Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Gymboree 401(k) Plan Tactical Asset Allocation Moderate | NA | 22.29% | -0.70% | 5.75% | 4.91% | 5.81% | 7.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Gymboree 401(k) 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 (%) | -1.05 | 22.29 | -0.70 | 5.75 | 4.91 | 5.81 | 7.32 | … | … | -0.28 | -1.95 | 8.96 | -18.73 | 18.91 | 16.29 | 11.34 | -3.00 | 8.08 | 4.26 | -1.02 | 4.36 | 12.82 | 6.99 | -0.87 | 10.39 | 27.91 | 0.69 | 7.64 | 18.23 | 6.08 | 16.02 | 25.76 | 3.40 | 6.45 |
| Sharpe Ratio | NA | -0.72 | -0.53 | 0.09 | 0.19 | NA | NA | … | … | -0.04 | -0.75 | 0.40 | -0.99 | 1.65 | 2.10 | 2.10 | -0.57 | 1.38 | 0.75 | -0.17 | 0.78 | 1.94 | 1.20 | -0.08 | 0.84 | 3.10 | -0.04 | 0.50 | 1.99 | 0.61 | 1.86 | 4.32 | 0.44 | 0.80 |
| Standard Deviation(%) | NA | 11.24 | 15.05 | 13.20 | 10.23 | NA | NA | … | … | 7.63 | 11.33 | 11.72 | 20.38 | 11.45 | 7.66 | 4.73 | 7.53 | 5.42 | 5.37 | 6.26 | 5.55 | 6.59 | 5.77 | 11.52 | 12.32 | 8.97 | 5.53 | 9.29 | 7.51 | 6.38 | 8.11 | 5.80 | 5.19 | 5.15 |
| Draw Down(%) | NA | 13.52 | 21.33 | 24.09 | 24.09 | NA | NA | … | … | 0.82 | 13.44 | 12.69 | 23.01 | 5.15 | 6.50 | 2.84 | 9.11 | 4.45 | 4.52 | 6.20 | 5.03 | 6.01 | 5.30 | 12.86 | 10.53 | 4.85 | 5.86 | 6.79 | 6.04 | 4.39 | 10.18 | 3.14 | 5.59 | 4.06 |
| Yield(%) | NA | 6.40 | 8.67 | 6.52 | 4.83 | NA | NA | … | … | NA | 0.56 | 6.12 | 9.40 | 9.81 | 3.20 | 3.86 | 3.39 | 0.42 | 4.20 | 3.95 | 3.72 | 5.73 | 2.68 | 2.88 | 3.89 | 5.51 | 4.98 | 4.46 | 4.85 | 4.77 | 4.26 | 4.26 | 5.23 | 6.86 |
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 |
|---|---|---|---|---|
| The Gymboree 401(k) Plan Tactical Asset Allocation Moderate |
-4.60%
Dec 2021 – Dec 2024 |
2.40%
Sep 2017 – Sep 2022 |
3.38%
Oct 2013 – Oct 2023 |
4.71%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Gymboree 401(k) Plan Tactical Asset Allocation Moderate |
17.38%
Mar 2003 – Mar 2006 |
15.96%
Oct 2002 – Oct 2007 |
12.56%
Apr 2001 – Apr 2011 |
9.94%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart