Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 17.38% | -4.19% | 2.09% | 2.37% | 3.21% | 5.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NETSPEND CORPORATION 401K PLAN 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 (%) | -1.29 | 17.38 | -4.19 | 2.09 | 2.37 | 3.21 | 5.85 | … | … | 0.77 | 5.69 | 3.89 | -18.73 | 6.60 | 14.15 | 0.62 | -2.64 | 14.57 | 8.22 | -5.83 | 0.04 | 13.73 | 6.42 | -1.89 | 2.90 | 23.04 | -3.65 | 18.69 | 18.32 | 12.17 | 15.57 | 22.23 | 8.63 | 6.89 |
| Sharpe Ratio | NA | 0.10 | -0.67 | -0.07 | 0.08 | NA | NA | … | … | 0.07 | -0.09 | -0.04 | -1.75 | 0.59 | 1.46 | -0.15 | -0.54 | 2.51 | 1.50 | -1.13 | 0.00 | 1.90 | 1.18 | -0.17 | 0.24 | 2.44 | -0.69 | 1.20 | 1.50 | 1.51 | 1.74 | 3.81 | 1.68 | 0.96 |
| Standard Deviation(%) | NA | 9.53 | 9.94 | 10.13 | 8.25 | NA | NA | … | … | 10.52 | 9.59 | 8.56 | 11.47 | 11.13 | 9.52 | 5.19 | 7.34 | 5.56 | 5.35 | 5.18 | 6.35 | 7.22 | 5.37 | 11.05 | 11.87 | 9.42 | 6.61 | 13.06 | 10.05 | 6.60 | 8.42 | 5.65 | 4.49 | 4.78 |
| Draw Down(%) | NA | 6.82 | 22.32 | 26.70 | 26.70 | NA | NA | … | … | 0.78 | 6.78 | 8.72 | 19.18 | 6.92 | 11.13 | 5.18 | 9.09 | 2.50 | 3.15 | 7.41 | 6.21 | 5.05 | 4.29 | 11.76 | 11.32 | 4.82 | 8.28 | 9.78 | 13.81 | 5.82 | 9.85 | 3.14 | 4.08 | 4.31 |
| Yield(%) | NA | 2.81 | 4.83 | 4.63 | 3.54 | NA | NA | … | … | NA | 0.78 | 2.64 | 3.40 | 7.97 | 6.11 | 2.34 | 3.07 | 0.09 | 2.58 | 1.85 | 4.53 | 2.67 | 4.38 | 4.88 | 3.81 | 4.77 | 3.48 | 8.47 | 6.24 | 3.53 | 3.34 | 5.01 | 6.63 | 8.39 |
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 |
|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
-5.47%
Apr 2021 – Apr 2024 |
-1.90%
Sep 2018 – Sep 2023 |
0.99%
Oct 2013 – Oct 2023 |
2.82%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
20.93%
Oct 2004 – Oct 2007 |
18.80%
Oct 2002 – Oct 2007 |
12.52%
Apr 2001 – Apr 2011 |
9.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart