Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Sugarsync, Inc. 401(K) Plan Tactical Asset Allocation Moderate | NA | 8.15% | 2.69% | 7.31% | 5.00% | 6.90% | 8.49% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sugarsync, Inc. 401(K) Plan Tactical Asset Allocation 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 (%) | -1.57 | 8.15 | 2.69 | 7.31 | 5.00 | 6.90 | 8.49 | … | … | 0.17 | 2.46 | 1.65 | -4.55 | 21.52 | 11.46 | 16.07 | -9.75 | 7.67 | 2.20 | 0.32 | 4.31 | 12.10 | 10.83 | 6.22 | 14.56 | 17.99 | 4.21 | 17.60 | 16.23 | 11.42 | 17.98 | 33.15 | -3.82 | -14.85 |
| Sharpe Ratio | NA | -0.34 | -0.34 | 0.27 | 0.25 | NA | NA | … | … | 0.01 | -0.43 | -0.34 | -0.40 | 2.09 | 0.54 | 2.72 | -1.24 | 1.18 | 0.21 | 0.03 | 0.55 | 1.55 | 1.45 | 0.45 | 1.08 | 1.31 | 1.07 | 1.03 | 1.11 | 1.01 | 1.59 | 3.70 | -0.47 | -1.04 |
| Standard Deviation(%) | NA | 9.59 | 11.04 | 13.43 | 11.06 | NA | NA | … | … | 8.53 | 9.69 | 7.60 | 14.68 | 10.28 | 20.70 | 5.38 | 8.92 | 5.98 | 9.46 | 9.35 | 7.82 | 7.80 | 7.45 | 13.66 | 13.43 | 13.71 | 3.08 | 14.20 | 11.70 | 9.18 | 10.71 | 8.78 | 10.53 | 16.57 |
| Draw Down(%) | NA | 6.53 | 18.46 | 22.60 | 22.60 | NA | NA | … | … | 0.66 | 6.53 | 6.42 | 18.46 | 5.30 | 22.60 | 2.13 | 15.35 | 3.96 | 9.22 | 9.78 | 5.84 | 7.50 | 5.73 | 11.18 | 8.16 | 6.65 | 1.91 | 8.95 | 11.36 | 5.95 | 11.80 | 4.24 | 14.93 | 26.06 |
| Yield(%) | NA | 2.50 | 2.34 | 2.15 | 1.99 | NA | NA | … | … | NA | 1.27 | 2.62 | 1.98 | 2.49 | 1.40 | 2.62 | 1.65 | 1.49 | 1.70 | 2.19 | 1.98 | 1.25 | 2.08 | 2.37 | 1.65 | 2.20 | 2.23 | 2.54 | 2.47 | 3.05 | 2.09 | 2.56 | 3.03 | 1.66 |
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 |
|---|---|---|---|---|
| Sugarsync, Inc. 401(K) Plan Tactical Asset Allocation Moderate |
-0.52%
Mar 2017 – Mar 2020 |
-0.37%
Mar 2015 – Mar 2020 |
4.41%
Mar 2010 – Mar 2020 |
6.17%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sugarsync, Inc. 401(K) Plan Tactical Asset Allocation Moderate |
22.55%
Mar 2003 – Mar 2006 |
19.74%
Oct 2002 – Oct 2007 |
15.07%
Mar 2003 – Mar 2013 |
11.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart