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 Strategic Asset Allocation – Optimal Moderate | NA | 22.53% | 0.64% | 3.94% | 4.08% | 5.24% | 5.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOTTOMLINE TECHNOLOGIES 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 (%) | -0.95 | 22.53 | 0.64 | 3.94 | 4.08 | 5.24 | 5.54 | … | … | 0.59 | 8.28 | 11.14 | -14.77 | 1.88 | 9.75 | 18.29 | -6.26 | 13.30 | 3.55 | -0.17 | -0.79 | 12.29 | 11.41 | -4.71 | 13.73 | 20.17 | -24.06 | 13.87 | 14.75 | 12.33 | 12.83 | 29.70 | 0.89 | 4.20 |
| Sharpe Ratio | NA | 0.38 | -0.27 | 0.03 | 0.24 | NA | NA | … | … | 0.06 | 0.19 | 0.87 | -1.28 | 0.20 | 0.48 | 2.63 | -0.74 | 2.67 | 0.40 | -0.02 | -0.11 | 1.88 | 1.51 | -0.33 | 1.15 | 1.34 | -1.18 | 1.09 | 1.43 | 1.54 | 1.58 | 4.07 | -0.02 | 0.23 |
| Standard Deviation(%) | NA | 8.74 | 10.02 | 12.54 | 10.45 | NA | NA | … | … | 8.57 | 8.78 | 7.88 | 12.66 | 9.47 | 19.88 | 6.42 | 10.21 | 4.74 | 8.46 | 8.20 | 7.38 | 6.53 | 7.52 | 14.51 | 11.86 | 14.99 | 21.20 | 10.02 | 8.03 | 6.58 | 7.54 | 7.12 | 9.70 | 8.14 |
| Draw Down(%) | NA | 5.78 | 20.95 | 25.91 | 25.91 | NA | NA | … | … | 0.74 | 5.78 | 6.77 | 21.43 | 7.38 | 25.91 | 3.21 | 13.76 | 2.57 | 7.55 | 7.64 | 6.48 | 5.75 | 5.84 | 16.42 | 9.54 | 15.36 | 33.98 | 7.37 | 10.25 | 5.26 | 7.27 | 6.17 | 13.58 | 10.29 |
| Yield(%) | NA | 4.78 | 3.73 | 3.70 | 3.50 | NA | NA | … | … | NA | 0.68 | 4.48 | 2.88 | 3.38 | 3.70 | 3.31 | 3.91 | 0.32 | 1.58 | 5.92 | 4.98 | 5.27 | 1.92 | 2.28 | 2.40 | 2.50 | 3.60 | 3.85 | 4.56 | 3.90 | 4.16 | 3.53 | 3.24 | 3.11 |
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 |
|---|---|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-5.14%
Feb 2006 – Feb 2009 |
-0.17%
Sep 2017 – Sep 2022 |
2.36%
Oct 2013 – Oct 2023 |
2.39%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOTTOMLINE TECHNOLOGIES 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.14%
Mar 2003 – Mar 2006 |
17.75%
Oct 2002 – Oct 2007 |
9.67%
Mar 2003 – Mar 2013 |
8.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart