Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 31.98% | 6.21% | 9.37% | 6.84% | 7.18% | 7.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTHINC INC. 401K 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 (%) | -0.81 | 31.98 | 6.21 | 9.37 | 6.84 | 7.18 | 7.24 | … | … | 0.64 | 13.10 | 23.20 | -13.62 | 3.82 | 18.29 | 17.54 | -6.78 | 12.23 | 3.06 | 0.20 | 2.46 | 11.20 | 12.06 | -0.23 | 9.53 | 27.53 | -26.20 | 15.85 | 14.49 | 11.49 | 17.09 | 25.66 | -5.27 | -2.58 |
| Sharpe Ratio | NA | 0.96 | 0.30 | 0.19 | 0.23 | NA | NA | … | … | 0.09 | 0.75 | 2.28 | -1.03 | 0.06 | 1.00 | 2.21 | -0.88 | 2.41 | 0.32 | 0.02 | 0.36 | 1.59 | 1.48 | -0.02 | 0.82 | 1.65 | -1.22 | 1.19 | 1.23 | 1.34 | 2.08 | 3.57 | -0.66 | -0.51 |
| Standard Deviation(%) | NA | 8.62 | 10.90 | 29.68 | 21.71 | NA | NA | … | … | 6.60 | 8.72 | 8.31 | 14.50 | 61.03 | 18.09 | 7.32 | 9.22 | 4.81 | 9.07 | 8.42 | 6.74 | 7.03 | 8.11 | 14.52 | 11.46 | 16.60 | 22.23 | 10.85 | 9.15 | 6.96 | 7.77 | 7.00 | 9.68 | 9.63 |
| Draw Down(%) | NA | 7.23 | 18.53 | 36.52 | 36.52 | NA | NA | … | … | 0.43 | 7.23 | 5.27 | 19.93 | 25.14 | 20.48 | 3.62 | 12.64 | 2.85 | 6.32 | 8.34 | 5.52 | 6.56 | 6.53 | 13.24 | 8.72 | 15.02 | 36.18 | 6.87 | 10.42 | 5.11 | 6.70 | 6.81 | 18.30 | 18.07 |
| Yield(%) | NA | 16.65 | 10.26 | 7.56 | 4.98 | NA | NA | … | … | NA | 4.52 | 15.81 | 6.00 | 3.87 | 5.51 | 1.28 | 3.08 | 0.53 | 1.23 | 4.00 | 3.34 | 2.06 | 2.03 | 1.86 | 1.13 | 1.21 | 3.56 | 5.61 | 7.17 | 4.14 | 4.74 | 3.28 | 2.34 | 2.95 |
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 |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-5.11%
Feb 2006 – Feb 2009 |
1.76%
Sep 2017 – Sep 2022 |
3.89%
Sep 2012 – Sep 2022 |
3.50%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
22.06%
Mar 2003 – Mar 2006 |
17.69%
Oct 2002 – Oct 2007 |
10.50%
Mar 2003 – Mar 2013 |
8.67%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart