Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | -6.40% | 8.34% | 16.15% | 11.72% | 9.65% | 9.54% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.18 | -6.40 | 8.34 | 16.15 | 11.72 | 9.65 | 9.54 | … | … | 7.66 | -18.03 | 9.27 | 17.18 | 17.84 | 58.14 | 12.30 | 5.46 | 3.65 | 5.64 | 17.64 | 14.55 | -0.78 | 10.57 | 25.16 | -23.26 | 8.14 | 11.32 | 9.58 | 9.19 | 11.73 | 7.61 | 2.68 |
| Sharpe Ratio | NA | -0.10 | 0.31 | 0.57 | 0.57 | NA | NA | … | … | 0.63 | -1.24 | 1.09 | 0.94 | 2.47 | 1.12 | 2.65 | 0.62 | 0.40 | 0.83 | 2.55 | 1.81 | -0.06 | 0.96 | 1.59 | -1.10 | 0.58 | 1.19 | 1.33 | 1.22 | 3.06 | 1.54 | 0.08 |
| Standard Deviation(%) | NA | 13.50 | 11.87 | 25.60 | 18.86 | NA | NA | … | … | 9.06 | 15.70 | 8.46 | 18.12 | 6.65 | 50.87 | 4.40 | 8.44 | 8.96 | 6.75 | 6.90 | 7.99 | 13.95 | 10.96 | 15.72 | 21.90 | 8.80 | 6.76 | 5.56 | 6.77 | 3.61 | 4.23 | 4.62 |
| Draw Down(%) | NA | 12.35 | 24.83 | 24.83 | 24.83 | NA | NA | … | … | 5.44 | 23.17 | 4.67 | 22.01 | 3.45 | 7.87 | 2.39 | 7.38 | 8.57 | 5.22 | 5.55 | 6.89 | 13.36 | 9.16 | 16.72 | 33.99 | 5.97 | 6.92 | 3.66 | 5.47 | 2.89 | 2.25 | 3.32 |
| Yield(%) | NA | 2.88 | 2.72 | 3.10 | 3.23 | NA | NA | … | … | 0.50 | 2.37 | 2.11 | 3.08 | 2.85 | 4.20 | 0.33 | 2.57 | 6.80 | 4.39 | 3.73 | 2.75 | 2.83 | 2.92 | 3.72 | 4.42 | 4.78 | 4.58 | 2.87 | 3.40 | 4.40 | 7.22 | 5.59 |
Data as of 03/31/2023, 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 |
|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-6.81%
Feb 2006 – Feb 2009 |
-0.68%
Feb 2004 – Feb 2009 |
5.73%
Jan 2006 – Jan 2016 |
6.71%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
34.79%
Oct 2018 – Oct 2021 |
22.20%
Feb 2016 – Feb 2021 |
16.31%
Feb 2009 – Feb 2019 |
11.40%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart