Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Tactical Asset Allocation Moderate | NA | -0.36% | 4.50% | 2.37% | 2.95% | 5.61% | 6.62% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement 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 (%) | -0.35 | -0.36 | 4.50 | 2.37 | 2.95 | 5.61 | 6.62 | … | … | 0.18 | 10.74 | -14.12 | 15.40 | 0.12 | 15.56 | -2.55 | 8.69 | 6.07 | -3.23 | 2.71 | 13.63 | 7.10 | 4.47 | 12.46 | 18.50 | -0.20 | 9.67 | 20.53 | 2.24 | 14.48 | 19.51 | 7.61 | 6.99 |
| Sharpe Ratio | NA | 0.22 | 0.15 | 0.29 | 0.35 | NA | NA | … | … | -0.01 | 0.78 | -1.54 | 1.68 | -0.01 | 3.14 | -0.50 | 1.45 | 1.09 | -0.51 | 0.43 | 1.95 | 1.23 | 0.48 | 0.89 | 1.95 | -0.18 | 0.68 | 2.25 | 0.01 | 1.76 | 3.30 | 1.24 | 0.99 |
| Standard Deviation(%) | NA | 8.33 | 9.16 | 9.16 | 7.84 | NA | NA | … | … | 7.76 | 8.36 | 10.05 | 9.18 | 11.89 | 4.51 | 7.72 | 5.54 | 5.40 | 6.42 | 6.20 | 6.97 | 5.74 | 9.19 | 13.92 | 9.44 | 6.09 | 9.76 | 7.66 | 7.25 | 7.68 | 5.70 | 5.23 | 4.73 |
| Draw Down(%) | NA | 7.61 | 14.73 | 18.96 | 18.96 | NA | NA | … | … | 1.85 | 7.61 | 14.67 | 4.01 | 18.96 | 1.90 | 9.06 | 5.10 | 3.90 | 8.25 | 5.56 | 5.83 | 5.13 | 8.16 | 11.10 | 4.38 | 6.55 | 7.52 | 5.88 | 5.93 | 8.48 | 2.27 | 5.63 | 2.31 |
| Yield(%) | NA | 4.28 | 5.70 | 4.83 | 3.83 | NA | NA | … | … | 0.01 | 4.56 | 2.49 | 10.24 | 3.49 | 3.68 | 3.77 | 0.34 | 3.84 | 3.81 | 2.58 | 2.55 | 5.04 | 2.76 | 3.82 | 4.17 | 3.14 | 5.29 | 5.47 | 4.28 | 3.51 | 5.50 | 5.68 | 7.01 |
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 |
|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Tactical Asset Allocation Moderate |
-1.83%
Oct 2017 – Oct 2020 |
1.47%
Mar 2015 – Mar 2020 |
2.95%
Oct 2013 – Oct 2023 |
5.28%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Applied Micro Circuits Corp 401K Employee Savings and Retirement Tactical Asset Allocation Moderate |
14.13%
Mar 2003 – Mar 2006 |
13.82%
Oct 2002 – Oct 2007 |
11.85%
Apr 2001 – Apr 2011 |
9.37%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart