Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| InfoSys Technologies Ltd Tax Savings 401K Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 10.01% | 8.88% | 5.40% | 2.59% | 5.18% | 6.83% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| InfoSys Technologies Ltd Tax Savings 401K Profit Sharing 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 (%) | -0.33 | 10.01 | 8.88 | 5.40 | 2.59 | 5.18 | 6.83 | … | … | 0.79 | 20.41 | -3.74 | 8.51 | 16.45 | 0.75 | -8.07 | 8.53 | 6.20 | -9.62 | -1.47 | 12.29 | 8.75 | -4.24 | 9.48 | 32.11 | -8.87 | 21.66 | 22.04 | 7.88 | 13.09 | 35.67 | 6.37 | 6.24 |
| Sharpe Ratio | NA | 2.22 | 0.71 | 0.81 | 0.36 | NA | NA | … | … | 0.08 | 2.36 | -0.69 | 0.80 | 1.67 | -0.13 | -1.18 | 1.41 | 0.94 | -1.63 | -0.24 | 1.81 | 1.99 | -0.56 | 0.91 | 3.48 | -1.69 | 1.39 | 1.74 | 0.98 | 1.56 | 6.02 | 1.49 | 0.93 |
| Standard Deviation(%) | NA | 7.06 | 8.26 | 8.20 | 7.36 | NA | NA | … | … | 6.37 | 6.85 | 7.42 | 10.57 | 9.72 | 5.02 | 7.94 | 5.61 | 6.36 | 5.91 | 6.29 | 6.78 | 4.37 | 7.64 | 10.37 | 9.19 | 5.78 | 13.42 | 10.78 | 5.85 | 7.81 | 5.81 | 3.52 | 4.21 |
| Draw Down(%) | NA | 3.63 | 9.98 | 11.74 | 20.00 | NA | NA | … | … | 1.36 | 3.63 | 9.98 | 5.85 | 10.83 | 4.98 | 14.19 | 2.46 | 3.52 | 11.15 | 6.98 | 5.68 | 4.37 | 7.73 | 9.12 | 3.33 | 10.51 | 9.10 | 14.71 | 4.42 | 8.48 | 2.82 | 4.08 | 3.03 |
| Yield(%) | NA | 17.88 | 12.06 | 8.64 | 5.52 | NA | NA | … | … | 0.88 | 17.89 | 7.21 | 10.03 | 3.27 | 3.88 | 2.87 | 0.34 | 3.43 | 1.50 | 3.88 | 8.47 | 5.16 | 2.62 | 4.08 | 4.14 | 3.43 | 6.85 | 4.80 | 3.26 | 4.97 | 5.29 | 5.81 | 6.90 |
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 |
|---|---|---|---|---|
| InfoSys Technologies Ltd Tax Savings 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
-2.90%
Mar 2017 – Mar 2020 |
-2.00%
Aug 2014 – Aug 2019 |
0.88%
Apr 2010 – Apr 2020 |
3.59%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| InfoSys Technologies Ltd Tax Savings 401K Profit Sharing Plan Tactical Asset Allocation Moderate |
20.89%
Oct 2004 – Oct 2007 |
21.77%
Oct 2002 – Oct 2007 |
13.82%
Apr 2001 – Apr 2011 |
9.91%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart