Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nypro 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 1.81% | 1.70% | 4.09% | 2.92% | 5.15% | 5.60% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nypro 401(k) Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.37 | 1.81 | 1.70 | 4.09 | 2.92 | 5.15 | 5.60 | … | … | 1.27 | 10.89 | -16.49 | 11.63 | 19.05 | 11.45 | -4.22 | 11.53 | 0.91 | -2.69 | -0.50 | 13.83 | 6.98 | 3.32 | 7.24 | 18.72 | -4.85 | 11.20 | 9.46 | 6.69 | 9.78 | 22.48 | 5.48 | 6.84 |
| Sharpe Ratio | NA | 0.52 | -0.04 | 0.51 | 0.37 | NA | NA | … | … | 0.12 | 0.77 | -1.40 | 1.09 | 1.96 | 2.54 | -0.73 | 2.47 | 0.15 | -0.48 | -0.09 | 2.04 | 1.38 | 0.37 | 0.92 | 3.46 | -1.01 | 0.98 | 0.82 | 0.74 | 1.21 | 3.70 | 0.94 | 0.92 |
| Standard Deviation(%) | NA | 8.67 | 10.74 | 9.62 | 7.88 | NA | NA | … | … | 8.58 | 8.59 | 12.73 | 10.60 | 9.60 | 3.96 | 7.58 | 4.42 | 4.62 | 5.65 | 5.71 | 6.76 | 5.01 | 8.76 | 7.76 | 5.39 | 5.72 | 8.38 | 7.56 | 6.07 | 7.32 | 5.89 | 4.64 | 4.95 |
| Draw Down(%) | NA | 7.92 | 22.48 | 22.48 | 22.48 | NA | NA | … | … | 1.89 | 7.92 | 21.27 | 6.54 | 11.60 | 1.97 | 10.76 | 1.93 | 4.22 | 7.42 | 6.58 | 5.74 | 4.73 | 6.90 | 7.22 | 1.89 | 10.85 | 5.44 | 8.96 | 4.29 | 7.41 | 4.28 | 4.82 | 3.81 |
| Yield(%) | NA | 4.33 | 5.01 | 4.39 | 3.31 | NA | NA | … | … | 0.05 | 4.47 | 2.36 | 8.25 | 3.34 | 3.71 | 2.09 | 0.54 | 2.66 | 3.74 | 2.24 | 2.84 | 4.43 | 3.33 | 5.16 | 4.48 | 3.57 | 5.77 | 5.02 | 2.47 | 4.15 | 4.26 | 5.45 | 7.93 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Nypro 401(k) Savings Plan Tactical Asset Allocation Moderate |
-0.77%
Dec 2013 – Dec 2016 |
0.86%
Dec 2013 – Dec 2018 |
2.92%
Oct 2013 – Oct 2023 |
4.33%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nypro 401(k) Savings Plan Tactical Asset Allocation Moderate |
13.99%
Dec 2018 – Dec 2021 |
13.10%
Oct 2002 – Oct 2007 |
9.64%
Apr 2001 – Apr 2011 |
7.67%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart