Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INSPERITY 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 20.48% | 2.16% | 19.59% | 11.81% | 11.22% | 9.63% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INSPERITY 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 (%) | -1.23 | 20.48 | 2.16 | 19.59 | 11.81 | 11.22 | 9.63 | … | … | 0.39 | 3.43 | 15.97 | -15.48 | 10.90 | 109.77 | 16.76 | -6.58 | 5.17 | 6.79 | 0.73 | 4.89 | 14.79 | 13.29 | 0.48 | 12.37 | 25.32 | -22.68 | 7.72 | 11.91 | 8.57 | 16.48 | 26.58 | 1.55 | 13.71 |
| Sharpe Ratio | NA | -0.27 | -0.29 | 0.56 | 0.45 | NA | NA | … | … | 0.07 | -0.38 | 1.28 | -1.19 | 1.15 | 1.79 | 1.92 | -0.76 | 0.80 | 0.78 | 0.07 | 0.73 | 2.08 | 1.81 | 0.03 | 1.05 | 1.44 | -1.08 | 0.49 | 1.22 | 0.95 | 1.96 | 3.31 | 0.04 | 1.45 |
| Standard Deviation(%) | NA | 8.25 | 10.85 | 29.06 | 21.45 | NA | NA | … | … | 4.74 | 8.30 | 9.16 | 14.15 | 9.42 | 61.28 | 7.98 | 10.39 | 5.70 | 8.47 | 10.33 | 6.67 | 7.09 | 7.30 | 15.01 | 11.72 | 17.47 | 21.94 | 9.73 | 7.11 | 6.76 | 7.93 | 7.82 | 10.25 | 7.85 |
| Draw Down(%) | NA | 7.73 | 21.06 | 24.59 | 24.69 | NA | NA | … | … | 0.33 | 7.71 | 7.75 | 21.44 | 6.14 | 24.59 | 3.51 | 14.50 | 4.84 | 8.91 | 7.99 | 5.31 | 6.17 | 5.86 | 15.20 | 9.51 | 16.17 | 36.02 | 6.32 | 7.21 | 4.47 | 7.77 | 5.15 | 13.14 | 7.86 |
| Yield(%) | NA | 8.06 | 5.45 | 5.49 | 5.81 | NA | NA | … | … | NA | 1.21 | 7.65 | 4.39 | 3.47 | 7.25 | 2.43 | 9.98 | 0.56 | 4.09 | 13.10 | 3.35 | 4.10 | 2.73 | 2.35 | 2.12 | 2.25 | 4.83 | 6.48 | 5.12 | 4.58 | 4.99 | 4.54 | 4.56 | 4.40 |
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 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.11%
Feb 2006 – Feb 2009 |
-0.01%
Feb 2004 – Feb 2009 |
4.42%
Mar 2010 – Mar 2020 |
4.98%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INSPERITY 401K PLAN Strategic Asset Allocation – Optimal Moderate |
39.53%
Dec 2018 – Dec 2021 |
23.74%
Mar 2020 – Mar 2025 |
15.03%
Sep 2011 – Sep 2021 |
12.93%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart