Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WONDERBOX TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate | NA | 14.11% | -2.28% | 2.95% | 2.26% | 4.49% | 6.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WONDERBOX TECHNOLOGIES 401K PLAN Tactical Asset Allocation 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 (%) | -1.56 | 14.11 | -2.28 | 2.95 | 2.26 | 4.49 | 6.14 | … | … | 0.57 | 1.65 | 5.71 | -15.28 | 9.94 | 12.26 | 4.39 | -2.94 | 9.16 | 3.89 | -6.45 | -0.34 | 14.38 | 10.93 | 3.09 | 14.72 | 18.74 | -2.69 | 10.73 | 20.32 | 6.13 | 18.32 | 27.50 | 12.07 | 6.26 |
| Sharpe Ratio | NA | -0.36 | -0.70 | -0.02 | 0.03 | NA | NA | … | … | 0.06 | -0.53 | 0.21 | -1.69 | 0.91 | 1.32 | 0.55 | -0.59 | 1.53 | 0.65 | -1.07 | -0.06 | 2.07 | 2.00 | 0.32 | 1.27 | 2.27 | -0.56 | 0.82 | 2.22 | 0.63 | 2.12 | 5.02 | 2.40 | 0.69 |
| Standard Deviation(%) | NA | 9.17 | 8.78 | 9.34 | 7.86 | NA | NA | … | … | 8.99 | 9.23 | 7.08 | 9.86 | 10.93 | 9.11 | 5.46 | 7.19 | 5.57 | 5.69 | 6.05 | 6.26 | 6.93 | 5.43 | 9.58 | 11.53 | 8.20 | 6.49 | 9.46 | 7.68 | 6.27 | 8.22 | 5.34 | 4.57 | 5.72 |
| Draw Down(%) | NA | 6.89 | 16.55 | 20.33 | 20.33 | NA | NA | … | … | 0.68 | 6.89 | 7.35 | 15.84 | 6.36 | 10.50 | 2.60 | 9.17 | 4.09 | 5.42 | 9.29 | 8.04 | 7.25 | 4.19 | 9.44 | 9.62 | 4.97 | 8.93 | 7.92 | 6.74 | 4.14 | 10.93 | 2.94 | 3.96 | 3.15 |
| Yield(%) | NA | 4.18 | 4.07 | 3.38 | 3.89 | NA | NA | … | … | NA | 0.84 | 3.91 | 2.63 | 4.84 | 2.82 | 2.39 | 4.64 | 0.27 | 4.84 | 6.65 | 5.33 | 1.54 | 4.76 | 4.02 | 4.64 | 4.85 | 4.99 | 6.72 | 9.75 | 8.01 | 5.88 | 6.89 | 5.52 | 8.50 |
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 |
|---|---|---|---|---|
| WONDERBOX TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate |
-3.08%
Dec 2021 – Dec 2024 |
0.13%
Sep 2018 – Sep 2023 |
1.20%
Oct 2013 – Oct 2023 |
4.02%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WONDERBOX TECHNOLOGIES 401K PLAN Tactical Asset Allocation Moderate |
19.13%
Dec 2001 – Dec 2004 |
17.89%
Oct 2002 – Oct 2007 |
13.80%
Apr 2001 – Apr 2011 |
10.04%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart