Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -4.82% | -1.21% | -0.83% | 0.81% | 4.17% | 6.58% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OREILLY MEDIA INC. 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 (%) | -0.39 | -4.82 | -1.21 | -0.83 | 0.81 | 4.17 | 6.58 | … | … | -0.53 | 4.44 | -13.20 | 4.32 | 13.38 | -0.27 | -4.95 | 12.83 | 8.17 | -6.62 | -1.07 | 18.46 | 8.12 | -1.09 | 4.58 | 29.65 | -2.89 | 17.92 | 17.89 | 15.71 | 18.24 | 28.79 | 5.71 | 4.53 |
| Sharpe Ratio | NA | -0.29 | -0.48 | -0.05 | 0.05 | NA | NA | … | … | -0.09 | 0.03 | -1.77 | 0.42 | 1.32 | -0.28 | -0.81 | 2.18 | 1.33 | -1.16 | -0.15 | 2.56 | 1.38 | -0.10 | 0.38 | 3.01 | -0.61 | 1.23 | 1.60 | 2.09 | 1.97 | 5.27 | 1.03 | 0.48 |
| Standard Deviation(%) | NA | 7.87 | 8.61 | 8.59 | 7.60 | NA | NA | … | … | 8.61 | 7.56 | 8.25 | 10.16 | 9.95 | 6.01 | 7.74 | 5.59 | 6.00 | 5.74 | 7.43 | 7.19 | 5.85 | 11.31 | 11.92 | 9.81 | 6.20 | 12.16 | 9.13 | 6.49 | 8.80 | 5.33 | 4.48 | 4.60 |
| Draw Down(%) | NA | 7.68 | 20.45 | 20.45 | 20.91 | NA | NA | … | … | 2.99 | 7.68 | 13.74 | 6.56 | 13.03 | 5.84 | 11.53 | 2.94 | 4.32 | 9.16 | 9.40 | 3.79 | 4.76 | 11.78 | 10.98 | 4.53 | 6.90 | 10.40 | 13.12 | 5.70 | 10.08 | 2.92 | 6.28 | 3.57 |
| Yield(%) | NA | 4.12 | 4.59 | 4.23 | 4.02 | NA | NA | … | … | 0.18 | 4.27 | 3.35 | 6.03 | 4.64 | 2.71 | 3.53 | 0.38 | 4.44 | 5.56 | 5.43 | 3.04 | 4.04 | 3.17 | 2.71 | 6.23 | 2.88 | 6.69 | 5.09 | 4.19 | 3.94 | 4.93 | 6.32 | 8.09 |
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 |
|---|---|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.98%
May 2017 – May 2020 |
-1.79%
Sep 2018 – Sep 2023 |
0.81%
Oct 2013 – Oct 2023 |
3.88%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Tactical Asset Allocation Moderate |
22.46%
Oct 2004 – Oct 2007 |
21.59%
Oct 2002 – Oct 2007 |
14.14%
Apr 2001 – Apr 2011 |
11.05%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart