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 Strategic Asset Allocation – Optimal Moderate | NA | 14.58% | 0.52% | 2.04% | 1.86% | 4.02% | 4.08% | … | … |
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 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 (%) | -1.20 | 14.58 | 0.52 | 2.04 | 1.86 | 4.02 | 4.08 | … | … | -0.11 | 5.05 | 7.90 | -12.23 | 10.76 | -3.10 | 16.16 | -8.00 | 0.78 | 7.69 | -3.14 | 2.68 | 7.42 | 11.71 | 0.69 | 14.54 | 21.03 | -24.92 | 8.37 | 14.93 | 8.12 | 11.18 | 18.85 | -9.13 | 2.67 |
| Sharpe Ratio | NA | -0.12 | -0.41 | -0.10 | 0.02 | NA | NA | … | … | -0.02 | -0.21 | 0.43 | -1.08 | 1.29 | -0.16 | 2.13 | -1.07 | 0.02 | 0.82 | -0.35 | 0.41 | 0.95 | 1.44 | 0.04 | 1.12 | 1.01 | -0.99 | 0.48 | 1.29 | 0.79 | 1.35 | 1.99 | -0.70 | 0.03 |
| Standard Deviation(%) | NA | 7.49 | 9.77 | 12.50 | 10.69 | NA | NA | … | … | 8.60 | 7.48 | 8.43 | 12.62 | 8.34 | 20.61 | 6.91 | 8.72 | 8.50 | 9.15 | 9.11 | 6.46 | 7.77 | 8.11 | 15.24 | 12.87 | 20.75 | 26.13 | 11.30 | 9.05 | 7.56 | 7.60 | 9.13 | 14.65 | 13.47 |
| Draw Down(%) | NA | 4.90 | 17.70 | 21.16 | 21.16 | NA | NA | … | … | 0.75 | 4.90 | 6.92 | 17.70 | 4.02 | 21.16 | 3.55 | 13.65 | 7.26 | 7.30 | 10.48 | 5.07 | 7.81 | 6.24 | 13.81 | 8.60 | 19.41 | 39.39 | 6.43 | 8.77 | 5.00 | 5.98 | 8.32 | 22.39 | 15.94 |
| Yield(%) | NA | 3.79 | 3.26 | 2.54 | 2.08 | NA | NA | … | … | NA | 1.02 | 3.41 | 3.38 | 2.08 | 1.15 | 1.83 | 1.35 | 0.22 | 2.36 | 1.99 | 2.38 | 1.72 | 2.51 | 2.46 | 2.03 | 2.38 | 2.61 | 2.75 | 2.70 | 2.71 | 1.02 | 0.85 | 0.67 | 1.19 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.29%
Feb 2006 – Feb 2009 |
-1.30%
Feb 2004 – Feb 2009 |
0.94%
Oct 2013 – Oct 2023 |
1.70%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sugarsync, Inc. 401(K) Plan Strategic Asset Allocation – Optimal Moderate |
20.16%
Feb 2009 – Feb 2012 |
14.47%
Feb 2009 – Feb 2014 |
8.31%
Mar 2003 – Mar 2013 |
6.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart