Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | -3.46% | 2.51% | 1.36% | 6.95% | 6.01% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | -3.46 | 2.51 | 1.36 | 6.95 | 6.01 | NA | … | … | -6.01 | 10.58 | 2.49 | -4.14 | 1.00 | 11.36 | 11.60 | -0.47 | 16.96 | 28.40 | -29.81 | 12.33 | 10.64 | 13.10 | 17.42 | 38.02 | 0.45 | 4.49 |
| Sharpe Ratio | NA | -0.85 | 0.20 | 0.03 | 0.67 | NA | NA | … | … | -0.85 | 2.30 | 0.32 | -0.52 | 0.18 | 1.89 | 1.80 | -0.04 | 1.68 | 1.48 | -1.33 | 0.93 | 0.99 | 2.20 | 2.44 | 6.48 | -0.08 | 0.28 |
| Standard Deviation(%) | NA | 8.63 | 6.92 | 6.90 | 9.68 | NA | NA | … | … | 8.63 | 4.32 | 7.08 | 8.08 | 5.43 | 5.99 | 6.43 | 12.31 | 10.03 | 19.18 | 23.13 | 10.03 | 7.40 | 4.96 | 6.74 | 5.76 | 7.94 | 7.87 |
| Draw Down(%) | NA | 12.04 | 12.04 | 14.66 | 19.29 | NA | NA | … | … | 12.04 | 1.89 | 7.38 | 11.30 | 4.89 | 7.51 | 4.86 | 12.03 | 8.89 | 19.29 | 40.75 | 8.06 | 9.56 | 3.82 | 7.98 | 2.42 | 11.23 | 9.19 |
| Yield(%) | NA | 4.74 | 2.90 | 3.69 | 3.87 | NA | NA | … | … | 4.71 | 0.32 | 3.68 | 3.78 | 5.93 | 6.11 | 4.45 | 3.15 | 2.89 | 3.48 | 2.72 | 7.71 | 4.28 | 7.85 | 5.75 | 5.00 | 5.19 | 5.10 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-10.08%
Feb 2006 – Feb 2009 |
-0.98%
Feb 2004 – Feb 2009 |
3.09%
Oct 2007 – Oct 2017 |
5.94%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
24.07%
Mar 2003 – Mar 2006 |
19.58%
Oct 2002 – Oct 2007 |
10.71%
Mar 2003 – Mar 2013 |
8.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart