Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 29.96% | 11.30% | 9.82% | 6.33% | 6.08% | 8.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE 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 (%) | -0.17 | 29.96 | 11.30 | 9.82 | 6.33 | 6.08 | 8.05 | … | … | 0.90 | 20.86 | 25.98 | -8.85 | 8.17 | 7.06 | 8.78 | -3.28 | 11.46 | 4.12 | -3.73 | 0.83 | 12.35 | 2.92 | -0.72 | 8.79 | 22.81 | -5.27 | 18.25 | 15.53 | 17.81 | 14.05 | 20.72 | 7.14 | 8.38 |
| Sharpe Ratio | NA | 1.75 | 0.96 | 0.81 | 0.65 | NA | NA | … | … | 0.08 | 1.57 | 2.98 | -1.07 | 0.75 | 0.72 | 1.37 | -0.62 | 1.85 | 0.84 | -0.71 | 0.13 | 1.80 | 0.52 | -0.09 | 0.82 | 2.40 | -1.09 | 1.22 | 1.26 | 2.50 | 1.53 | 3.91 | 1.21 | 1.12 |
| Standard Deviation(%) | NA | 9.08 | 8.73 | 9.35 | 7.77 | NA | NA | … | … | 10.88 | 9.06 | 7.29 | 9.53 | 10.85 | 9.48 | 5.37 | 7.40 | 5.86 | 4.65 | 5.28 | 6.24 | 6.83 | 5.50 | 8.32 | 10.66 | 9.47 | 5.68 | 12.51 | 9.76 | 6.26 | 8.55 | 5.12 | 5.00 | 5.40 |
| Draw Down(%) | NA | 6.76 | 13.53 | 14.44 | 14.44 | NA | NA | … | … | 0.86 | 6.76 | 3.66 | 14.44 | 5.42 | 10.32 | 3.73 | 9.38 | 5.02 | 3.74 | 6.72 | 5.62 | 5.38 | 6.46 | 8.68 | 8.28 | 5.10 | 8.07 | 9.55 | 14.31 | 4.83 | 8.90 | 2.82 | 5.70 | 4.13 |
| Yield(%) | NA | 15.29 | 11.99 | 8.97 | 5.72 | NA | NA | … | … | NA | 4.49 | 15.13 | 6.64 | 9.80 | 4.85 | 4.54 | 2.26 | 0.18 | 3.16 | 2.64 | 3.73 | 3.28 | 4.40 | 1.53 | 3.96 | 4.42 | 3.42 | 9.70 | 7.82 | 4.64 | 3.39 | 4.65 | 6.95 | 8.54 |
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 |
|---|---|---|---|---|
| BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.84%
Oct 2017 – Oct 2020 |
1.02%
Apr 2011 – Apr 2016 |
2.82%
Oct 2010 – Oct 2020 |
3.89%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BENCHMARK ELECTRONICS, INC.401(k) EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
21.43%
Oct 2004 – Oct 2007 |
18.42%
Oct 2002 – Oct 2007 |
13.06%
Apr 2001 – Apr 2011 |
9.36%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart