Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate | NA | 22.61% | 2.34% | 6.44% | 6.26% | 6.61% | 6.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST 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 (%) | -0.99 | 22.61 | 2.34 | 6.44 | 6.26 | 6.61 | 6.25 | … | … | 0.83 | 7.74 | 14.74 | -13.53 | 1.66 | 20.10 | 18.52 | -6.31 | 19.58 | 5.00 | -0.86 | 3.82 | 11.82 | 12.78 | -7.06 | 12.09 | 28.10 | -28.88 | 13.73 | 11.64 | 9.31 | 13.39 | 23.51 | -4.92 | 2.67 |
| Sharpe Ratio | NA | 0.32 | -0.08 | 0.25 | 0.44 | NA | NA | … | … | 0.09 | 0.13 | 1.06 | -1.10 | 0.17 | 1.13 | 2.72 | -0.77 | 4.28 | 0.60 | -0.11 | 0.59 | 1.59 | 1.89 | -0.45 | 0.95 | 1.64 | -1.37 | 0.95 | 1.10 | 1.10 | 1.68 | 2.83 | -0.59 | 0.03 |
| Standard Deviation(%) | NA | 8.72 | 10.93 | 12.34 | 10.22 | NA | NA | … | … | 8.55 | 8.77 | 9.85 | 13.59 | 9.66 | 17.54 | 6.29 | 9.94 | 4.42 | 8.01 | 7.95 | 6.44 | 7.43 | 6.74 | 15.67 | 12.61 | 17.12 | 21.75 | 11.36 | 7.59 | 6.52 | 7.42 | 8.07 | 10.28 | 11.40 |
| Draw Down(%) | NA | 5.09 | 21.10 | 24.36 | 24.36 | NA | NA | … | … | 0.67 | 5.09 | 8.17 | 21.91 | 6.56 | 21.17 | 2.80 | 14.37 | 1.33 | 6.02 | 8.50 | 5.75 | 7.99 | 5.18 | 18.52 | 10.59 | 17.28 | 37.25 | 8.36 | 7.37 | 4.23 | 6.75 | 6.15 | 15.06 | 13.57 |
| Yield(%) | NA | 4.53 | 4.08 | 3.94 | 3.81 | NA | NA | … | … | NA | 0.98 | 4.31 | 3.19 | 4.12 | 4.04 | 2.96 | 4.00 | 5.49 | 3.42 | 3.05 | 3.03 | 3.04 | 3.79 | 2.93 | 2.40 | 3.33 | 2.52 | 5.46 | 3.75 | 3.15 | 2.93 | 3.06 | 2.22 | 2.98 |
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 FIND INC 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate |
-7.89%
Feb 2006 – Feb 2009 |
-0.85%
Feb 2004 – Feb 2009 |
3.74%
Oct 2007 – Oct 2017 |
3.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE FIND INC 401K PROFIT SHARING PLAN and TRUST Strategic Asset Allocation – Optimal Moderate |
17.37%
Mar 2003 – Mar 2006 |
15.62%
Oct 2002 – Oct 2007 |
9.38%
Feb 2009 – Feb 2019 |
8.50%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart