Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate | NA | 28.26% | 1.74% | 5.31% | 2.83% | 5.48% | 5.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLINA 401K RETIREMENT 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 (%) | -1.09 | 28.26 | 1.74 | 5.31 | 2.83 | 5.48 | 5.29 | … | … | 0.61 | 11.65 | 9.92 | -14.65 | 3.93 | 18.61 | 11.91 | -24.43 | 9.93 | 4.55 | 1.63 | 6.29 | 17.21 | 15.65 | -1.98 | 13.70 | 27.28 | -26.26 | 14.37 | 7.94 | 9.13 | 11.42 | 17.86 | -6.47 | 3.76 |
| Sharpe Ratio | NA | 0.71 | -0.18 | 0.23 | 0.07 | NA | NA | … | … | 0.09 | 0.55 | 0.65 | -1.24 | 0.42 | 1.03 | 1.38 | -1.07 | 2.04 | 0.52 | 0.18 | 0.91 | 2.55 | 2.08 | -0.13 | 1.17 | 1.47 | -1.10 | 1.15 | 0.66 | 1.10 | 1.52 | 1.96 | -0.62 | 0.15 |
| Standard Deviation(%) | NA | 9.07 | 10.41 | 12.12 | 12.42 | NA | NA | … | … | 6.36 | 9.15 | 8.71 | 12.89 | 9.32 | 17.90 | 7.62 | 24.17 | 4.56 | 8.35 | 8.77 | 6.89 | 6.73 | 7.51 | 14.94 | 11.64 | 18.54 | 24.74 | 9.93 | 7.10 | 6.32 | 6.89 | 8.74 | 12.25 | 9.79 |
| Draw Down(%) | NA | 5.87 | 19.11 | 22.52 | 33.98 | NA | NA | … | … | 0.49 | 5.87 | 7.94 | 20.09 | 6.12 | 21.16 | 5.31 | 30.25 | 2.32 | 8.01 | 8.15 | 5.26 | 5.75 | 5.75 | 15.88 | 8.36 | 17.95 | 38.48 | 6.13 | 6.97 | 3.70 | 4.81 | 6.76 | 17.96 | 10.90 |
| Yield(%) | NA | 3.82 | 4.60 | 4.96 | 4.44 | NA | NA | … | … | NA | 0.76 | 3.59 | 4.65 | 4.90 | 6.35 | 4.59 | 4.85 | 0.56 | 3.24 | 6.36 | 4.59 | 4.74 | 4.34 | 2.19 | 3.83 | 3.35 | 4.39 | 5.30 | 5.55 | 4.03 | 3.68 | 2.81 | 3.18 | 5.52 |
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 |
|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
-7.12%
Feb 2006 – Feb 2009 |
-3.23%
Sep 2017 – Sep 2022 |
1.13%
Oct 2013 – Oct 2023 |
2.81%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
19.57%
Feb 2009 – Feb 2012 |
17.09%
Feb 2009 – Feb 2014 |
8.71%
Mar 2003 – Mar 2013 |
8.25%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart