Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Insperity 401 K Plan Tactical Asset Allocation Moderate | NA | 21.24% | 3.42% | 9.63% | 7.46% | 8.81% | 9.99% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Insperity 401 K Plan Tactical Asset Allocation 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 (%) | -1.08 | 21.24 | 3.42 | 9.63 | 7.46 | 8.81 | 9.99 | … | … | 0.36 | 2.73 | 14.86 | -14.05 | 18.53 | 20.82 | 19.80 | -7.51 | 11.15 | 7.74 | -1.11 | 3.87 | 17.97 | 11.86 | 4.91 | 14.59 | 26.26 | 4.37 | 11.75 | 19.50 | 7.11 | 14.75 | 24.63 | 5.00 | 5.13 |
| Sharpe Ratio | NA | -0.22 | -0.24 | 0.37 | 0.41 | NA | NA | … | … | 0.04 | -0.34 | 1.24 | -1.11 | 1.57 | 0.92 | 2.72 | -0.78 | 1.92 | 0.82 | -0.12 | 0.47 | 2.45 | 1.49 | 0.33 | 1.24 | 2.26 | 0.44 | 0.87 | 1.93 | 0.66 | 1.58 | 3.84 | 0.76 | 0.50 |
| Standard Deviation(%) | NA | 11.09 | 11.41 | 14.35 | 11.87 | NA | NA | … | … | 8.22 | 11.20 | 8.53 | 13.88 | 11.76 | 22.32 | 6.75 | 11.28 | 5.48 | 9.18 | 9.58 | 8.15 | 7.31 | 7.94 | 14.99 | 11.74 | 11.57 | 7.77 | 10.07 | 8.41 | 7.53 | 8.74 | 6.23 | 5.12 | 5.66 |
| Draw Down(%) | NA | 9.24 | 17.29 | 26.26 | 26.26 | NA | NA | … | … | 0.73 | 9.19 | 6.57 | 18.80 | 6.27 | 26.26 | 2.74 | 15.48 | 2.53 | 9.00 | 9.12 | 5.37 | 6.54 | 6.01 | 12.71 | 7.67 | 4.64 | 5.59 | 7.89 | 7.10 | 5.25 | 10.81 | 4.69 | 2.82 | 4.13 |
| Yield(%) | NA | 7.02 | 5.57 | 5.52 | 6.40 | NA | NA | … | … | NA | 1.56 | 7.06 | 2.06 | 7.74 | 6.76 | 5.06 | 9.70 | 3.78 | 9.72 | 8.50 | 5.32 | 5.04 | 2.71 | 2.99 | 3.78 | 4.53 | 10.79 | 4.99 | 5.80 | 5.22 | 5.77 | 5.78 | 5.70 | 7.74 |
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 |
|---|---|---|---|---|
| Insperity 401 K Plan Tactical Asset Allocation Moderate |
0.47%
Mar 2017 – Mar 2020 |
1.75%
Mar 2015 – Mar 2020 |
5.86%
Mar 2010 – Mar 2020 |
7.93%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Insperity 401 K Plan Tactical Asset Allocation Moderate |
19.72%
Dec 2018 – Dec 2021 |
16.68%
Feb 2003 – Feb 2008 |
14.57%
Apr 2003 – Apr 2013 |
12.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart