Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Acumen Solutions 401k Plan Strategic Asset Allocation – Optimal Moderate | NA | 17.16% | 2.92% | 5.97% | 4.66% | 5.87% | 5.60% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Acumen Solutions 401k 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 (%) | -1.06 | 17.16 | 2.92 | 5.97 | 4.66 | 5.87 | 5.60 | … | … | 0.08 | 5.01 | 13.25 | -12.01 | 12.42 | 8.80 | 13.07 | -7.70 | 11.45 | 7.82 | -3.39 | 3.13 | 11.40 | 13.24 | -2.40 | 11.83 | 27.35 | -27.88 | 7.73 | 16.18 | 7.59 | 14.35 | 23.35 | -5.53 | 1.77 |
| Sharpe Ratio | NA | -0.20 | -0.27 | 0.23 | 0.31 | NA | NA | … | … | 0.00 | -0.23 | 1.26 | -1.04 | 1.57 | 0.49 | 1.88 | -1.13 | 2.46 | 0.89 | -0.44 | 0.53 | 1.53 | 1.63 | -0.17 | 0.97 | 1.46 | -1.23 | 0.46 | 1.77 | 0.89 | 1.89 | 2.53 | -0.55 | -0.06 |
| Standard Deviation(%) | NA | 6.72 | 9.36 | 11.24 | 9.42 | NA | NA | … | … | 4.68 | 6.74 | 7.12 | 12.91 | 7.90 | 17.50 | 6.20 | 8.00 | 4.39 | 8.60 | 7.84 | 5.87 | 7.41 | 8.08 | 14.20 | 12.14 | 18.64 | 23.37 | 10.36 | 7.30 | 6.11 | 7.09 | 8.97 | 12.06 | 9.57 |
| Draw Down(%) | NA | 5.82 | 18.59 | 23.48 | 23.48 | NA | NA | … | … | 0.41 | 5.82 | 6.16 | 18.59 | 3.61 | 23.48 | 3.99 | 13.13 | 1.59 | 6.09 | 9.37 | 5.40 | 7.08 | 6.77 | 14.66 | 9.33 | 18.77 | 38.12 | 7.77 | 6.32 | 3.93 | 5.03 | 9.62 | 19.14 | 14.07 |
| Yield(%) | NA | 4.08 | 3.70 | 3.09 | 2.65 | NA | NA | … | … | NA | 0.92 | 3.73 | 3.51 | 3.06 | 2.44 | 1.84 | 2.98 | 0.24 | 2.66 | 2.82 | 2.59 | 1.86 | 2.98 | 2.74 | 2.29 | 2.15 | 2.14 | 4.22 | 4.28 | 3.19 | 2.58 | 2.00 | 2.78 | 7.94 |
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 |
|---|---|---|---|---|
| Acumen Solutions 401k Plan Strategic Asset Allocation – Optimal Moderate |
-8.66%
Feb 2006 – Feb 2009 |
-1.21%
Feb 2004 – Feb 2009 |
3.38%
Mar 2010 – Mar 2020 |
3.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Acumen Solutions 401k Plan Strategic Asset Allocation – Optimal Moderate |
19.62%
Feb 2009 – Feb 2012 |
15.19%
Feb 2009 – Feb 2014 |
8.99%
Feb 2009 – Feb 2019 |
7.86%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart