Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | NA | 0.34% | -3.88% | 2.93% | 4.68% | 6.47% | 6.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing 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 (%) | -0.73 | 0.34 | -3.88 | 2.93 | 4.68 | 6.47 | 6.02 | … | … | 0.39 | 7.77 | 15.93 | -15.02 | 11.05 | 13.37 | 19.39 | -4.25 | 13.78 | 6.83 | 1.44 | 8.20 | 15.80 | 11.66 | 0.54 | 11.15 | 22.46 | -22.29 | 9.26 | 12.46 | 6.61 | 11.60 | 22.64 | -9.36 | -4.65 |
| Sharpe Ratio | NA | 0.07 | -0.08 | 0.20 | 0.36 | NA | NA | … | … | 0.06 | 0.04 | 1.39 | -1.13 | 1.43 | 0.72 | 2.67 | -0.59 | 3.20 | 0.82 | 0.16 | 1.29 | 2.31 | 1.51 | 0.04 | 1.06 | 1.42 | -1.06 | 0.67 | 1.30 | 0.75 | 1.57 | 2.54 | -0.82 | -0.60 |
| Standard Deviation(%) | NA | 30.21 | 19.97 | 17.84 | 13.71 | NA | NA | … | … | 5.94 | 30.22 | 8.38 | 14.52 | 7.69 | 18.36 | 6.73 | 9.37 | 4.11 | 8.11 | 8.75 | 6.35 | 6.81 | 7.69 | 13.04 | 10.47 | 15.76 | 21.86 | 9.38 | 7.08 | 5.94 | 6.79 | 8.64 | 12.81 | 11.70 |
| Draw Down(%) | NA | 20.41 | 20.84 | 21.57 | 21.57 | NA | NA | … | … | 0.47 | 20.41 | 7.94 | 21.19 | 3.48 | 21.26 | 3.36 | 11.18 | 1.30 | 6.36 | 8.24 | 4.71 | 5.76 | 6.27 | 11.65 | 8.39 | 16.63 | 32.51 | 5.73 | 6.88 | 4.13 | 5.63 | 7.27 | 18.40 | 18.03 |
| Yield(%) | NA | 4.22 | 3.83 | 3.80 | 3.35 | NA | NA | … | … | NA | 0.83 | 3.93 | 3.09 | 3.81 | 3.73 | 3.97 | 3.00 | 0.39 | 3.34 | 4.31 | 3.68 | 3.20 | 2.98 | 3.28 | 2.69 | 2.96 | 4.06 | 4.39 | 4.20 | 3.35 | 2.86 | 3.02 | 3.03 | 3.28 |
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 |
|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
-6.22%
Feb 2006 – Feb 2009 |
-0.49%
Feb 2004 – Feb 2009 |
4.68%
Oct 2014 – Oct 2024 |
5.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
17.78%
Feb 2009 – Feb 2012 |
15.24%
Feb 2009 – Feb 2014 |
10.52%
Feb 2009 – Feb 2019 |
9.40%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart