Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 11.58% | 7.99% | 5.22% | 7.12% | 6.10% | NA | … | … |
Data as of 10/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.55 | 11.58 | 7.99 | 5.22 | 7.12 | 6.10 | NA | … | … | 18.00 | -5.60 | 12.72 | 7.80 | -2.54 | 5.56 | 9.93 | 11.72 | 0.95 | 13.58 | 20.63 | -25.75 | 8.50 | 14.10 | 8.57 | 14.22 | 23.24 | 0.90 | 4.78 |
| Sharpe Ratio | NA | 2.43 | 0.95 | 0.66 | 0.75 | NA | NA | … | … | 2.43 | -0.76 | 2.56 | 0.94 | -0.31 | 0.92 | 1.34 | 1.57 | 0.07 | 1.17 | 1.01 | -1.18 | 0.60 | 1.46 | 0.96 | 1.80 | 3.25 | -0.02 | 0.29 |
| Standard Deviation(%) | NA | 6.82 | 7.12 | 7.57 | 8.74 | NA | NA | … | … | 6.82 | 9.08 | 4.72 | 8.06 | 8.34 | 6.05 | 7.36 | 7.45 | 14.12 | 11.50 | 20.37 | 22.67 | 9.07 | 7.41 | 6.69 | 7.37 | 6.94 | 8.67 | 8.40 |
| Draw Down(%) | NA | 2.97 | 12.48 | 12.48 | 13.25 | NA | NA | … | … | 2.97 | 12.48 | 2.16 | 6.35 | 8.64 | 4.97 | 7.52 | 5.41 | 13.25 | 8.58 | 20.29 | 37.47 | 6.04 | 7.65 | 4.43 | 8.34 | 4.59 | 11.82 | 10.38 |
| Yield(%) | NA | 2.64 | 3.05 | 2.93 | 3.37 | NA | NA | … | … | 2.64 | 2.54 | 3.88 | 3.32 | 2.28 | 4.51 | 3.78 | 3.92 | 3.08 | 3.41 | 2.86 | 4.03 | 4.38 | 4.70 | 3.79 | 4.67 | 3.17 | 2.50 | 2.22 |
Data as of 10/31/2019, 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 |
|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.68%
Feb 2006 – Feb 2009 |
-1.29%
Feb 2004 – Feb 2009 |
4.12%
Jan 2006 – Jan 2016 |
5.66%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.53%
Feb 2009 – Feb 2012 |
15.10%
Feb 2009 – Feb 2014 |
9.65%
Feb 2009 – Feb 2019 |
7.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart