Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| APX 401k Plan Tactical Asset Allocation Moderate | NA | -6.95% | 4.79% | 4.61% | 4.49% | 4.88% | 6.25% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| APX 401k Plan Tactical Asset Allocation 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 (%) | 2.12 | -6.95 | 4.79 | 4.61 | 4.49 | 4.88 | 6.25 | … | … | 6.62 | -18.08 | 8.76 | 17.94 | 17.28 | -5.26 | 12.56 | 5.21 | -5.62 | 2.01 | 14.56 | 5.62 | -0.81 | 6.00 | 16.13 | -0.52 | 7.67 | 13.00 | 5.39 | 10.31 | 16.45 | 1.45 | 6.54 |
| Sharpe Ratio | NA | -0.26 | 0.26 | 0.31 | 0.44 | NA | NA | … | … | 0.56 | -1.30 | 1.01 | 1.74 | 2.49 | -0.87 | 2.81 | 1.17 | -1.03 | 0.34 | 2.27 | 1.15 | -0.09 | 0.58 | 2.13 | -0.36 | 0.53 | 1.37 | 0.61 | 1.28 | 3.14 | 0.08 | 1.16 |
| Standard Deviation(%) | NA | 12.95 | 11.46 | 9.97 | 8.11 | NA | NA | … | … | 8.45 | 14.95 | 8.65 | 10.18 | 6.39 | 7.58 | 4.25 | 4.29 | 5.50 | 5.89 | 6.41 | 4.84 | 9.78 | 10.23 | 7.54 | 3.97 | 8.79 | 7.10 | 5.30 | 7.34 | 5.02 | 4.37 | 3.66 |
| Draw Down(%) | NA | 13.44 | 25.85 | 25.85 | 25.85 | NA | NA | … | … | 5.44 | 24.05 | 4.78 | 10.57 | 3.40 | 11.71 | 2.03 | 2.90 | 8.85 | 5.72 | 5.01 | 4.29 | 10.02 | 9.42 | 3.44 | 3.37 | 6.36 | 7.94 | 3.98 | 5.74 | 3.29 | 5.57 | 2.77 |
| Yield(%) | NA | 3.02 | 2.95 | 2.87 | 2.30 | NA | NA | … | … | 0.51 | 2.51 | 1.97 | 4.22 | 2.97 | 2.26 | 0.23 | 2.24 | 2.09 | 1.77 | 2.76 | 4.36 | 1.27 | 4.21 | 4.72 | 2.88 | 3.78 | 2.88 | 2.36 | 2.98 | 3.35 | 5.29 | 6.65 |
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 |
|---|---|---|---|---|
| APX 401k Plan Tactical Asset Allocation Moderate |
0.43%
Dec 2013 – Dec 2016 |
1.55%
Dec 2013 – Dec 2018 |
3.73%
Sep 2012 – Sep 2022 |
4.12%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| APX 401k Plan Tactical Asset Allocation Moderate |
14.58%
Dec 2018 – Dec 2021 |
11.40%
Oct 2002 – Oct 2007 |
8.66%
Apr 2001 – Apr 2011 |
7.22%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart