Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANSOFT CORPORATION 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 10.52% | 9.66% | 8.69% | 10.18% | 10.63% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANSOFT CORPORATION 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.54 | 10.52 | 9.66 | 8.69 | 10.18 | 10.63 | NA | … | … | 0.37 | 13.55 | 7.40 | 0.48 | 8.56 | 16.90 | 15.82 | 0.75 | 14.01 | 19.71 | 3.08 | 10.60 | 14.27 | 9.20 | 12.43 | 12.55 | -4.54 | -1.30 |
| Sharpe Ratio | NA | 0.11 | 0.89 | 0.80 | 1.08 | NA | NA | … | … | -0.09 | 3.05 | 0.88 | 0.05 | 1.11 | 2.32 | 2.13 | 0.05 | 1.40 | 2.12 | 0.36 | 0.83 | 1.40 | 1.13 | 1.50 | 1.69 | -0.83 | -0.48 |
| Standard Deviation(%) | NA | 8.08 | 7.28 | 7.71 | 9.00 | NA | NA | … | … | 8.54 | 4.23 | 8.14 | 9.31 | 7.72 | 7.27 | 7.40 | 14.91 | 9.96 | 9.26 | 5.96 | 9.14 | 7.85 | 6.22 | 7.66 | 7.03 | 6.83 | 7.49 |
| Draw Down(%) | NA | 7.06 | 8.76 | 9.95 | 14.08 | NA | NA | … | … | 7.06 | 1.64 | 7.10 | 8.49 | 4.82 | 5.55 | 5.22 | 14.08 | 7.84 | 4.20 | 5.01 | 6.23 | 8.69 | 4.17 | 5.81 | 5.56 | 8.97 | 11.47 |
| Yield(%) | NA | 3.89 | 4.09 | 4.41 | 4.67 | NA | NA | … | … | 0.89 | 4.44 | 2.97 | 6.82 | 4.43 | 4.53 | 6.13 | 2.87 | 4.28 | 5.65 | 9.12 | 5.66 | 3.36 | 2.78 | 3.04 | 3.36 | 5.40 | 7.24 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| ANSOFT CORPORATION 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
3.47%
Sep 2001 – Sep 2004 |
6.33%
Oct 2013 – Oct 2018 |
8.30%
Sep 2001 – Sep 2011 |
8.46%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANSOFT CORPORATION 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.81%
Sep 2011 – Sep 2014 |
13.93%
Feb 2009 – Feb 2014 |
12.01%
Sep 2003 – Sep 2013 |
10.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart