Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Vistaprint 401K Tactical Asset Allocation Moderate | NA | 20.99% | 2.62% | 8.17% | 6.61% | 7.36% | 8.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Vistaprint 401K 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 (%) | -0.86 | 20.99 | 2.62 | 8.17 | 6.61 | 7.36 | 8.43 | … | … | 0.05 | 6.48 | 13.35 | -15.67 | 14.72 | 20.07 | 20.87 | -5.84 | 8.57 | 6.45 | -1.52 | 4.81 | 13.51 | 5.00 | 4.77 | 11.85 | 23.67 | 3.00 | 10.30 | 20.90 | 2.25 | 13.97 | 18.98 | 1.77 | 4.35 |
| Sharpe Ratio | NA | 0.01 | -0.24 | 0.40 | 0.49 | NA | NA | … | … | 0.00 | -0.01 | 0.97 | -1.18 | 1.27 | 1.95 | 2.84 | -0.84 | 1.63 | 1.19 | -0.23 | 0.83 | 2.08 | 0.93 | 0.59 | 0.87 | 2.45 | 0.49 | 0.75 | 2.26 | 0.01 | 1.63 | 3.17 | 0.13 | 0.48 |
| Standard Deviation(%) | NA | 7.63 | 10.88 | 10.90 | 9.00 | NA | NA | … | … | 7.54 | 7.71 | 9.38 | 14.47 | 11.53 | 10.15 | 6.86 | 8.48 | 4.87 | 5.26 | 6.72 | 5.77 | 6.48 | 5.32 | 8.01 | 13.50 | 9.60 | 4.20 | 9.78 | 7.79 | 7.02 | 7.98 | 5.78 | 5.01 | 4.25 |
| Draw Down(%) | NA | 6.96 | 17.27 | 20.93 | 20.93 | NA | NA | … | … | 0.65 | 6.96 | 7.82 | 19.10 | 6.42 | 8.08 | 2.30 | 12.31 | 3.22 | 4.59 | 8.05 | 4.13 | 5.39 | 4.79 | 6.20 | 9.75 | 5.17 | 4.50 | 6.93 | 6.33 | 5.21 | 9.59 | 2.79 | 7.89 | 2.63 |
| Yield(%) | NA | 2.73 | 4.04 | 4.59 | 4.03 | NA | NA | … | … | NA | 0.72 | 2.99 | 1.60 | 7.00 | 4.31 | 7.83 | 4.90 | 0.26 | 4.45 | 3.41 | 4.58 | 4.05 | 2.63 | 2.28 | 2.76 | 3.83 | 2.56 | 4.29 | 5.71 | 6.03 | 5.76 | 4.65 | 3.19 | 4.85 |
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 |
|---|---|---|---|---|
| Vistaprint 401K Tactical Asset Allocation Moderate |
0.59%
Dec 2021 – Dec 2024 |
2.35%
Dec 2013 – Dec 2018 |
5.18%
Oct 2013 – Oct 2023 |
6.74%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Vistaprint 401K Tactical Asset Allocation Moderate |
18.52%
Dec 2018 – Dec 2021 |
14.48%
Apr 2005 – Apr 2010 |
11.69%
Apr 2003 – Apr 2013 |
9.86%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart