Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEXANT 401K PLAN Tactical Asset Allocation Moderate | NA | -6.75% | 5.65% | 4.00% | 7.94% | 8.36% | NA | … | … |
Data as of 03/31/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXANT 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/27/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.01 | -6.75 | 5.65 | 4.00 | 7.94 | 8.36 | NA | … | … | -0.46 | -3.47 | 6.54 | 16.54 | 10.32 | -3.98 | 18.62 | 27.07 | -8.67 | 12.64 | 17.05 | 11.53 | 12.89 | 15.83 | -6.20 | -2.08 |
| Sharpe Ratio | NA | -0.71 | 0.53 | 0.39 | 0.77 | NA | NA | … | … | -0.06 | -0.36 | 0.76 | 2.06 | 1.16 | -0.26 | 1.60 | 2.73 | -1.52 | 0.89 | 1.57 | 1.36 | 1.30 | 1.71 | -1.14 | -0.60 |
| Standard Deviation(%) | NA | 10.17 | 8.92 | 10.44 | 10.06 | NA | NA | … | … | 9.14 | 9.69 | 8.64 | 8.00 | 8.87 | 15.59 | 11.57 | 9.86 | 6.33 | 10.83 | 8.77 | 6.86 | 9.22 | 8.88 | 6.41 | 7.35 |
| Draw Down(%) | NA | 12.62 | 14.76 | 16.88 | 17.97 | NA | NA | … | … | 6.35 | 12.53 | 5.99 | 4.72 | 6.85 | 17.97 | 9.81 | 5.74 | 13.14 | 7.55 | 10.94 | 5.56 | 11.31 | 6.76 | 9.03 | 12.45 |
| Yield(%) | NA | 5.06 | 3.98 | 4.34 | 4.22 | NA | NA | … | … | 0.51 | 5.16 | 3.63 | 3.37 | 3.66 | 6.53 | 2.95 | 4.07 | 4.88 | 5.97 | 2.86 | 3.30 | 3.06 | 3.40 | 5.29 | 5.45 |
Data as of 03/31/2016, 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 |
|---|---|---|---|---|
| NEXANT 401K PLAN Tactical Asset Allocation Moderate |
2.84%
Aug 2001 – Aug 2004 |
3.45%
Feb 2011 – Feb 2016 |
7.75%
Jan 2006 – Jan 2016 |
7.57%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXANT 401K PLAN Tactical Asset Allocation Moderate |
18.18%
Oct 2004 – Oct 2007 |
14.62%
Oct 2002 – Oct 2007 |
11.58%
Mar 2003 – Mar 2013 |
8.44%
May 2001 – May 2016 |
Annualized Rolling Returns Comparison Chart