Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | -2.90% | 3.89% | 3.79% | 7.94% | 7.46% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HARBOURVEST PARTNERS LLC 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 (%) | 0.87 | -2.90 | 3.89 | 3.79 | 7.94 | 7.46 | NA | … | … | -7.56 | 16.46 | 2.78 | 0.07 | 4.28 | 12.00 | 11.44 | -1.87 | 15.73 | 25.35 | -20.97 | 14.57 | 14.85 | 11.33 | 15.49 | 23.22 | 0.20 | 5.33 |
| Sharpe Ratio | NA | -0.91 | 0.35 | 0.33 | 0.76 | NA | NA | … | … | -0.91 | 3.70 | 0.32 | 0.01 | 0.72 | 1.79 | 1.61 | -0.13 | 1.59 | 1.68 | -1.06 | 1.17 | 1.47 | 1.61 | 2.08 | 3.38 | -0.11 | 0.34 |
| Standard Deviation(%) | NA | 9.76 | 7.73 | 7.43 | 9.44 | NA | NA | … | … | 9.76 | 4.28 | 8.06 | 7.87 | 5.91 | 6.70 | 7.07 | 14.11 | 9.82 | 15.02 | 20.63 | 9.88 | 7.84 | 5.68 | 7.01 | 6.66 | 8.43 | 8.82 |
| Draw Down(%) | NA | 14.58 | 14.58 | 14.58 | 14.82 | NA | NA | … | … | 14.58 | 1.62 | 6.78 | 7.89 | 5.11 | 7.14 | 5.53 | 13.64 | 7.20 | 14.82 | 32.23 | 7.43 | 10.16 | 4.45 | 7.43 | 5.95 | 13.72 | 11.81 |
| Yield(%) | NA | 3.12 | 2.89 | 3.29 | 3.26 | NA | NA | … | … | 3.10 | 2.78 | 2.76 | 4.68 | 3.16 | 3.74 | 3.22 | 2.87 | 3.64 | 2.49 | 3.94 | 8.59 | 6.42 | 4.12 | 4.42 | 2.18 | 4.16 | 3.83 |
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 |
|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-3.35%
Feb 2006 – Feb 2009 |
2.95%
Feb 2004 – Feb 2009 |
5.34%
Oct 2007 – Oct 2017 |
7.44%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HARBOURVEST PARTNERS LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.38%
Mar 2003 – Mar 2006 |
16.80%
Oct 2002 – Oct 2007 |
10.86%
Mar 2003 – Mar 2013 |
9.40%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart