Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WOODMAN LABS 401K PLAN Tactical Asset Allocation Moderate | NA | 26.70% | 2.50% | 7.21% | 5.11% | 6.30% | 8.34% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WOODMAN LABS 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 (%) | -1.41 | 26.70 | 2.50 | 7.21 | 5.11 | 6.30 | 8.34 | … | … | -0.20 | 12.08 | 14.91 | -19.96 | 17.00 | 15.21 | 10.26 | -5.68 | 12.56 | 4.41 | -4.19 | 1.99 | 9.57 | 9.37 | 0.94 | 17.44 | 29.99 | -3.24 | 17.52 | 15.89 | 12.33 | 14.05 | 29.51 | 9.47 | 4.90 |
| Sharpe Ratio | NA | 0.64 | -0.17 | 0.39 | 0.36 | NA | NA | … | … | -0.03 | 0.63 | 1.05 | -1.33 | 2.06 | 1.63 | 1.93 | -1.01 | 2.32 | 0.62 | -0.57 | 0.32 | 1.37 | 2.12 | 0.09 | 1.28 | 3.64 | -0.72 | 1.11 | 1.25 | 1.40 | 1.39 | 4.48 | 1.62 | 0.61 |
| Standard Deviation(%) | NA | 8.75 | 12.08 | 10.90 | 8.88 | NA | NA | … | … | 10.18 | 8.78 | 10.12 | 16.09 | 8.24 | 9.20 | 4.58 | 6.90 | 5.13 | 6.82 | 7.41 | 6.19 | 6.96 | 4.39 | 9.75 | 13.55 | 8.21 | 5.77 | 13.05 | 10.10 | 7.27 | 9.42 | 6.43 | 5.16 | 4.21 |
| Draw Down(%) | NA | 5.02 | 21.81 | 23.87 | 23.87 | NA | NA | … | … | 0.90 | 5.02 | 9.03 | 23.87 | 4.50 | 13.80 | 2.09 | 11.14 | 4.16 | 6.17 | 10.37 | 5.37 | 6.70 | 3.78 | 8.92 | 10.15 | 4.70 | 6.62 | 10.97 | 12.90 | 5.84 | 12.26 | 4.28 | 6.39 | 3.24 |
| Yield(%) | NA | 2.62 | 3.67 | 4.27 | 3.50 | NA | NA | … | … | NA | 0.71 | 2.53 | 4.26 | 3.55 | 5.19 | 5.24 | 1.91 | 0.51 | 3.62 | 2.91 | 5.04 | 2.72 | 4.74 | 3.74 | 4.23 | 4.52 | 3.00 | 6.89 | 5.88 | 6.37 | 7.17 | 3.96 | 4.34 | 4.84 |
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 |
|---|---|---|---|---|
| WOODMAN LABS 401K PLAN Tactical Asset Allocation Moderate |
0.15%
Apr 2021 – Apr 2024 |
1.31%
Mar 2015 – Mar 2020 |
3.05%
Oct 2013 – Oct 2023 |
5.21%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WOODMAN LABS 401K PLAN Tactical Asset Allocation Moderate |
21.51%
Oct 2004 – Oct 2007 |
20.20%
Oct 2002 – Oct 2007 |
15.11%
Apr 2001 – Apr 2011 |
11.16%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart