Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate | NA | -3.37% | -2.80% | -1.44% | 0.54% | 2.64% | 5.36% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K 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 (%) | -0.57 | -3.37 | -2.80 | -1.44 | 0.54 | 2.64 | 5.36 | … | … | 0.75 | 7.81 | -16.08 | 2.64 | 14.94 | -0.84 | -5.35 | 12.32 | 10.04 | -6.11 | -1.37 | 13.39 | 5.83 | -4.97 | 1.59 | 21.91 | -4.16 | 19.29 | 19.73 | 14.04 | 17.68 | 26.63 | 3.81 | 5.34 |
| Sharpe Ratio | NA | 0.37 | -0.51 | -0.03 | 0.08 | NA | NA | … | … | 0.06 | 0.44 | -1.95 | 0.23 | 1.41 | -0.41 | -0.89 | 1.92 | 1.63 | -1.14 | -0.21 | 1.96 | 1.11 | -0.49 | 0.13 | 2.15 | -1.03 | 1.22 | 1.62 | 1.78 | 1.79 | 4.93 | 0.69 | 1.52 |
| Standard Deviation(%) | NA | 8.32 | 9.42 | 9.14 | 7.87 | NA | NA | … | … | 7.71 | 8.11 | 8.94 | 11.36 | 10.41 | 5.54 | 7.50 | 6.10 | 6.04 | 5.40 | 6.71 | 6.83 | 5.21 | 10.17 | 11.33 | 10.16 | 4.92 | 13.38 | 10.14 | 6.66 | 9.34 | 5.26 | 3.89 | 1.99 |
| Draw Down(%) | NA | 7.08 | 25.17 | 25.17 | 25.17 | NA | NA | … | … | 1.79 | 7.08 | 16.67 | 7.93 | 6.90 | 6.08 | 11.61 | 5.54 | 4.17 | 7.50 | 6.25 | 4.75 | 4.61 | 11.32 | 10.83 | 5.13 | 6.06 | 9.63 | 13.39 | 5.99 | 10.42 | 2.06 | 4.40 | 0.86 |
| Yield(%) | NA | 5.08 | 3.50 | 2.91 | 2.68 | NA | NA | … | … | 0.00 | 5.26 | 1.27 | 4.08 | 2.07 | 2.01 | 1.61 | 0.38 | 2.55 | 3.46 | 4.43 | 7.34 | 2.66 | 3.65 | 2.95 | 3.11 | 2.55 | 3.34 | 2.93 | 3.49 | 2.01 | 4.32 | 1.09 | 3.91 |
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 |
|---|---|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate |
-2.63%
Oct 2020 – Oct 2023 |
-2.19%
Feb 2018 – Feb 2023 |
0.54%
Oct 2013 – Oct 2023 |
2.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate |
21.99%
Oct 2004 – Oct 2007 |
20.15%
Oct 2002 – Oct 2007 |
11.97%
Apr 2001 – Apr 2011 |
9.49%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart