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 Strategic Asset Allocation – Optimal Moderate | NA | 21.23% | 0.73% | 24.51% | 14.42% | 12.51% | 10.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEXANT 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 (%) | -1.00 | 21.23 | 0.73 | 24.51 | 14.42 | 12.51 | 10.82 | … | … | 0.21 | 3.69 | 13.89 | -16.29 | 5.91 | 165.21 | 22.87 | -4.65 | 15.09 | 2.44 | -2.87 | 2.18 | 14.49 | 10.81 | -5.98 | 16.51 | 36.39 | -32.23 | 10.48 | 16.38 | 11.56 | 12.69 | 27.19 | -11.28 | -1.14 |
| Sharpe Ratio | NA | -0.17 | -0.34 | 0.53 | 0.46 | NA | NA | … | … | 0.03 | -0.31 | 1.08 | -1.17 | 0.61 | 2.02 | 3.09 | -0.59 | 3.05 | 0.27 | -0.32 | 0.29 | 1.87 | 1.20 | -0.38 | 1.30 | 1.92 | -1.37 | 0.72 | 1.64 | 1.40 | 1.47 | 2.81 | -1.06 | -0.28 |
| Standard Deviation(%) | NA | 9.28 | 11.45 | 37.92 | 27.40 | NA | NA | … | … | 5.92 | 9.37 | 8.89 | 15.05 | 9.66 | 81.58 | 6.94 | 10.16 | 4.73 | 8.44 | 9.14 | 7.39 | 7.72 | 8.93 | 15.83 | 12.59 | 18.87 | 24.18 | 10.42 | 7.98 | 6.70 | 7.99 | 9.44 | 11.64 | 12.21 |
| Draw Down(%) | NA | 7.23 | 21.69 | 23.75 | 23.75 | NA | NA | … | … | 0.53 | 7.23 | 9.21 | 22.37 | 6.50 | 23.75 | 3.52 | 14.23 | 1.85 | 9.39 | 10.64 | 5.72 | 6.64 | 8.92 | 18.20 | 9.40 | 18.09 | 41.60 | 7.19 | 9.48 | 5.54 | 9.03 | 7.62 | 20.33 | 19.23 |
| Yield(%) | NA | 3.54 | 3.05 | 5.41 | 4.76 | NA | NA | … | … | NA | 0.76 | 3.24 | 2.02 | 3.47 | 12.95 | 3.50 | 2.02 | 5.03 | 3.43 | 5.17 | 5.30 | 8.61 | 4.87 | 6.42 | 2.08 | 2.97 | 3.53 | 4.49 | 4.60 | 3.48 | 3.71 | 2.62 | 3.17 | 2.79 |
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 |
|---|---|---|---|---|
| NEXANT 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.97%
Feb 2006 – Feb 2009 |
-0.91%
Feb 2004 – Feb 2009 |
3.61%
May 2007 – May 2017 |
5.18%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEXANT 401K PLAN Strategic Asset Allocation – Optimal Moderate |
51.12%
Dec 2018 – Dec 2021 |
31.93%
Feb 2016 – Feb 2021 |
17.41%
Sep 2011 – Sep 2021 |
14.77%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart