Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 27.54% | 1.98% | 8.88% | 7.54% | 8.25% | 7.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING 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 (%) | -1.16 | 27.54 | 1.98 | 8.88 | 7.54 | 8.25 | 7.58 | … | … | 0.45 | 10.03 | 10.90 | -14.65 | 4.39 | 32.48 | 21.58 | -3.84 | 9.03 | 3.96 | 3.53 | 4.15 | 13.17 | 13.11 | -1.32 | 16.35 | 27.32 | -25.46 | 10.58 | 11.82 | 10.84 | 14.70 | 23.49 | -0.28 | 11.02 |
| Sharpe Ratio | NA | 0.48 | -0.19 | 0.42 | 0.53 | NA | NA | … | … | 0.04 | 0.38 | 0.76 | -1.19 | 0.48 | 1.73 | 2.77 | -0.55 | 1.98 | 0.48 | 0.43 | 0.69 | 1.87 | 1.79 | -0.09 | 1.41 | 1.38 | -1.18 | 0.83 | 1.21 | 1.46 | 2.04 | 3.08 | -0.14 | 1.03 |
| Standard Deviation(%) | NA | 9.02 | 10.65 | 12.41 | 10.27 | NA | NA | … | … | 9.40 | 9.05 | 8.75 | 13.44 | 9.00 | 18.61 | 7.27 | 9.29 | 4.25 | 7.86 | 8.14 | 6.02 | 7.04 | 7.31 | 14.61 | 11.56 | 19.75 | 22.37 | 9.13 | 7.09 | 5.93 | 6.73 | 7.41 | 9.94 | 8.42 |
| Draw Down(%) | NA | 6.86 | 20.26 | 23.91 | 23.91 | NA | NA | … | … | 0.84 | 6.86 | 8.27 | 21.16 | 6.38 | 19.61 | 3.03 | 12.58 | 2.59 | 6.96 | 6.09 | 4.40 | 7.12 | 6.19 | 14.33 | 9.13 | 19.73 | 37.02 | 5.89 | 7.69 | 4.02 | 6.74 | 5.87 | 12.76 | 8.85 |
| Yield(%) | NA | 5.22 | 4.36 | 4.41 | 4.21 | NA | NA | … | … | NA | 0.78 | 5.00 | 4.01 | 3.60 | 5.59 | 3.52 | 6.47 | 0.39 | 2.31 | 4.78 | 6.10 | 2.56 | 3.81 | 3.16 | 4.08 | 3.34 | 3.83 | 5.51 | 5.61 | 3.87 | 5.50 | 2.63 | 4.53 | 4.58 |
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 |
|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-8.16%
Feb 2006 – Feb 2009 |
-0.20%
Feb 2004 – Feb 2009 |
5.24%
Oct 2007 – Oct 2017 |
5.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RED HAT INC. 401K AND PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
21.67%
Feb 2009 – Feb 2012 |
16.91%
Feb 2009 – Feb 2014 |
10.68%
Feb 2009 – Feb 2019 |
10.05%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart