Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Barry University 401k RC Plan Strategic Asset Allocation – Optimal Moderate | NA | 32.66% | 10.50% | 11.38% | 8.27% | 8.73% | 6.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Barry University 401k RC 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 (%) | -0.82 | 32.66 | 10.50 | 11.38 | 8.27 | 8.73 | 6.51 | … | … | 0.58 | 18.64 | 19.44 | -6.43 | 9.26 | 16.07 | 15.64 | -3.14 | 9.31 | 3.53 | 2.69 | 4.36 | 13.63 | 12.86 | -0.66 | 13.84 | 19.62 | -29.14 | 4.41 | 12.41 | 3.15 | 8.35 | 17.13 | -12.13 | 3.88 |
| Sharpe Ratio | NA | 1.72 | 0.66 | 0.70 | 0.64 | NA | NA | … | … | 0.08 | 1.60 | 1.84 | -0.62 | 0.96 | 0.84 | 1.81 | -0.47 | 1.85 | 0.40 | 0.31 | 0.65 | 1.85 | 1.55 | -0.05 | 1.16 | 0.95 | -1.21 | 0.14 | 1.31 | 0.15 | 0.97 | 1.64 | -0.90 | 0.61 |
| Standard Deviation(%) | NA | 7.46 | 9.74 | 12.14 | 10.24 | NA | NA | … | … | 6.50 | 7.53 | 8.25 | 12.65 | 9.61 | 18.95 | 7.85 | 9.50 | 4.70 | 8.28 | 8.48 | 6.71 | 7.34 | 8.27 | 14.99 | 11.86 | 20.60 | 24.75 | 9.90 | 6.95 | 6.48 | 7.64 | 10.02 | 14.70 | 2.55 |
| Draw Down(%) | NA | 4.66 | 14.27 | 20.88 | 20.88 | NA | NA | … | … | 0.38 | 4.66 | 6.01 | 15.00 | 4.94 | 20.88 | 3.32 | 11.57 | 2.51 | 7.40 | 7.15 | 4.96 | 5.95 | 6.58 | 14.14 | 8.72 | 20.36 | 38.52 | 6.82 | 7.84 | 4.11 | 7.48 | 8.04 | 20.10 | 2.58 |
| Yield(%) | NA | 17.12 | 10.61 | 8.02 | 5.14 | NA | NA | … | … | NA | 4.48 | 15.53 | 6.44 | 4.70 | 6.29 | 1.81 | 4.02 | 0.42 | 1.93 | 2.72 | 2.45 | 3.15 | 3.16 | 2.00 | 1.16 | 1.05 | 1.53 | 2.49 | 4.94 | 1.58 | 0.79 | 1.15 | 1.20 | 3.28 |
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 |
|---|---|---|---|---|
| Barry University 401k RC Plan Strategic Asset Allocation – Optimal Moderate |
-11.96%
Feb 2006 – Feb 2009 |
-5.25%
Feb 2004 – Feb 2009 |
2.16%
Sep 2001 – Sep 2011 |
3.84%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Barry University 401k RC Plan Strategic Asset Allocation – Optimal Moderate |
19.26%
Feb 2009 – Feb 2012 |
15.43%
Feb 2009 – Feb 2014 |
9.88%
Feb 2009 – Feb 2019 |
9.92%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart