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 Strategic Asset Allocation – Optimal Moderate | NA | -2.88% | 4.92% | 5.14% | 8.74% | 6.83% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANSOFT CORPORATION 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.35 | -2.88 | 4.92 | 5.14 | 8.74 | 6.83 | NA | … | … | -4.01 | 12.19 | 5.40 | 3.75 | 5.53 | 16.46 | 14.10 | -2.54 | 13.43 | 24.52 | -23.99 | 10.72 | 11.48 | 8.22 | 9.82 | 20.34 | -8.59 | -3.58 |
| Sharpe Ratio | NA | -0.65 | 0.50 | 0.53 | 0.81 | NA | NA | … | … | -0.65 | 2.75 | 0.61 | 0.41 | 0.84 | 2.29 | 1.77 | -0.17 | 1.16 | 1.44 | -1.11 | 0.87 | 1.15 | 1.08 | 1.29 | 2.31 | -0.82 | -0.50 |
| Standard Deviation(%) | NA | 8.21 | 7.23 | 7.49 | 10.20 | NA | NA | … | … | 8.21 | 4.21 | 8.46 | 9.01 | 6.57 | 7.17 | 7.92 | 14.95 | 11.55 | 16.99 | 22.45 | 8.88 | 7.10 | 5.62 | 6.88 | 8.52 | 11.86 | 11.76 |
| Draw Down(%) | NA | 9.87 | 9.87 | 9.87 | 18.48 | NA | NA | … | … | 9.87 | 1.80 | 7.97 | 7.89 | 5.15 | 6.36 | 6.29 | 15.41 | 9.44 | 18.48 | 34.44 | 5.82 | 7.17 | 3.53 | 5.30 | 7.02 | 16.28 | 15.91 |
| Yield(%) | NA | 2.93 | 2.25 | 4.00 | 4.09 | NA | NA | … | … | 2.91 | 0.38 | 3.38 | 8.15 | 5.21 | 4.15 | 4.50 | 3.05 | 4.35 | 4.37 | 4.78 | 5.83 | 3.67 | 2.74 | 3.10 | 3.03 | 3.69 | 3.76 |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate |
-6.76%
Feb 2006 – Feb 2009 |
-0.88%
Feb 2004 – Feb 2009 |
5.38%
Dec 2001 – Dec 2011 |
5.70%
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 Strategic Asset Allocation – Optimal Moderate |
18.49%
Feb 2009 – Feb 2012 |
16.10%
Feb 2009 – Feb 2014 |
9.22%
Nov 2008 – Nov 2018 |
8.37%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart