Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.69% | 1.66% | 5.71% | 5.36% | 6.87% | 6.38% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 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 (%) | -0.97 | 24.69 | 1.66 | 5.71 | 5.36 | 6.87 | 6.38 | … | … | 0.15 | 6.68 | 11.94 | -13.54 | 2.44 | 17.97 | 17.41 | -4.37 | 6.68 | 6.72 | 2.00 | 2.86 | 16.30 | 13.86 | -2.45 | 15.43 | 24.17 | -24.94 | 10.23 | 11.40 | 9.69 | 12.60 | 25.11 | -3.56 | 5.05 |
| Sharpe Ratio | NA | 0.12 | -0.24 | 0.17 | 0.32 | NA | NA | … | … | 0.01 | 0.01 | 0.84 | -1.04 | 0.27 | 0.96 | 2.15 | -0.51 | 1.03 | 0.73 | 0.27 | 0.45 | 2.22 | 1.69 | -0.17 | 1.26 | 1.42 | -1.16 | 0.73 | 1.01 | 1.24 | 1.49 | 2.88 | -0.42 | 0.28 |
| Standard Deviation(%) | NA | 8.92 | 11.17 | 12.59 | 10.68 | NA | NA | … | … | 8.68 | 9.02 | 9.19 | 14.42 | 8.86 | 18.39 | 7.44 | 11.23 | 5.89 | 8.93 | 7.43 | 6.38 | 7.32 | 8.17 | 14.87 | 12.15 | 16.92 | 22.31 | 9.93 | 8.05 | 6.07 | 7.83 | 8.49 | 11.06 | 9.92 |
| Draw Down(%) | NA | 7.30 | 20.51 | 22.72 | 22.72 | NA | NA | … | … | 0.83 | 7.26 | 8.38 | 20.77 | 5.83 | 22.72 | 3.37 | 11.85 | 5.68 | 7.76 | 6.48 | 4.99 | 6.03 | 6.71 | 15.38 | 8.57 | 17.89 | 36.17 | 6.66 | 8.30 | 3.52 | 6.60 | 7.84 | 16.69 | 12.12 |
| Yield(%) | NA | 3.99 | 3.49 | 4.13 | 4.90 | NA | NA | … | … | NA | 0.72 | 3.78 | 3.94 | 1.82 | 6.43 | 3.76 | 11.74 | 0.80 | 2.75 | 8.44 | 5.15 | 4.15 | 3.88 | 2.28 | 4.77 | 3.01 | 4.14 | 5.23 | 4.98 | 4.46 | 3.86 | 3.15 | 4.21 | 5.21 |
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 |
|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.42%
Feb 2006 – Feb 2009 |
-0.52%
Feb 2004 – Feb 2009 |
3.58%
Oct 2013 – Oct 2023 |
4.08%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.36%
Feb 2009 – Feb 2012 |
16.20%
Feb 2009 – Feb 2014 |
9.95%
Feb 2009 – Feb 2019 |
8.62%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart