Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LSI CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | -5.37% | 3.12% | 2.87% | 7.72% | 6.81% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LSI CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.11 | -5.37 | 3.12 | 2.87 | 7.72 | 6.81 | NA | … | … | -5.64 | 10.06 | 5.67 | -0.46 | 3.15 | 8.75 | 13.93 | -0.96 | 15.15 | 28.07 | -25.02 | 11.20 | 15.00 | 13.24 | 14.85 | 21.18 | -1.71 | 5.58 |
| Sharpe Ratio | NA | -0.85 | 0.33 | 0.27 | 0.69 | NA | NA | … | … | -0.85 | 2.18 | 0.64 | -0.06 | 0.46 | 1.18 | 1.89 | -0.07 | 1.30 | 1.52 | -1.16 | 0.83 | 1.54 | 1.75 | 1.90 | 2.84 | -0.29 | 0.32 |
| Standard Deviation(%) | NA | 8.22 | 7.29 | 7.40 | 10.28 | NA | NA | … | … | 8.22 | 4.33 | 8.54 | 8.26 | 6.79 | 7.37 | 7.33 | 14.29 | 11.55 | 18.39 | 22.37 | 9.79 | 7.60 | 6.34 | 7.33 | 7.21 | 9.70 | 10.08 |
| Draw Down(%) | NA | 11.61 | 11.61 | 11.61 | 16.89 | NA | NA | … | … | 11.61 | 3.01 | 6.83 | 8.86 | 4.92 | 8.32 | 6.10 | 13.78 | 7.81 | 16.89 | 37.36 | 6.69 | 8.56 | 4.26 | 7.33 | 6.12 | 12.72 | 11.92 |
| Yield(%) | NA | 3.07 | 2.35 | 3.22 | 3.55 | NA | NA | … | … | 3.06 | 0.33 | 3.64 | 4.37 | 4.73 | 5.03 | 4.38 | 3.25 | 3.36 | 2.99 | 4.46 | 7.70 | 6.47 | 5.78 | 3.74 | 2.41 | 2.80 | 3.69 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| LSI CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.52%
Feb 2006 – Feb 2009 |
1.25%
Feb 2004 – Feb 2009 |
4.79%
May 2008 – May 2018 |
6.80%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LSI CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.06%
Feb 2009 – Feb 2012 |
15.95%
Oct 2002 – Oct 2007 |
10.27%
Mar 2003 – Mar 2013 |
8.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart