Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | NA | 33.49% | 12.93% | 13.40% | 9.93% | 9.83% | 8.89% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ainslie Group 401(k) Profit Sharing 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 (%) | -0.62 | 33.49 | 12.93 | 13.40 | 9.93 | 9.83 | 8.89 | … | … | 0.55 | 19.19 | 23.60 | -4.92 | 10.99 | 16.85 | 16.64 | -1.87 | 12.58 | 7.71 | 1.17 | 4.42 | 13.43 | 10.87 | 0.61 | 14.12 | 25.91 | -24.11 | 11.22 | 14.30 | 10.08 | 12.74 | 23.10 | -3.32 | 1.90 |
| Sharpe Ratio | NA | 2.04 | 0.93 | 0.89 | 0.86 | NA | NA | … | … | 0.08 | 1.84 | 2.48 | -0.54 | 1.25 | 0.91 | 2.23 | -0.37 | 2.66 | 0.94 | 0.14 | 0.69 | 2.06 | 1.41 | 0.04 | 1.31 | 1.42 | -1.09 | 0.77 | 1.63 | 1.26 | 1.67 | 2.93 | -0.42 | -0.05 |
| Standard Deviation(%) | NA | 6.78 | 9.00 | 11.45 | 9.60 | NA | NA | … | … | 6.16 | 6.84 | 7.81 | 11.60 | 8.75 | 18.32 | 6.83 | 8.65 | 4.50 | 7.96 | 7.89 | 6.41 | 6.51 | 7.65 | 13.75 | 10.71 | 18.19 | 22.99 | 10.70 | 6.78 | 6.30 | 7.09 | 7.64 | 10.44 | 8.05 |
| Draw Down(%) | NA | 4.52 | 12.66 | 21.62 | 21.62 | NA | NA | … | … | 0.42 | 4.52 | 4.71 | 12.87 | 5.97 | 21.62 | 3.28 | 10.41 | 1.92 | 7.02 | 8.10 | 4.72 | 5.68 | 6.38 | 11.94 | 7.55 | 17.09 | 35.10 | 9.13 | 8.37 | 4.07 | 7.20 | 7.81 | 14.87 | 11.41 |
| Yield(%) | NA | 15.40 | 11.28 | 7.87 | 5.69 | NA | NA | … | … | NA | 4.51 | 14.67 | 7.76 | 6.30 | 3.04 | 2.33 | 2.94 | 0.72 | 2.49 | 6.59 | 5.23 | 3.37 | 1.88 | 2.75 | 2.07 | 1.95 | 3.35 | 7.29 | 14.99 | 10.94 | 7.19 | 2.33 | 2.34 | 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 |
|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
-6.42%
Feb 2006 – Feb 2009 |
0.49%
Feb 2004 – Feb 2009 |
5.25%
Oct 2007 – Oct 2017 |
5.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
24.91%
Sep 2022 – Sep 2025 |
16.84%
Mar 2020 – Mar 2025 |
12.38%
Sep 2015 – Sep 2025 |
10.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart