Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Integrated Device Technology Inc 401K Savings plan Tactical Asset Allocation Moderate | NA | -9.38% | 2.07% | 0.60% | 3.27% | 4.69% | 6.47% | … | … |
Data as of 02/28/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Integrated Device Technology Inc 401K Savings plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/18/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.13 | -9.38 | 2.07 | 0.60 | 3.27 | 4.69 | 6.47 | … | … | 6.36 | -19.51 | 4.97 | 14.62 | 7.75 | -4.42 | 14.72 | 3.82 | -3.34 | 2.55 | 15.07 | 7.31 | -1.90 | 6.81 | 28.99 | -4.26 | 13.36 | 13.34 | 7.49 | 8.05 | 21.04 | 2.32 | 6.98 |
| Sharpe Ratio | NA | 0.08 | 0.09 | -0.02 | 0.26 | NA | NA | … | … | 0.51 | -1.32 | 0.49 | 1.59 | 1.17 | -0.85 | 2.73 | 0.85 | -0.62 | 0.39 | 2.16 | 1.41 | -0.25 | 0.62 | 2.85 | -0.98 | 0.81 | 0.99 | 0.82 | 0.91 | 3.54 | 0.30 | 1.14 |
| Standard Deviation(%) | NA | 13.55 | 11.97 | 10.12 | 8.28 | NA | NA | … | … | 8.98 | 15.84 | 10.09 | 9.04 | 5.43 | 6.76 | 5.16 | 4.27 | 5.41 | 6.43 | 6.97 | 5.15 | 7.87 | 10.89 | 10.14 | 5.29 | 12.84 | 10.19 | 6.49 | 7.78 | 5.75 | 4.07 | 4.09 |
| Draw Down(%) | NA | 12.95 | 27.72 | 27.72 | 27.72 | NA | NA | … | … | 5.84 | 24.89 | 6.49 | 10.83 | 4.08 | 10.17 | 2.78 | 3.38 | 7.90 | 5.74 | 5.14 | 4.54 | 8.26 | 8.69 | 4.78 | 6.42 | 9.46 | 13.87 | 5.27 | 7.06 | 3.21 | 5.20 | 2.77 |
| Yield(%) | NA | 3.64 | 4.91 | 4.93 | 4.00 | NA | NA | … | … | 0.55 | 2.85 | 6.96 | 4.59 | 5.67 | 4.05 | 0.23 | 2.93 | 5.11 | 4.82 | 2.87 | 4.81 | 1.97 | 3.82 | 4.34 | 2.34 | 4.61 | 3.44 | 2.61 | 4.75 | 3.50 | 5.19 | 6.93 |
Data as of 02/28/2023, 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 |
|---|---|---|---|---|
| Integrated Device Technology Inc 401K Savings plan Tactical Asset Allocation Moderate |
-2.26%
Sep 2019 – Sep 2022 |
-0.98%
Sep 2017 – Sep 2022 |
2.59%
Sep 2012 – Sep 2022 |
3.62%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Integrated Device Technology Inc 401K Savings plan Tactical Asset Allocation Moderate |
15.45%
Oct 2004 – Oct 2007 |
14.45%
Oct 2002 – Oct 2007 |
10.41%
Apr 2001 – Apr 2011 |
8.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart