Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NETGEAR 401K Strategic Asset Allocation – Optimal Moderate | NA | 21.99% | -1.72% | 3.66% | 4.07% | 5.80% | 5.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NETGEAR 401K 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 (%) | -1.21 | 21.99 | -1.72 | 3.66 | 4.07 | 5.80 | 5.62 | … | … | 0.27 | 2.72 | 8.55 | -17.34 | 2.68 | 20.43 | 16.49 | -5.40 | 9.31 | 7.32 | -2.52 | 2.37 | 10.66 | 13.24 | -0.72 | 15.37 | 31.53 | -28.18 | 10.92 | 11.05 | 9.56 | 13.21 | 27.43 | 0.43 | 9.49 |
| Sharpe Ratio | NA | -0.27 | -0.56 | 0.01 | 0.16 | NA | NA | … | … | 0.03 | -0.48 | 0.45 | -1.29 | 0.27 | 1.31 | 1.91 | -0.25 | 1.49 | 0.85 | -0.35 | 0.39 | 1.39 | 1.81 | -0.05 | 1.26 | 1.69 | -1.27 | 0.77 | 0.96 | 1.11 | 1.44 | 2.61 | -0.06 | 0.92 |
| Standard Deviation(%) | NA | 8.03 | 11.10 | 11.85 | 12.70 | NA | NA | … | … | 6.99 | 8.15 | 9.58 | 14.53 | 9.69 | 15.41 | 7.91 | 26.36 | 5.81 | 8.37 | 7.20 | 5.99 | 7.66 | 7.26 | 13.76 | 12.18 | 18.62 | 23.00 | 10.28 | 8.12 | 6.64 | 8.52 | 10.26 | 11.61 | 7.84 |
| Draw Down(%) | NA | 7.32 | 23.75 | 26.84 | 26.84 | NA | NA | … | … | 0.61 | 7.32 | 11.32 | 24.14 | 7.49 | 21.09 | 3.55 | 23.65 | 4.13 | 7.15 | 8.74 | 5.06 | 8.30 | 5.88 | 13.47 | 8.87 | 17.12 | 38.83 | 6.61 | 9.56 | 4.63 | 6.95 | 6.64 | 16.15 | 8.06 |
| Yield(%) | NA | 4.35 | 4.73 | 4.53 | 4.23 | NA | NA | … | … | NA | 0.67 | 4.23 | 4.40 | 4.68 | 3.75 | 5.33 | 5.95 | 0.30 | 3.29 | 6.16 | 4.07 | 3.35 | 4.00 | 2.70 | 2.94 | 2.91 | 3.45 | 6.25 | 4.15 | 3.38 | 4.54 | 4.35 | 3.67 | 5.40 |
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 |
|---|---|---|---|---|
| NETGEAR 401K Strategic Asset Allocation – Optimal Moderate |
-9.10%
Feb 2006 – Feb 2009 |
-1.28%
Feb 2004 – Feb 2009 |
2.49%
Oct 2013 – Oct 2023 |
3.33%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETGEAR 401K Strategic Asset Allocation – Optimal Moderate |
22.04%
Feb 2009 – Feb 2012 |
16.63%
Feb 2009 – Feb 2014 |
9.96%
Feb 2009 – Feb 2019 |
8.21%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart