Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apollo Education 401k Plan Tactical Asset Allocation Moderate | NA | 34.84% | 13.78% | 12.96% | 9.78% | 10.14% | 10.09% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apollo Education 401k 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 (%) | -0.78 | 34.84 | 13.78 | 12.96 | 9.78 | 10.14 | 10.09 | … | … | 0.90 | 18.00 | 30.73 | -6.07 | 8.80 | 13.31 | 20.38 | -4.52 | 14.98 | 4.62 | 0.52 | 3.07 | 18.46 | 13.36 | 1.86 | 12.12 | 21.82 | 2.58 | 13.59 | 10.39 | 3.83 | 14.76 | 11.49 | 1.88 | 2.55 |
| Sharpe Ratio | NA | 1.35 | 1.00 | 0.82 | 0.76 | NA | NA | … | … | 0.08 | 1.13 | 3.16 | -0.59 | 0.80 | 0.77 | 2.99 | -0.57 | 2.78 | 0.52 | 0.05 | 0.37 | 2.46 | 1.69 | 0.12 | 1.04 | 2.04 | 54.61 | 0.81 | 0.73 | 0.23 | 1.67 | 1.81 | 0.23 | 0.08 |
| Standard Deviation(%) | NA | 9.96 | 10.48 | 12.19 | 10.33 | NA | NA | … | … | 10.39 | 10.07 | 8.37 | 12.62 | 11.00 | 17.00 | 6.34 | 10.21 | 5.16 | 8.50 | 9.07 | 8.18 | 7.50 | 7.88 | 15.49 | 11.58 | 10.63 | 0.03 | 13.14 | 9.70 | 7.29 | 8.26 | 5.95 | 3.36 | 2.93 |
| Draw Down(%) | NA | 6.76 | 12.05 | 19.15 | 19.15 | NA | NA | … | … | 0.78 | 6.76 | 4.76 | 14.50 | 7.70 | 19.15 | 2.38 | 12.98 | 2.49 | 7.31 | 9.22 | 7.38 | 6.94 | 5.81 | 13.37 | 8.60 | 4.96 | 0.00 | 9.73 | 13.56 | 5.62 | 9.35 | 4.66 | 2.62 | 2.99 |
| Yield(%) | NA | 14.34 | 11.42 | 9.45 | 7.67 | NA | NA | … | … | NA | 8.05 | 13.38 | 7.14 | 5.97 | 7.12 | 9.44 | 3.68 | 8.52 | 5.39 | 5.13 | 5.54 | 6.76 | 4.76 | 2.04 | 4.02 | 3.33 | 2.55 | 5.40 | 5.30 | 3.99 | 6.25 | 5.46 | 5.00 | 3.84 |
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 |
|---|---|---|---|---|
| Apollo Education 401k Plan Tactical Asset Allocation Moderate |
2.51%
Feb 2014 – Feb 2017 |
3.54%
Dec 2013 – Dec 2018 |
6.27%
Sep 2012 – Sep 2022 |
7.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apollo Education 401k Plan Tactical Asset Allocation Moderate |
25.78%
Sep 2022 – Sep 2025 |
16.34%
Oct 2020 – Oct 2025 |
11.73%
Sep 2015 – Sep 2025 |
10.82%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart