Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SBERA 401(k) Plan Tactical Asset Allocation Moderate | NA | 18.73% | -0.30% | 4.98% | 4.10% | 4.62% | 6.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SBERA 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 (%) | -1.04 | 18.73 | -0.30 | 4.98 | 4.10 | 4.62 | 6.96 | … | … | 0.63 | 8.82 | 10.71 | -15.37 | 6.45 | 15.73 | 4.45 | -2.04 | 13.19 | 8.31 | -4.78 | 3.56 | 12.96 | -2.45 | 3.77 | 6.90 | 13.47 | 2.81 | 20.85 | 17.72 | 12.27 | 12.61 | 24.82 | 9.39 | 5.45 |
| Sharpe Ratio | NA | 0.46 | -0.33 | 0.23 | 0.33 | NA | NA | … | … | 0.06 | 0.28 | 0.75 | -1.54 | 0.60 | 1.87 | 0.61 | -0.45 | 2.15 | 1.43 | -0.90 | 0.52 | 1.76 | -0.38 | 0.44 | 0.56 | 1.22 | 0.25 | 1.34 | 1.41 | 1.42 | 1.19 | 3.81 | 1.49 | 0.51 |
| Standard Deviation(%) | NA | 7.85 | 9.21 | 9.35 | 7.83 | NA | NA | … | … | 9.36 | 7.86 | 8.57 | 10.88 | 10.66 | 8.29 | 4.98 | 7.47 | 5.84 | 5.67 | 5.32 | 6.87 | 7.37 | 6.60 | 8.42 | 12.19 | 11.00 | 7.46 | 13.36 | 10.25 | 7.11 | 9.80 | 6.34 | 5.56 | 6.18 |
| Draw Down(%) | NA | 3.78 | 15.98 | 18.14 | 18.14 | NA | NA | … | … | 0.66 | 3.78 | 8.95 | 16.56 | 5.01 | 6.43 | 3.90 | 9.25 | 2.51 | 4.18 | 8.29 | 5.02 | 5.40 | 8.97 | 5.45 | 10.37 | 7.51 | 7.53 | 10.11 | 13.91 | 5.92 | 11.58 | 3.63 | 3.57 | 5.42 |
| Yield(%) | NA | 4.00 | 3.96 | 3.31 | 2.89 | NA | NA | … | … | NA | 0.77 | 3.77 | 3.05 | 4.38 | 1.51 | 3.50 | 1.28 | 0.31 | 4.01 | 2.25 | 4.50 | 2.01 | 2.89 | 5.39 | 2.97 | 3.77 | 5.26 | 6.02 | 6.05 | 3.22 | 2.77 | 4.30 | 5.40 | 5.74 |
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 |
|---|---|---|---|---|
| SBERA 401(k) Plan Tactical Asset Allocation Moderate |
-1.46%
Apr 2021 – Apr 2024 |
1.23%
Sep 2018 – Sep 2023 |
2.93%
Oct 2013 – Oct 2023 |
3.98%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SBERA 401(k) Plan Tactical Asset Allocation Moderate |
22.06%
Oct 2004 – Oct 2007 |
18.89%
Oct 2002 – Oct 2007 |
12.90%
Apr 2001 – Apr 2011 |
9.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart