Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Strategic Asset Allocation – Optimal Moderate | NA | 21.37% | 8.24% | 26.86% | 13.29% | 12.67% | 10.10% | … | … |
Data as of 12/29/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AccountNow Inc Retirement 401K Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 03/15/2024 |
| 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 (%) | 0.59 | 21.37 | 8.24 | 26.86 | 13.29 | 12.67 | 10.10 | … | … | 7.35 | 21.69 | -0.99 | 5.23 | 129.02 | 13.14 | -4.97 | 4.31 | 3.35 | 1.08 | 2.19 | 16.76 | 10.13 | -0.24 | 10.83 | 18.04 | -24.64 | 12.11 | 12.76 | 9.75 | 12.30 | 23.97 | -1.41 | -1.17 |
| Sharpe Ratio | NA | 2.99 | 0.76 | 0.78 | 0.55 | NA | NA | … | … | 0.86 | 1.99 | -0.19 | 0.55 | 1.84 | 1.49 | -0.65 | 0.60 | 0.37 | 0.12 | 0.29 | 2.40 | 1.24 | -0.02 | 0.96 | 1.06 | -1.11 | 0.95 | 1.26 | 1.17 | 1.57 | 2.68 | -0.26 | -0.43 |
| Standard Deviation(%) | NA | 8.32 | 9.96 | 32.53 | 23.72 | NA | NA | … | … | 7.67 | 8.77 | 12.28 | 9.46 | 69.93 | 7.87 | 9.68 | 6.12 | 8.52 | 8.87 | 7.47 | 6.98 | 8.11 | 14.96 | 11.16 | 16.91 | 22.96 | 9.62 | 7.51 | 6.50 | 7.21 | 8.68 | 9.65 | 8.10 |
| Draw Down(%) | NA | 5.24 | 11.69 | 20.78 | 20.78 | NA | NA | … | … | 1.12 | 5.52 | 11.15 | 5.32 | 20.26 | 4.11 | 12.10 | 5.34 | 8.00 | 7.75 | 5.12 | 4.19 | 7.42 | 13.72 | 8.94 | 17.16 | 33.95 | 5.85 | 8.23 | 4.35 | 5.56 | 7.34 | 13.41 | 12.12 |
| Yield(%) | NA | 16.64 | 10.78 | 10.12 | 6.82 | NA | NA | … | … | 2.88 | 15.75 | 8.18 | 5.16 | 13.03 | 2.66 | 6.76 | 0.83 | 1.36 | 4.32 | 4.53 | 3.64 | 2.63 | 2.65 | 1.64 | 1.99 | 1.70 | 2.79 | 4.80 | 3.62 | 2.98 | 1.30 | 1.78 | 2.52 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Strategic Asset Allocation – Optimal Moderate |
-6.52%
Feb 2006 – Feb 2009 |
0.03%
Mar 2015 – Mar 2020 |
3.48%
Dec 2007 – Dec 2017 |
4.06%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Strategic Asset Allocation – Optimal Moderate |
42.06%
Mar 2020 – Mar 2023 |
26.86%
Dec 2018 – Dec 2023 |
14.29%
Sep 2011 – Sep 2021 |
13.85%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart