Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.35% | 1.61% | 5.93% | 6.31% | 7.73% | 7.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THINK FINANCE 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 (%) | -1.14 | 24.35 | 1.61 | 5.93 | 6.31 | 7.73 | 7.07 | … | … | 0.54 | 8.52 | 13.77 | -15.88 | 3.73 | 22.02 | 15.18 | -6.00 | 16.05 | 9.43 | -0.39 | 4.20 | 12.48 | 15.80 | 0.11 | 15.74 | 31.66 | -27.28 | 12.06 | 8.79 | 9.73 | 11.46 | 22.01 | -3.63 | -3.51 |
| Sharpe Ratio | NA | 0.45 | -0.20 | 0.27 | 0.45 | NA | NA | … | … | 0.06 | 0.24 | 1.16 | -1.22 | 0.40 | 1.27 | 1.72 | -0.74 | 3.59 | 1.07 | -0.06 | 0.65 | 1.77 | 2.09 | 0.01 | 1.36 | 1.73 | -1.29 | 0.91 | 0.72 | 1.14 | 1.43 | 2.16 | -0.42 | -0.43 |
| Standard Deviation(%) | NA | 7.96 | 10.50 | 11.95 | 10.09 | NA | NA | … | … | 8.43 | 8.02 | 8.17 | 14.11 | 9.18 | 17.22 | 8.00 | 9.83 | 4.30 | 8.58 | 7.30 | 6.42 | 7.02 | 7.55 | 14.67 | 11.55 | 18.26 | 21.86 | 10.01 | 7.63 | 6.64 | 7.36 | 9.87 | 11.20 | 13.59 |
| Draw Down(%) | NA | 5.66 | 21.75 | 24.46 | 24.46 | NA | NA | … | … | 0.71 | 5.66 | 7.96 | 22.37 | 6.66 | 20.47 | 4.31 | 13.38 | 1.65 | 6.34 | 8.23 | 4.77 | 7.02 | 5.68 | 14.08 | 8.06 | 17.02 | 35.88 | 6.37 | 8.04 | 3.99 | 5.19 | 6.49 | 11.88 | 17.32 |
| Yield(%) | NA | 4.09 | 4.56 | 5.68 | 5.34 | NA | NA | … | … | NA | 0.86 | 3.93 | 3.86 | 5.24 | 10.84 | 3.57 | 7.41 | 3.83 | 3.07 | 4.91 | 6.05 | 3.92 | 4.31 | 2.42 | 3.90 | 3.60 | 3.82 | 5.80 | 8.99 | 2.69 | 2.53 | 2.25 | 4.60 | 3.26 |
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 |
|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.42%
Feb 2006 – Feb 2009 |
-1.32%
Feb 2004 – Feb 2009 |
4.65%
Oct 2013 – Oct 2023 |
4.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
22.62%
Feb 2009 – Feb 2012 |
17.78%
Feb 2009 – Feb 2014 |
11.55%
Feb 2009 – Feb 2019 |
9.64%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart