Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.94% | 3.21% | 6.98% | 5.50% | 6.97% | 6.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MOTLEY FOOL 401K 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 (%) | -1.04 | 25.94 | 3.21 | 6.98 | 5.50 | 6.97 | 6.62 | … | … | 0.13 | 5.33 | 14.02 | -14.79 | 9.54 | 16.15 | 16.68 | -7.74 | 7.64 | 7.80 | -0.64 | 6.72 | 16.55 | 12.27 | -0.77 | 12.52 | 22.86 | -21.06 | 7.03 | 13.54 | 7.85 | 16.72 | 23.91 | -0.39 | 14.09 |
| Sharpe Ratio | NA | -0.03 | -0.24 | 0.23 | 0.32 | NA | NA | … | … | 0.01 | -0.13 | 1.10 | -1.14 | 1.07 | 0.89 | 2.56 | -1.02 | 1.28 | 0.91 | -0.08 | 1.12 | 2.47 | 1.63 | -0.05 | 1.09 | 1.23 | -1.01 | 0.46 | 1.45 | 1.01 | 2.27 | 3.19 | -0.15 | 1.30 |
| Standard Deviation(%) | NA | 9.98 | 11.27 | 12.52 | 10.31 | NA | NA | … | … | 6.09 | 10.04 | 8.92 | 14.17 | 8.87 | 17.97 | 5.96 | 8.85 | 5.46 | 8.37 | 8.14 | 5.98 | 6.69 | 7.50 | 14.63 | 11.38 | 18.56 | 21.79 | 8.86 | 7.07 | 5.64 | 6.97 | 7.27 | 9.82 | 9.04 |
| Draw Down(%) | NA | 8.59 | 20.81 | 21.73 | 21.73 | NA | NA | … | … | 0.56 | 8.59 | 8.89 | 21.31 | 5.50 | 21.73 | 3.67 | 14.52 | 3.72 | 7.11 | 8.64 | 4.72 | 5.42 | 5.86 | 14.54 | 8.47 | 18.16 | 33.01 | 6.92 | 7.53 | 3.62 | 5.99 | 7.96 | 16.02 | 9.63 |
| Yield(%) | NA | 5.08 | 5.69 | 5.02 | 4.56 | NA | NA | … | … | NA | 0.80 | 4.69 | 4.90 | 6.53 | 4.16 | 4.03 | 4.48 | 0.31 | 5.40 | 6.07 | 4.69 | 4.29 | 2.79 | 2.67 | 2.89 | 3.19 | 4.45 | 6.93 | 6.08 | 4.55 | 2.98 | 3.42 | 3.06 | 6.19 |
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 |
|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.51%
Feb 2006 – Feb 2009 |
0.27%
Feb 2004 – Feb 2009 |
3.95%
Oct 2013 – Oct 2023 |
4.31%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.42%
Mar 2003 – Mar 2006 |
15.85%
Feb 2009 – Feb 2014 |
9.67%
Mar 2003 – Mar 2013 |
8.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart