0.41 | 32.10 | 11.95 | 11.72 | 8.61 | 7.92 | 8.29 | … | … | 0.70 | 22.63 | 24.39 | -6.01 | 6.50 | 14.41 | 13.33 | -1.30 | 14.33 | 3.25 | -0.23 | 1.84 | 16.47 | 3.52 | 3.23 | 4.76 | 16.60 | 1.05 | 11.22 | 10.66 | 7.05 | 11.32 | 20.61 | -2.35 | 8.94 |
| Sharpe Ratio | NA | 3.05 | 1.05 | 1.08 | 0.97 | NA | NA | … | … | 0.14 | 2.83 | 3.06 | -0.58 | 0.73 | 1.79 | 2.56 | -0.33 | 2.79 | 0.65 | -0.05 | 0.28 | 2.30 | 0.60 | 0.42 | 0.49 | 2.06 | 0.02 | 0.86 | 1.03 | 0.83 | 1.18 | 2.98 | -0.51 | 1.69 |
| Standard Deviation(%) | NA | 5.61 | 8.95 | 8.75 | 7.35 | NA | NA | … | … | 4.45 | 5.66 | 6.59 | 12.83 | 8.89 | 7.91 | 4.66 | 7.93 | 4.91 | 4.67 | 5.25 | 6.46 | 7.15 | 5.80 | 7.56 | 9.54 | 8.03 | 6.29 | 9.61 | 7.16 | 5.86 | 8.83 | 6.69 | 6.79 | 3.93 |
| Draw Down(%) | NA | 3.06 | 13.41 | 14.67 | 14.67 | NA | NA | … | … | 0.22 | 3.06 | 3.38 | 13.89 | 5.35 | 8.87 | 3.14 | 8.08 | 2.78 | 3.96 | 5.51 | 5.51 | 5.60 | 5.19 | 6.44 | 8.69 | 4.50 | 6.10 | 7.02 | 7.78 | 4.38 | 7.69 | 2.95 | 9.70 | 2.46 |
| Yield(%) | NA | 17.22 | 10.35 | 7.97 | 5.26 | NA | NA | … | … | NA | 5.72 | 15.92 | 6.74 | 2.08 | 4.98 | 3.99 | 3.66 | 0.43 | 3.12 | 2.11 | 3.53 | 2.69 | 4.53 | 2.76 | 3.97 | 4.86 | 4.35 | 5.17 | 4.82 | 5.00 | 2.64 | 3.07 | 4.32 | 4.87 |
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 |
|---|---|---|---|---|
| Gemological Institute of America (GIA) 401K Plan Tactical Asset Allocation Moderate |
1.61%
Dec 2013 – Dec 2016 |
3.40%
Sep 2017 – Sep 2022 |
4.94%
Mar 2010 – Mar 2020 |
5.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gemological Institute of America (GIA) 401K Plan Tactical Asset Allocation Moderate |
14.10%
Apr 2003 – Apr 2006 |
13.31%
Oct 2002 – Oct 2007 |
9.29%
Apr 2001 – Apr 2011 |
8.53%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart