Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| F5 Networks Inc 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate | NA | 31.35% | 1.80% | 6.03% | 4.79% | 6.06% | 6.42% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| F5 Networks Inc 401(k) Profit Sharing Plan and Trust 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 (%) | -1.43 | 31.35 | 1.80 | 6.03 | 4.79 | 6.06 | 6.42 | … | … | -0.05 | 10.88 | 18.52 | -23.53 | 10.65 | 17.69 | 6.02 | -3.90 | 12.95 | 4.74 | -3.29 | 2.58 | 15.66 | 7.66 | 4.79 | 8.35 | 18.35 | -1.34 | 6.23 | 11.25 | 4.07 | 9.16 | 18.73 | 9.61 | 8.65 |
| Sharpe Ratio | NA | 0.45 | -0.21 | 0.23 | 0.27 | NA | NA | … | … | -0.01 | 0.41 | 1.27 | -1.45 | 1.04 | 1.73 | 0.83 | -0.73 | 2.56 | 0.81 | -0.53 | 0.40 | 2.29 | 1.35 | 0.51 | 0.68 | 2.00 | -0.36 | 0.50 | 1.57 | 0.33 | 1.14 | 2.26 | 1.84 | 1.17 |
| Standard Deviation(%) | NA | 10.33 | 13.27 | 12.16 | 9.57 | NA | NA | … | … | 12.10 | 10.38 | 11.19 | 17.20 | 10.24 | 10.08 | 5.58 | 7.14 | 4.81 | 5.59 | 6.31 | 6.42 | 6.81 | 5.66 | 9.31 | 12.18 | 9.12 | 6.32 | 6.51 | 5.07 | 5.78 | 7.18 | 7.98 | 4.63 | 5.43 |
| Draw Down(%) | NA | 7.01 | 25.12 | 27.56 | 27.56 | NA | NA | … | … | 1.09 | 6.87 | 10.81 | 27.47 | 7.51 | 10.52 | 2.59 | 10.60 | 3.01 | 4.91 | 7.53 | 6.26 | 6.25 | 4.50 | 8.73 | 9.26 | 4.39 | 6.64 | 5.46 | 2.82 | 3.78 | 6.00 | 4.55 | 2.69 | 4.10 |
| Yield(%) | NA | 4.06 | 5.07 | 5.42 | 3.93 | NA | NA | … | … | NA | 0.88 | 4.09 | 4.49 | 5.19 | 5.88 | 7.00 | 1.30 | 0.23 | 3.91 | 3.03 | 3.36 | 5.51 | 4.28 | 2.89 | 4.40 | 5.67 | 4.09 | 4.57 | 6.74 | 3.98 | 4.65 | 3.17 | 7.88 | 8.82 |
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 |
|---|---|---|---|---|
| F5 Networks Inc 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
-1.09%
Apr 2021 – Apr 2024 |
-0.14%
Sep 2017 – Sep 2022 |
2.36%
Oct 2013 – Oct 2023 |
4.57%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| F5 Networks Inc 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
13.18%
Feb 2001 – Feb 2004 |
11.12%
Feb 2009 – Feb 2014 |
9.88%
Apr 2001 – Apr 2011 |
8.10%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart