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 Strategic Asset Allocation – Optimal Moderate | NA | 21.18% | -2.46% | 3.09% | 3.83% | 5.74% | 5.85% | … | … |
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 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 (%) | -1.08 | 21.18 | -2.46 | 3.09 | 3.83 | 5.74 | 5.85 | … | … | 0.08 | 7.37 | 6.94 | -18.90 | 2.30 | 16.54 | 18.08 | -6.13 | 9.88 | 3.86 | 0.28 | 3.10 | 14.89 | 14.82 | -3.15 | 14.37 | 25.74 | -25.30 | 11.97 | 15.78 | 9.81 | 13.90 | 34.98 | -1.18 | 5.74 |
| Sharpe Ratio | NA | 0.19 | -0.51 | -0.03 | 0.18 | NA | NA | … | … | 0.00 | 0.10 | 0.31 | -1.33 | 0.24 | 0.94 | 2.58 | -0.82 | 1.78 | 0.46 | 0.03 | 0.48 | 1.98 | 1.97 | -0.21 | 1.15 | 1.38 | -1.17 | 0.91 | 1.66 | 1.20 | 1.59 | 4.48 | -0.24 | 0.40 |
| Standard Deviation(%) | NA | 7.74 | 11.04 | 12.36 | 10.18 | NA | NA | … | … | 6.91 | 7.76 | 8.61 | 15.22 | 9.58 | 17.43 | 6.46 | 9.11 | 5.20 | 7.90 | 7.73 | 6.40 | 7.52 | 7.50 | 15.03 | 12.44 | 18.61 | 22.49 | 9.91 | 7.54 | 6.34 | 8.13 | 7.66 | 9.60 | 8.55 |
| Draw Down(%) | NA | 5.43 | 24.67 | 29.67 | 29.67 | NA | NA | … | … | 0.64 | 5.35 | 10.63 | 26.10 | 7.41 | 20.96 | 2.83 | 12.15 | 3.21 | 7.41 | 7.95 | 5.70 | 7.19 | 5.63 | 16.49 | 10.78 | 17.43 | 36.96 | 7.98 | 8.36 | 4.49 | 8.51 | 5.00 | 13.82 | 10.80 |
| Yield(%) | NA | 3.85 | 4.00 | 3.40 | 3.42 | NA | NA | … | … | NA | 0.61 | 3.87 | 3.76 | 3.59 | 2.73 | 2.42 | 4.13 | 0.38 | 2.16 | 6.56 | 4.15 | 3.20 | 3.32 | 3.02 | 3.20 | 2.05 | 3.94 | 7.00 | 5.45 | 4.66 | 3.48 | 4.31 | 3.13 | 3.66 |
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 Strategic Asset Allocation – Optimal Moderate |
-6.41%
Feb 2006 – Feb 2009 |
-0.48%
Sep 2017 – Sep 2022 |
2.38%
Oct 2013 – Oct 2023 |
3.14%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WONDERBOX TECHNOLOGIES 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.64%
Mar 2003 – Mar 2006 |
18.38%
Oct 2002 – Oct 2007 |
10.84%
Mar 2003 – Mar 2013 |
9.11%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart