Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RadiSys Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 36.40% | 11.73% | 11.04% | 6.04% | 6.12% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RadiSys 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 (%) | -0.80 | 36.40 | 11.73 | 11.04 | 6.04 | 6.12 | 6.43 | … | … | 0.91 | 24.89 | 21.21 | -7.38 | 11.82 | 6.63 | 8.56 | -3.77 | 6.76 | 3.70 | -4.54 | -4.06 | 13.02 | 7.44 | 4.41 | 6.85 | 10.80 | -4.78 | 11.35 | 13.06 | 4.27 | 9.11 | 13.63 | 2.84 | 4.15 |
| Sharpe Ratio | NA | 2.24 | 1.04 | 0.95 | 0.64 | NA | NA | … | … | 0.09 | 2.07 | 2.31 | -0.96 | 1.32 | 0.63 | 1.66 | -0.74 | 1.25 | 0.73 | -0.72 | -0.60 | 1.90 | 1.28 | 0.56 | 0.67 | 1.34 | -1.68 | 0.83 | 1.25 | 0.36 | 1.06 | 2.73 | 0.53 | 1.09 |
| Standard Deviation(%) | NA | 8.82 | 8.49 | 8.96 | 7.45 | NA | NA | … | … | 9.43 | 8.83 | 7.35 | 9.08 | 8.97 | 10.22 | 4.30 | 6.90 | 4.92 | 4.78 | 6.36 | 6.82 | 6.84 | 5.78 | 7.80 | 10.13 | 7.99 | 3.40 | 10.09 | 7.82 | 5.79 | 7.72 | 4.74 | 3.29 | 1.69 |
| Draw Down(%) | NA | 4.93 | 12.23 | 13.66 | 13.66 | NA | NA | … | … | 0.69 | 4.93 | 3.91 | 12.99 | 4.64 | 13.66 | 2.28 | 9.49 | 4.43 | 3.81 | 9.32 | 6.90 | 4.67 | 4.72 | 5.06 | 8.59 | 4.47 | 6.88 | 6.55 | 9.38 | 4.18 | 6.93 | 2.76 | 4.06 | 1.81 |
| Yield(%) | NA | 15.10 | 12.02 | 8.51 | 5.19 | NA | NA | … | … | NA | 4.35 | 14.59 | 8.29 | 8.47 | 3.02 | 3.74 | 2.68 | 0.70 | 1.90 | 0.96 | 3.08 | 4.08 | 2.83 | 2.13 | 1.49 | 2.25 | 1.57 | 9.04 | 6.21 | 3.16 | 2.44 | 3.14 | 2.50 | 3.97 |
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 |
|---|---|---|---|---|
| RadiSys Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
-1.70%
Dec 2013 – Dec 2016 |
-0.49%
Dec 2013 – Dec 2018 |
2.72%
Oct 2010 – Oct 2020 |
3.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RadiSys Corporation 401(k) Savings Plan Tactical Asset Allocation Moderate |
14.47%
Nov 2021 – Nov 2024 |
12.00%
Nov 2019 – Nov 2024 |
8.00%
Apr 2003 – Apr 2013 |
6.25%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart