Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 0.75% | -4.45% | 3.66% | 5.23% | 7.18% | 6.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOWNE 401K SAVINGS 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 (%) | -0.48 | 0.75 | -4.45 | 3.66 | 5.23 | 7.18 | 6.38 | … | … | 17.43 | 8.47 | 14.53 | -14.14 | 9.14 | 18.86 | 19.14 | -3.56 | 13.19 | 8.14 | 1.80 | 7.33 | 19.30 | 12.58 | -1.03 | 14.45 | 26.99 | -27.23 | 8.95 | 11.47 | 7.55 | 12.56 | 21.36 | -8.16 | 2.01 |
| Sharpe Ratio | NA | 0.26 | 0.09 | 0.19 | 0.25 | NA | NA | … | … | 0.16 | 0.02 | 1.15 | -1.00 | 1.00 | 0.96 | 2.36 | -0.49 | 2.59 | 0.90 | 0.19 | 1.02 | 2.70 | 1.42 | -0.07 | 1.16 | 1.55 | -1.25 | 0.61 | 1.07 | 0.81 | 1.68 | 2.53 | -0.80 | -0.03 |
| Standard Deviation(%) | NA | 83.73 | 49.48 | 39.46 | 28.49 | NA | NA | … | … | 108.16 | 82.32 | 8.97 | 15.56 | 9.16 | 19.36 | 7.50 | 10.02 | 4.85 | 8.81 | 9.10 | 7.19 | 7.15 | 8.81 | 15.49 | 12.38 | 17.36 | 22.47 | 9.76 | 7.67 | 6.63 | 6.93 | 8.16 | 11.56 | 10.53 |
| Draw Down(%) | NA | 44.43 | 44.43 | 44.43 | 44.43 | NA | NA | … | … | 0.35 | 44.43 | 8.51 | 20.06 | 5.13 | 22.95 | 3.89 | 12.29 | 1.79 | 7.99 | 8.23 | 5.43 | 4.96 | 7.12 | 16.32 | 9.64 | 16.17 | 36.87 | 6.82 | 7.79 | 4.69 | 5.80 | 7.62 | 18.86 | 13.74 |
| Yield(%) | NA | 3.93 | 4.71 | 4.44 | 3.75 | NA | NA | … | … | NA | 0.74 | 3.54 | 4.38 | 5.32 | 4.49 | 3.72 | 5.45 | 0.22 | 2.80 | 3.96 | 3.07 | 2.80 | 3.88 | 4.35 | 2.84 | 2.80 | 4.71 | 5.53 | 5.19 | 3.16 | 2.33 | 1.85 | 0.55 | 1.15 |
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 |
|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-8.30%
Feb 2006 – Feb 2009 |
-1.41%
Feb 2004 – Feb 2009 |
5.23%
Oct 2014 – Oct 2024 |
5.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOWNE 401K SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
24.76%
Nov 2021 – Nov 2024 |
20.46%
Nov 2019 – Nov 2024 |
13.47%
Nov 2014 – Nov 2024 |
12.63%
Nov 2009 – Nov 2024 |
Annualized Rolling Returns Comparison Chart