Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.76% | 1.42% | 4.68% | 4.33% | 6.19% | 6.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSTON CAPITAL 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | -1.07 | 25.76 | 1.42 | 4.68 | 4.33 | 6.19 | 6.12 | … | … | 0.43 | 6.46 | 11.12 | -14.59 | 5.88 | 16.44 | 13.19 | -6.21 | 6.37 | 3.48 | 1.06 | 6.50 | 13.58 | 12.73 | -0.89 | 13.45 | 27.55 | -23.68 | 10.77 | 10.14 | 10.56 | 15.62 | 31.04 | -6.20 | 4.00 |
| Sharpe Ratio | NA | 0.18 | -0.26 | 0.17 | 0.22 | NA | NA | … | … | 0.06 | -0.01 | 0.71 | -1.11 | 0.60 | 0.87 | 1.52 | -0.88 | 1.09 | 0.39 | 0.12 | 0.96 | 1.80 | 1.64 | -0.06 | 1.03 | 1.61 | -1.16 | 0.84 | 0.85 | 1.25 | 1.73 | 3.07 | -0.70 | 0.20 |
| Standard Deviation(%) | NA | 8.59 | 11.20 | 12.80 | 10.57 | NA | NA | … | … | 5.70 | 8.73 | 9.68 | 14.40 | 9.73 | 18.62 | 7.74 | 8.51 | 5.26 | 8.48 | 8.23 | 6.75 | 7.52 | 7.74 | 15.98 | 12.92 | 17.07 | 21.19 | 9.21 | 8.06 | 6.71 | 8.50 | 9.88 | 10.47 | 8.42 |
| Draw Down(%) | NA | 6.65 | 19.49 | 22.77 | 24.89 | NA | NA | … | … | 0.40 | 6.65 | 11.00 | 20.49 | 6.67 | 22.77 | 5.13 | 11.91 | 4.98 | 7.93 | 8.68 | 5.82 | 7.20 | 6.11 | 16.05 | 9.60 | 16.27 | 34.84 | 6.96 | 10.08 | 4.45 | 7.53 | 5.94 | 16.36 | 10.62 |
| Yield(%) | NA | 5.03 | 4.89 | 5.22 | 4.86 | NA | NA | … | … | NA | 0.72 | 4.92 | 3.86 | 5.04 | 8.96 | 2.10 | 5.27 | 0.26 | 1.57 | 7.19 | 8.58 | 4.11 | 3.03 | 2.82 | 3.15 | 2.46 | 4.41 | 7.00 | 10.29 | 6.53 | 4.91 | 3.50 | 2.17 | 8.94 |
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 |
|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.82%
Feb 2006 – Feb 2009 |
-0.41%
Mar 2015 – Mar 2020 |
2.80%
Oct 2013 – Oct 2023 |
3.75%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.92%
Mar 2003 – Mar 2006 |
16.34%
Oct 2002 – Oct 2007 |
10.30%
Mar 2003 – Mar 2013 |
8.86%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart