Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sirsidynix 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 24.42% | 0.73% | 5.60% | 4.48% | 5.42% | 6.67% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sirsidynix 401(k) Profit Sharing 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 (%) | -1.47 | 24.42 | 0.73 | 5.60 | 4.48 | 5.42 | 6.67 | … | … | -0.07 | 7.07 | 12.87 | -20.34 | 15.51 | 12.54 | 15.58 | -4.54 | 8.00 | 3.04 | -3.28 | 3.45 | 11.66 | 5.79 | -0.10 | 11.53 | 26.74 | -6.00 | 10.74 | 19.26 | 4.91 | 10.29 | 20.47 | 5.97 | 6.41 |
| Sharpe Ratio | NA | 0.07 | -0.36 | 0.19 | 0.27 | NA | NA | … | … | -0.01 | 0.05 | 0.86 | -1.39 | 1.75 | 1.49 | 2.84 | -0.79 | 1.60 | 0.55 | -0.49 | 0.53 | 1.85 | 1.05 | -0.01 | 0.83 | 2.68 | -1.09 | 0.76 | 2.09 | 0.37 | 1.14 | 3.46 | 1.08 | 1.17 |
| Standard Deviation(%) | NA | 9.20 | 11.97 | 10.77 | 8.67 | NA | NA | … | … | 8.83 | 9.24 | 10.02 | 15.65 | 8.87 | 8.28 | 4.98 | 7.44 | 4.61 | 5.14 | 6.68 | 6.52 | 6.28 | 5.44 | 10.35 | 13.72 | 9.94 | 6.35 | 10.16 | 7.66 | 7.38 | 8.19 | 5.72 | 4.52 | 3.51 |
| Draw Down(%) | NA | 6.83 | 22.12 | 24.40 | 24.40 | NA | NA | … | … | 0.81 | 6.83 | 9.30 | 24.39 | 3.50 | 10.43 | 2.34 | 10.13 | 4.28 | 3.45 | 8.63 | 5.27 | 6.15 | 5.12 | 10.15 | 9.14 | 4.50 | 10.91 | 7.02 | 6.31 | 4.85 | 10.49 | 2.95 | 6.10 | 1.75 |
| Yield(%) | NA | 4.32 | 4.68 | 4.31 | 4.16 | NA | NA | … | … | NA | 0.27 | 4.43 | 4.56 | 4.49 | 3.07 | 5.28 | 4.32 | 0.35 | 2.21 | 8.11 | 5.04 | 3.22 | 3.63 | 1.87 | 4.02 | 5.13 | 4.03 | 5.44 | 8.93 | 4.99 | 3.82 | 4.00 | 5.32 | 5.73 |
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 |
|---|---|---|---|---|
| Sirsidynix 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.26%
Dec 2021 – Dec 2024 |
1.23%
Dec 2013 – Dec 2018 |
2.70%
Oct 2013 – Oct 2023 |
4.54%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sirsidynix 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
14.53%
Dec 2018 – Dec 2021 |
13.84%
Oct 2002 – Oct 2007 |
11.45%
Apr 2001 – Apr 2011 |
8.44%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart