Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings Plan Tactical Asset Allocation Moderate | NA | 21.96% | 1.96% | 7.06% | 5.58% | 6.57% | 7.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Perficient, 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 (%) | -1.20 | 21.96 | 1.96 | 7.06 | 5.58 | 6.57 | 7.25 | … | … | -0.04 | 5.41 | 13.02 | -15.28 | 14.55 | 14.85 | 13.75 | -2.42 | 9.73 | 3.98 | -3.22 | 4.44 | 14.96 | 7.56 | 1.76 | 9.97 | 18.33 | -2.65 | 10.76 | 19.47 | 2.35 | 10.00 | 16.03 | 1.71 | 7.79 |
| Sharpe Ratio | NA | -0.05 | -0.27 | 0.32 | 0.38 | NA | NA | … | … | -0.01 | -0.14 | 0.95 | -1.20 | 1.42 | 1.65 | 2.86 | -0.50 | 1.80 | 0.77 | -0.48 | 0.76 | 2.12 | 1.34 | 0.19 | 0.68 | 2.09 | -1.32 | 0.76 | 1.91 | 0.02 | 1.09 | 3.05 | 0.14 | 1.87 |
| Standard Deviation(%) | NA | 8.65 | 10.87 | 10.39 | 8.42 | NA | NA | … | … | 10.05 | 8.69 | 9.27 | 13.93 | 10.19 | 8.87 | 4.32 | 7.43 | 5.06 | 4.92 | 6.73 | 5.80 | 7.04 | 5.62 | 9.20 | 14.53 | 8.74 | 2.71 | 10.18 | 8.48 | 7.56 | 8.29 | 5.02 | 4.20 | 2.93 |
| Draw Down(%) | NA | 7.44 | 16.82 | 18.73 | 18.73 | NA | NA | … | … | 0.90 | 7.39 | 7.57 | 18.69 | 4.56 | 12.10 | 2.54 | 8.53 | 3.33 | 3.89 | 9.17 | 4.73 | 5.70 | 4.90 | 8.64 | 10.92 | 4.65 | 5.17 | 7.84 | 6.21 | 5.89 | 10.60 | 2.25 | 5.34 | 1.58 |
| Yield(%) | NA | 3.82 | 3.53 | 3.78 | 3.10 | NA | NA | … | … | NA | 0.71 | 4.10 | 2.34 | 3.80 | 3.83 | 4.19 | 3.57 | 0.33 | 2.48 | 2.96 | 3.37 | 3.64 | 2.57 | 2.20 | 3.24 | 3.66 | 1.94 | 5.26 | 7.27 | 3.64 | 4.06 | 4.34 | 4.77 | 5.61 |
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 Perficient, Inc. 401(k) Employee Savings Plan Tactical Asset Allocation Moderate |
0.18%
Apr 2021 – Apr 2024 |
2.39%
Dec 2013 – Dec 2018 |
4.08%
Oct 2013 – Oct 2023 |
5.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings Plan Tactical Asset Allocation Moderate |
14.38%
Dec 2018 – Dec 2021 |
12.62%
Oct 2002 – Oct 2007 |
9.61%
Apr 2003 – Apr 2013 |
8.32%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart