Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Strategic Asset Allocation – Optimal Moderate | NA | 25.63% | 0.86% | 8.62% | 8.03% | 8.87% | 7.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement 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 (%) | -0.92 | 25.63 | 0.86 | 8.62 | 8.03 | 8.87 | 7.47 | … | … | 0.55 | 8.75 | 14.21 | -17.76 | 6.40 | 30.77 | 24.61 | -3.47 | 14.69 | 5.78 | 1.89 | 6.66 | 16.70 | 11.54 | 0.78 | 14.25 | 21.88 | -24.75 | 7.58 | 9.30 | 7.43 | 11.86 | 20.25 | -8.63 | 0.43 |
| Sharpe Ratio | NA | 0.39 | -0.21 | 0.34 | 0.54 | NA | NA | … | … | 0.05 | 0.22 | 0.98 | -1.13 | 0.59 | 1.59 | 2.76 | -0.45 | 3.01 | 0.66 | 0.21 | 0.97 | 2.22 | 1.44 | 0.05 | 1.23 | 1.38 | -1.16 | 0.47 | 0.79 | 0.83 | 1.52 | 2.30 | -0.83 | -0.18 |
| Standard Deviation(%) | NA | 9.88 | 12.78 | 13.98 | 11.53 | NA | NA | … | … | 10.63 | 9.98 | 10.11 | 16.94 | 10.81 | 19.20 | 8.40 | 10.63 | 4.67 | 8.45 | 8.76 | 6.83 | 7.50 | 8.00 | 14.78 | 11.53 | 15.74 | 22.13 | 9.67 | 7.64 | 6.32 | 7.17 | 8.49 | 11.73 | 10.30 |
| Draw Down(%) | NA | 6.05 | 23.27 | 25.28 | 25.28 | NA | NA | … | … | 0.90 | 6.02 | 10.11 | 23.92 | 8.10 | 20.07 | 4.29 | 12.16 | 1.69 | 7.46 | 7.94 | 5.15 | 5.93 | 6.91 | 13.55 | 8.41 | 15.72 | 33.80 | 6.17 | 8.15 | 4.12 | 6.45 | 7.37 | 18.48 | 14.22 |
| Yield(%) | NA | 2.31 | 3.87 | 3.74 | 3.58 | NA | NA | … | … | NA | 0.58 | 2.10 | 3.86 | 4.56 | 4.61 | 5.04 | 3.69 | 0.35 | 3.68 | 3.94 | 3.89 | 4.99 | 2.91 | 2.85 | 3.07 | 2.92 | 3.99 | 7.03 | 5.73 | 3.70 | 2.74 | 2.31 | 2.54 | 3.45 |
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 |
|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Strategic Asset Allocation – Optima |
-8.04%
Feb 2006 – Feb 2009 |
-1.56%
Feb 2004 – Feb 2009 |
5.07%
Dec 2001 – Dec 2011 |
5.51%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Strategic Asset Allocation – Optima |
20.13%
Dec 2018 – Dec 2021 |
15.74%
Feb 2009 – Feb 2014 |
11.53%
Sep 2011 – Sep 2021 |
10.30%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart