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 Strategic Asset Allocation – Optimal Moderate | NA | 30.97% | 10.79% | 10.62% | 7.36% | 7.71% | 6.77% | … | … |
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 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 (%) | -0.80 | 30.97 | 10.79 | 10.62 | 7.36 | 7.71 | 6.77 | … | … | 0.63 | 14.41 | 22.28 | -6.28 | 6.20 | 16.01 | 14.40 | -4.63 | 9.11 | 2.74 | 0.44 | 2.90 | 13.16 | 10.43 | -2.48 | 13.11 | 28.31 | -28.12 | 7.78 | 12.38 | 9.06 | 11.71 | 17.76 | -8.18 | 5.48 |
| Sharpe Ratio | NA | 1.28 | 0.64 | 0.66 | 0.56 | NA | NA | … | … | 0.08 | 1.06 | 2.35 | -0.61 | 0.68 | 0.89 | 1.76 | -0.65 | 1.65 | 0.30 | 0.05 | 0.42 | 1.89 | 1.33 | -0.17 | 1.09 | 1.51 | -1.26 | 0.48 | 1.31 | 1.16 | 1.51 | 1.73 | -0.76 | 0.37 |
| Standard Deviation(%) | NA | 7.27 | 9.47 | 11.53 | 9.84 | NA | NA | … | … | 6.71 | 7.35 | 7.68 | 12.47 | 9.07 | 17.69 | 7.36 | 9.12 | 5.14 | 8.45 | 8.44 | 6.92 | 6.96 | 7.80 | 14.52 | 11.95 | 18.67 | 23.10 | 9.97 | 6.93 | 5.92 | 7.15 | 9.88 | 12.28 | 8.67 |
| Draw Down(%) | NA | 5.72 | 14.22 | 20.87 | 20.87 | NA | NA | … | … | 0.48 | 5.72 | 4.99 | 14.68 | 6.06 | 20.87 | 3.53 | 11.59 | 4.18 | 8.64 | 8.17 | 5.14 | 5.79 | 6.83 | 14.38 | 8.35 | 16.49 | 36.17 | 6.63 | 7.57 | 4.00 | 5.03 | 7.47 | 16.16 | 10.01 |
| Yield(%) | NA | 14.28 | 10.61 | 7.99 | 5.33 | NA | NA | … | … | NA | 4.44 | 13.64 | 7.15 | 5.76 | 5.23 | 2.94 | 2.75 | 0.78 | 2.63 | 4.10 | 3.21 | 4.38 | 2.15 | 1.70 | 1.60 | 1.93 | 2.70 | 10.62 | 9.86 | 5.23 | 4.92 | 2.25 | 2.26 | 6.38 |
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 Strategic Asset Allocation – Optimal Moderate |
-9.22%
Feb 2006 – Feb 2009 |
-1.97%
Feb 2004 – Feb 2009 |
3.71%
Oct 2007 – Oct 2017 |
3.49%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apollo Education 401k Plan Strategic Asset Allocation – Optimal Moderate |
22.33%
Sep 2022 – Sep 2025 |
15.21%
Feb 2009 – Feb 2014 |
9.37%
Sep 2015 – Sep 2025 |
9.13%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart