Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation – Optimal Moderate | NA | 17.70% | 4.51% | 7.81% | 4.97% | 9.23% | 6.48% | … | … |
Data as of 02/29/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 401K RIMKUS Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/29/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.42 | 17.70 | 4.51 | 7.81 | 4.97 | 9.23 | 6.48 | … | … | -130,670.56 | 14.50 | -12.10 | 11.06 | 12.52 | 17.34 | -7.24 | 7.86 | 3.48 | -0.01 | 2.42 | 18.36 | 15.89 | -4.50 | 18.32 | 27.06 | -26.38 | 13.44 | 11.35 | 8.64 | 11.41 | 19.55 | -9.90 | 3.85 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 1.10 | -0.91 | 0.88 | 0.55 | 2.23 | -0.69 | 1.39 | 0.40 | 0.00 | 0.29 | 2.35 | 1.98 | -0.28 | 1.56 | 1.59 | -1.24 | 1.10 | 1.04 | 0.99 | 1.34 | 1.82 | -0.92 | 0.13 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | … | … | NA | 9.30 | 14.85 | 12.52 | 22.24 | 7.16 | 12.44 | 5.19 | 8.14 | 8.43 | 8.26 | 7.80 | 7.98 | 16.01 | 11.66 | 16.91 | 21.94 | 9.46 | 7.80 | 6.51 | 7.79 | 10.33 | 11.97 | 11.59 |
| Draw Down(%) | NA | 118,807.43 | 118,807.43 | 118,807.43 | 118,807.43 | NA | NA | … | … | 118,807.43 | 7.90 | 21.62 | 8.35 | 30.32 | 3.62 | 16.83 | 2.12 | 8.23 | 9.32 | 6.32 | 6.69 | 6.12 | 18.34 | 10.31 | 18.00 | 37.11 | 5.92 | 8.42 | 4.23 | 6.69 | 7.15 | 21.08 | 13.19 |
| Yield(%) | NA | 5.29 | 7.57 | 7.28 | 5.64 | NA | NA | … | … | 0.95 | 5.45 | 4.71 | 11.77 | 7.59 | 5.65 | 3.07 | 0.41 | 4.30 | 7.15 | 5.79 | 9.87 | 3.55 | 4.85 | 3.33 | 3.47 | 4.15 | 8.76 | 7.96 | 6.13 | 2.73 | 2.12 | 3.28 | 3.41 |
Data as of 02/29/2024, 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 |
|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation – Optimal Moderate |
-6.94%
Feb 2006 – Feb 2009 |
-0.87%
Mar 2015 – Mar 2020 |
3.61%
Oct 2013 – Oct 2023 |
4.09%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 401K RIMKUS Strategic Asset Allocation – Optimal Moderate |
19.77%
Feb 2009 – Feb 2012 |
17.76%
Feb 2009 – Feb 2014 |
9.58%
Feb 2009 – Feb 2019 |
9.00%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart