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 Strategic Asset Allocation – Optimal Moderate | NA | -0.15% | 4.94% | 4.38% | 8.71% | 6.97% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEOPOST USA 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 (%) | 1.13 | -0.15 | 4.94 | 4.38 | 8.71 | 6.97 | NA | … | … | -5.12 | 13.87 | 5.20 | -2.68 | 5.86 | 17.77 | 13.09 | -1.99 | 12.89 | 28.97 | -25.60 | 11.30 | 10.58 | 8.46 | 14.83 | 23.79 | 1.42 | 8.81 |
| Sharpe Ratio | NA | -0.68 | 0.47 | 0.36 | 0.79 | NA | NA | … | … | -0.68 | 3.06 | 0.59 | -0.31 | 0.99 | 2.57 | 1.70 | -0.14 | 1.12 | 1.64 | -1.18 | 0.85 | 0.87 | 1.07 | 2.01 | 3.15 | 0.03 | 0.82 |
| Standard Deviation(%) | NA | 9.53 | 7.76 | 7.65 | 10.20 | NA | NA | … | … | 9.53 | 4.32 | 8.40 | 8.77 | 5.93 | 6.89 | 7.65 | 14.22 | 11.45 | 17.58 | 22.57 | 9.72 | 8.39 | 5.90 | 6.92 | 7.32 | 9.36 | 7.96 |
| Draw Down(%) | NA | 12.19 | 12.19 | 12.72 | 17.37 | NA | NA | … | … | 12.19 | 1.80 | 7.71 | 9.57 | 4.73 | 5.75 | 5.52 | 14.69 | 9.18 | 17.37 | 36.61 | 6.40 | 9.39 | 4.32 | 5.79 | 5.65 | 14.36 | 8.74 |
| Yield(%) | NA | 3.43 | 3.81 | 4.58 | 4.21 | NA | NA | … | … | 3.41 | 3.67 | 4.27 | 8.21 | 3.39 | 3.63 | 3.99 | 3.43 | 3.67 | 4.07 | 4.07 | 7.57 | 4.29 | 4.87 | 3.24 | 2.87 | 3.88 | 6.42 |
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 |
|---|---|---|---|---|
| NEOPOST USA 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.26%
Feb 2006 – Feb 2009 |
-0.40%
Feb 2004 – Feb 2009 |
5.22%
Feb 2006 – Feb 2016 |
6.92%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEOPOST USA 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.50%
Feb 2009 – Feb 2012 |
16.64%
Feb 2009 – Feb 2014 |
9.32%
Mar 2003 – Mar 2013 |
8.68%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart