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 Strategic Asset Allocation – Optimal Moderate | NA | 26.51% | 2.74% | 7.11% | 5.49% | 7.08% | 7.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | -1.00 | 26.51 | 2.74 | 7.11 | 5.49 | 7.08 | 7.06 | … | … | 0.21 | 10.11 | 10.05 | -12.93 | 4.58 | 23.25 | 17.08 | -6.68 | 8.76 | 4.75 | -1.33 | 3.66 | 14.04 | 12.65 | -0.07 | 15.72 | 31.15 | -28.07 | 10.96 | 16.89 | 12.28 | 19.64 | 40.82 | 2.26 | 7.10 |
| Sharpe Ratio | NA | 0.58 | -0.19 | 0.33 | 0.37 | NA | NA | … | … | 0.02 | 0.43 | 0.68 | -1.10 | 0.46 | 1.41 | 2.30 | -0.78 | 1.40 | 0.55 | -0.16 | 0.49 | 1.92 | 1.68 | -0.01 | 1.28 | 1.88 | -1.38 | 0.76 | 1.58 | 1.58 | 2.16 | 6.50 | 0.15 | 0.56 |
| Standard Deviation(%) | NA | 8.07 | 10.16 | 11.64 | 10.00 | NA | NA | … | … | 8.31 | 8.14 | 8.56 | 13.01 | 9.95 | 16.38 | 6.82 | 10.27 | 5.80 | 8.27 | 8.34 | 7.38 | 7.30 | 7.49 | 13.64 | 12.23 | 16.49 | 21.02 | 10.45 | 8.60 | 6.40 | 8.67 | 6.17 | 7.53 | 8.61 |
| Draw Down(%) | NA | 4.93 | 19.84 | 20.75 | 20.75 | NA | NA | … | … | 0.77 | 4.93 | 8.88 | 20.09 | 7.37 | 20.75 | 3.12 | 13.68 | 3.49 | 7.95 | 9.39 | 6.14 | 6.89 | 5.95 | 14.30 | 9.75 | 17.05 | 37.57 | 8.17 | 10.65 | 5.19 | 9.17 | 3.09 | 13.03 | 9.92 |
| Yield(%) | NA | 4.47 | 4.50 | 4.19 | 3.81 | NA | NA | … | … | NA | 0.94 | 4.14 | 3.97 | 4.23 | 5.38 | 2.13 | 4.01 | 0.28 | 2.99 | 5.58 | 4.60 | 4.14 | 3.41 | 5.00 | 3.31 | 2.59 | 3.80 | 7.15 | 5.64 | 4.96 | 4.90 | 3.96 | 2.81 | 4.48 |
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 |
|---|---|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.77%
Feb 2006 – Feb 2009 |
0.97%
Mar 2015 – Mar 2020 |
3.61%
Oct 2013 – Oct 2023 |
4.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OREILLY MEDIA INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
25.68%
Mar 2003 – Mar 2006 |
21.34%
Oct 2002 – Oct 2007 |
11.96%
Mar 2003 – Mar 2013 |
10.14%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart