Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings Plan Strategic Asset Allocation – Optimal Moderate | NA | 23.67% | -0.28% | 4.30% | 4.85% | 6.54% | 6.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings 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 (%) | -1.22 | 23.67 | -0.28 | 4.30 | 4.85 | 6.54 | 6.18 | … | … | 0.22 | 7.20 | 10.84 | -14.90 | 2.17 | 13.69 | 19.30 | -5.93 | 8.96 | 7.13 | 0.63 | 7.65 | 14.82 | 13.08 | -1.42 | 12.32 | 24.49 | -22.71 | 6.58 | 13.88 | 8.44 | 12.59 | 22.89 | -6.99 | -5.03 |
| Sharpe Ratio | NA | 0.20 | -0.29 | 0.06 | 0.28 | NA | NA | … | … | 0.02 | 0.07 | 0.73 | -1.18 | 0.22 | 0.76 | 2.88 | -0.82 | 1.74 | 0.82 | 0.07 | 1.23 | 2.04 | 1.66 | -0.09 | 1.01 | 1.26 | -1.04 | 0.39 | 1.53 | 0.92 | 1.34 | 2.57 | -0.75 | -0.70 |
| Standard Deviation(%) | NA | 8.87 | 10.84 | 12.35 | 10.21 | NA | NA | … | … | 8.46 | 8.92 | 9.06 | 13.78 | 9.82 | 17.67 | 6.22 | 8.81 | 4.79 | 8.48 | 8.45 | 6.23 | 7.25 | 7.86 | 15.35 | 12.16 | 19.41 | 22.68 | 9.15 | 6.95 | 6.79 | 8.66 | 8.65 | 10.82 | 10.46 |
| Draw Down(%) | NA | 6.66 | 19.56 | 25.31 | 25.31 | NA | NA | … | … | 0.77 | 6.58 | 9.04 | 20.45 | 8.57 | 24.78 | 2.89 | 12.17 | 3.54 | 7.70 | 7.91 | 4.72 | 6.02 | 6.43 | 15.59 | 8.59 | 19.50 | 36.35 | 6.15 | 6.68 | 5.05 | 7.32 | 7.46 | 15.15 | 16.02 |
| Yield(%) | NA | 4.19 | 2.84 | 3.18 | 3.25 | NA | NA | … | … | NA | 0.47 | 4.21 | 1.94 | 2.25 | 3.29 | 3.59 | 4.92 | 0.36 | 2.14 | 4.95 | 5.11 | 5.55 | 2.49 | 2.44 | 3.13 | 3.24 | 5.26 | 7.75 | 5.82 | 3.27 | 2.13 | 2.24 | 3.49 | 2.97 |
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 |
|---|---|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings Plan Strategic Asset Allocation – Optimal Moderate |
-7.70%
Feb 2006 – Feb 2009 |
-0.94%
Feb 2004 – Feb 2009 |
3.55%
Oct 2013 – Oct 2023 |
4.06%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Perficient, Inc. 401(k) Employee Savings Plan Strategic Asset Allocation – Optimal Moderate |
19.33%
Feb 2009 – Feb 2012 |
16.08%
Feb 2009 – Feb 2014 |
10.21%
Feb 2009 – Feb 2019 |
8.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart