Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| infoUSA 401(k) Plan Tactical Asset Allocation Moderate | NA | 13.68% | 1.17% | 5.17% | 3.91% | 5.63% | 7.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| infoUSA 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 (%) | -1.64 | 13.68 | 1.17 | 5.17 | 3.91 | 5.63 | 7.66 | … | … | 0.22 | -2.57 | 14.00 | -13.97 | 16.76 | 7.56 | 11.14 | -5.31 | 11.49 | 5.52 | -7.17 | 5.50 | 10.38 | 8.66 | 0.13 | 16.14 | 22.96 | -2.25 | 18.86 | 16.12 | 16.54 | 12.71 | 31.37 | 8.98 | 9.16 |
| Sharpe Ratio | NA | -0.81 | -0.50 | 0.13 | 0.20 | NA | NA | … | … | 0.02 | -0.98 | 1.11 | -1.50 | 1.91 | 0.81 | 1.95 | -0.93 | 1.79 | 0.76 | -1.13 | 0.83 | 1.49 | 1.45 | 0.01 | 1.21 | 2.02 | -0.58 | 1.42 | 1.44 | 2.08 | 1.29 | 5.89 | 1.50 | 1.46 |
| Standard Deviation(%) | NA | 9.24 | 9.47 | 9.27 | 7.95 | NA | NA | … | … | 8.89 | 9.37 | 8.77 | 10.24 | 8.75 | 9.05 | 4.99 | 7.12 | 6.08 | 7.03 | 6.37 | 6.62 | 6.92 | 5.92 | 9.74 | 13.31 | 11.34 | 5.45 | 11.14 | 8.96 | 6.92 | 9.09 | 5.21 | 5.24 | 4.69 |
| Draw Down(%) | NA | 8.11 | 13.30 | 15.07 | 15.07 | NA | NA | … | … | 0.67 | 8.01 | 9.28 | 15.05 | 4.49 | 11.70 | 2.53 | 11.50 | 3.60 | 5.55 | 12.11 | 6.40 | 6.63 | 4.71 | 9.67 | 9.01 | 5.82 | 7.02 | 8.98 | 11.59 | 5.59 | 11.18 | 2.17 | 6.74 | 3.27 |
| Yield(%) | NA | 6.13 | 4.59 | 4.77 | 3.83 | NA | NA | … | … | NA | 1.02 | 5.82 | 3.60 | 3.67 | 4.80 | 5.41 | 2.87 | 0.35 | 4.36 | 3.58 | 3.36 | 3.92 | 5.39 | 2.65 | 3.25 | 4.20 | 3.60 | 9.99 | 8.55 | 8.14 | 3.08 | 5.50 | 5.02 | 5.62 |
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 |
|---|---|---|---|---|
| infoUSA 401(k) Plan Tactical Asset Allocation Moderate |
-1.50%
Dec 2021 – Dec 2024 |
1.24%
Feb 2015 – Feb 2020 |
3.27%
Dec 2014 – Dec 2024 |
4.83%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| infoUSA 401(k) Plan Tactical Asset Allocation Moderate |
21.35%
Jan 2003 – Jan 2006 |
19.87%
Oct 2002 – Oct 2007 |
14.89%
Apr 2001 – Apr 2011 |
10.98%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart