Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Strategic Asset Allocation – Optimal Moderate | NA | 25.39% | 2.59% | 6.79% | 6.12% | 7.41% | 6.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES 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 (%) | -1.01 | 25.39 | 2.59 | 6.79 | 6.12 | 7.41 | 6.98 | … | … | 0.42 | 9.06 | 12.14 | -14.41 | 6.59 | 19.59 | 17.48 | -4.90 | 11.27 | 5.01 | 0.87 | 5.39 | 15.58 | 13.30 | -0.19 | 13.21 | 24.81 | -22.44 | 9.03 | 12.28 | 9.93 | 12.80 | 18.32 | -3.75 | 7.60 |
| Sharpe Ratio | NA | 0.42 | -0.17 | 0.28 | 0.41 | NA | NA | … | … | 0.06 | 0.27 | 0.91 | -1.12 | 0.70 | 1.06 | 2.28 | -0.65 | 2.46 | 0.59 | 0.10 | 0.89 | 2.34 | 1.82 | -0.01 | 1.19 | 1.50 | -1.09 | 0.70 | 1.12 | 1.20 | 1.60 | 1.99 | -0.38 | 0.48 |
| Standard Deviation(%) | NA | 9.00 | 10.90 | 12.51 | 10.36 | NA | NA | … | … | 6.26 | 9.08 | 8.66 | 14.08 | 9.44 | 18.33 | 7.06 | 9.51 | 4.33 | 8.21 | 8.14 | 6.04 | 6.63 | 7.29 | 14.49 | 11.04 | 16.43 | 21.35 | 8.60 | 8.05 | 6.49 | 7.40 | 8.86 | 12.84 | 10.98 |
| Draw Down(%) | NA | 6.16 | 20.43 | 22.27 | 22.27 | NA | NA | … | … | 0.54 | 6.16 | 9.22 | 21.11 | 7.08 | 22.27 | 3.18 | 12.04 | 2.30 | 7.30 | 7.75 | 4.79 | 5.42 | 6.16 | 13.87 | 8.14 | 16.24 | 32.98 | 6.26 | 9.37 | 4.10 | 6.38 | 8.37 | 17.63 | 11.54 |
| Yield(%) | NA | 4.73 | 4.74 | 4.33 | 4.11 | NA | NA | … | … | NA | 0.85 | 4.32 | 4.61 | 4.07 | 5.06 | 2.57 | 4.27 | 0.35 | 3.80 | 6.52 | 4.83 | 3.81 | 3.85 | 2.01 | 2.16 | 3.05 | 3.44 | 7.26 | 6.66 | 3.60 | 3.89 | 2.81 | 2.46 | 5.31 |
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 |
|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Strategic Asset Allocation – Optimal Moderate |
-6.34%
Feb 2006 – Feb 2009 |
0.19%
Feb 2004 – Feb 2009 |
4.49%
Oct 2013 – Oct 2023 |
4.79%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Strategic Asset Allocation – Optimal Moderate |
18.97%
Feb 2009 – Feb 2012 |
15.96%
Feb 2009 – Feb 2014 |
10.10%
Feb 2009 – Feb 2019 |
8.99%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart