Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEOPOST USA 401K PLAN Tactical Asset Allocation Moderate | NA | -3.03% | -0.08% | 0.46% | 1.57% | 3.45% | 4.82% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEOPOST USA 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.31 | -3.03 | -0.08 | 0.46 | 1.57 | 3.45 | 4.82 | … | … | -0.23 | 7.20 | -13.73 | 6.80 | 8.59 | 6.59 | -2.65 | 13.63 | 4.16 | -3.78 | -2.91 | 15.39 | 6.82 | 0.07 | 1.47 | 15.18 | 1.88 | 13.06 | 12.76 | 5.72 | 9.90 | 17.21 | 6.23 | 6.11 |
| Sharpe Ratio | NA | 0.33 | -0.27 | 0.13 | 0.19 | NA | NA | … | … | -0.06 | 0.42 | -1.64 | 0.81 | 0.94 | 1.10 | -0.52 | 2.96 | 0.89 | -0.72 | -0.47 | 2.28 | 1.27 | 0.00 | 0.13 | 1.74 | 0.17 | 0.99 | 1.15 | 0.62 | 1.14 | 3.03 | 1.52 | 1.10 |
| Standard Deviation(%) | NA | 7.38 | 8.23 | 7.87 | 6.86 | NA | NA | … | … | 8.03 | 7.05 | 9.23 | 8.38 | 8.85 | 4.69 | 7.63 | 4.39 | 4.45 | 5.32 | 6.23 | 6.73 | 5.35 | 10.26 | 10.97 | 8.67 | 5.52 | 10.15 | 8.29 | 5.78 | 7.87 | 5.46 | 3.36 | 3.47 |
| Draw Down(%) | NA | 5.97 | 20.41 | 20.41 | 20.41 | NA | NA | … | … | 2.65 | 5.97 | 14.74 | 4.26 | 11.00 | 3.36 | 8.97 | 1.47 | 2.87 | 6.32 | 5.96 | 4.92 | 4.17 | 11.03 | 11.55 | 4.29 | 4.15 | 7.13 | 9.66 | 4.29 | 7.60 | 3.02 | 1.78 | 2.76 |
| Yield(%) | NA | 4.17 | 4.01 | 4.00 | 4.17 | NA | NA | … | … | 0.01 | 4.40 | 1.86 | 5.76 | 4.01 | 4.00 | 2.06 | 4.93 | 3.79 | 5.34 | 5.68 | 8.80 | 4.53 | 2.53 | 4.16 | 4.94 | 4.08 | 6.68 | 3.74 | 3.65 | 2.80 | 3.44 | 5.58 | 6.45 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| NEOPOST USA 401K PLAN Tactical Asset Allocation Moderate |
-0.91%
Dec 2013 – Dec 2016 |
-0.21%
Feb 2018 – Feb 2023 |
1.57%
Oct 2013 – Oct 2023 |
3.15%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOPOST USA 401K PLAN Tactical Asset Allocation Moderate |
13.92%
Oct 2004 – Oct 2007 |
12.69%
Oct 2002 – Oct 2007 |
9.57%
Apr 2001 – Apr 2011 |
7.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart