Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sharp Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 22.54% | 0.88% | 5.50% | 4.95% | 5.36% | 6.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sharp Corporation 401(k) Savings 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 (%) | -1.23 | 22.54 | 0.88 | 5.50 | 4.95 | 5.36 | 6.01 | … | … | 0.61 | 10.80 | 11.17 | -16.29 | 5.12 | 17.12 | 11.89 | 0.75 | 13.49 | 4.94 | -6.43 | 0.30 | 13.14 | 5.79 | 4.14 | 5.83 | 15.09 | 3.95 | 6.73 | 11.27 | 3.04 | 8.20 | 14.96 | 2.24 | 7.58 |
| Sharpe Ratio | NA | 0.54 | -0.23 | 0.23 | 0.38 | NA | NA | … | … | 0.05 | 0.41 | 0.74 | -1.53 | 0.47 | 1.71 | 2.45 | -0.07 | 2.61 | 1.07 | -1.13 | 0.05 | 2.03 | 1.37 | 0.54 | 0.76 | 2.28 | 0.55 | 0.41 | 1.10 | 0.17 | 1.18 | 2.62 | 0.25 | 1.05 |
| Standard Deviation(%) | NA | 10.35 | 10.51 | 10.45 | 8.43 | NA | NA | … | … | 12.18 | 10.36 | 9.38 | 11.57 | 10.86 | 9.85 | 4.28 | 8.32 | 4.92 | 4.41 | 5.74 | 5.85 | 6.45 | 4.19 | 7.63 | 7.60 | 6.56 | 5.46 | 9.12 | 7.28 | 4.99 | 6.15 | 5.45 | 4.56 | 5.03 |
| Draw Down(%) | NA | 5.82 | 16.36 | 18.82 | 18.82 | NA | NA | … | … | 1.08 | 5.82 | 8.97 | 17.10 | 8.11 | 9.79 | 2.44 | 7.25 | 1.74 | 3.83 | 9.31 | 5.08 | 4.38 | 4.01 | 5.88 | 6.76 | 3.24 | 3.88 | 6.87 | 8.80 | 3.87 | 6.50 | 3.90 | 4.84 | 3.65 |
| Yield(%) | NA | 4.07 | 4.60 | 4.11 | 3.29 | NA | NA | … | … | NA | 0.71 | 3.92 | 3.57 | 5.41 | 3.04 | 5.75 | 3.04 | 0.39 | 3.09 | 1.95 | 2.56 | 2.96 | 3.47 | 3.15 | 3.36 | 4.59 | 4.19 | 5.40 | 5.56 | 4.43 | 3.04 | 3.93 | 4.29 | 6.54 |
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 |
|---|---|---|---|---|
| Sharp Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.44%
Jan 2021 – Jan 2024 |
2.36%
Apr 2011 – Apr 2016 |
3.05%
Oct 2013 – Oct 2023 |
4.87%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sharp Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
11.27%
Dec 2018 – Dec 2021 |
9.71%
Oct 2016 – Oct 2021 |
8.29%
Apr 2001 – Apr 2011 |
7.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart