Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 21.90% | 1.26% | 5.29% | 4.66% | 5.00% | 5.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT 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 (%) | -1.00 | 21.90 | 1.26 | 5.29 | 4.66 | 5.00 | 5.87 | … | … | 0.57 | 5.19 | 14.12 | -16.76 | 8.60 | 12.98 | 9.76 | -3.17 | 12.33 | 5.43 | -2.75 | 3.42 | 15.02 | 6.15 | -3.44 | 5.59 | 16.36 | -3.20 | 11.74 | 12.65 | 6.18 | 8.32 | 19.00 | 3.39 | 6.24 |
| Sharpe Ratio | NA | -0.01 | -0.30 | 0.17 | 0.31 | NA | NA | … | … | 0.09 | -0.16 | 1.18 | -1.25 | 0.91 | 1.47 | 1.72 | -0.59 | 2.50 | 1.02 | -0.55 | 0.58 | 2.25 | 1.17 | -0.43 | 0.52 | 2.08 | -0.71 | 0.91 | 1.34 | 0.65 | 0.96 | 3.17 | 0.44 | 0.83 |
| Standard Deviation(%) | NA | 8.50 | 10.86 | 10.18 | 8.20 | NA | NA | … | … | 5.96 | 8.55 | 8.36 | 14.53 | 9.43 | 8.65 | 4.86 | 7.53 | 4.67 | 5.11 | 5.06 | 5.89 | 6.65 | 5.22 | 7.98 | 10.63 | 7.80 | 5.82 | 9.58 | 7.02 | 6.19 | 7.68 | 5.78 | 5.17 | 4.72 |
| Draw Down(%) | NA | 6.70 | 21.22 | 23.30 | 23.30 | NA | NA | … | … | 0.42 | 6.66 | 8.19 | 22.14 | 4.39 | 10.37 | 3.62 | 8.83 | 2.93 | 3.51 | 5.39 | 6.03 | 5.09 | 4.88 | 10.32 | 8.97 | 3.43 | 9.14 | 7.64 | 8.47 | 4.23 | 6.35 | 3.64 | 4.51 | 4.82 |
| Yield(%) | NA | 4.38 | 4.64 | 4.32 | 3.61 | NA | NA | … | … | NA | 0.11 | 4.71 | 4.16 | 4.84 | 2.86 | 5.94 | 2.93 | 0.10 | 1.54 | 5.02 | 4.31 | 4.49 | 4.59 | 2.15 | 3.05 | 4.65 | 3.99 | 7.86 | 5.17 | 6.65 | 2.79 | 3.57 | 5.19 | 7.08 |
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 |
|---|---|---|---|---|
| HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderat |
-0.88%
Sep 2019 – Sep 2022 |
0.48%
Sep 2017 – Sep 2022 |
3.13%
Oct 2013 – Oct 2023 |
3.68%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEIDRICK STRUGGLES, INC. 401(k) PROFIT SHARING AND RETIREMENT PLAN Tactical Asset Allocation Moderat |
12.70%
Apr 2003 – Apr 2006 |
12.38%
Oct 2002 – Oct 2007 |
8.90%
Apr 2001 – Apr 2011 |
7.58%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart