Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Georgetown Hill Early School 401k Strategic Asset Allocation – Optimal Moderate | NA | 23.59% | 1.90% | 6.12% | 5.30% | 6.44% | 5.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Georgetown Hill Early School 401k 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 | 23.59 | 1.90 | 6.12 | 5.30 | 6.44 | 5.88 | … | … | 0.71 | 7.10 | 9.01 | -14.56 | 11.87 | 12.70 | 18.49 | -6.96 | 8.15 | 4.11 | 3.20 | 4.86 | 9.51 | 12.61 | -0.78 | 12.72 | 26.06 | -27.17 | 7.90 | 13.61 | 7.70 | 14.00 | 21.82 | -3.95 | 0.09 |
| Sharpe Ratio | NA | 0.21 | -0.33 | 0.19 | 0.33 | NA | NA | … | … | 0.10 | 0.06 | 0.55 | -1.21 | 1.37 | 0.69 | 2.69 | -0.95 | 1.83 | 0.53 | 0.36 | 0.77 | 1.49 | 1.78 | -0.06 | 1.12 | 1.49 | -1.27 | 0.56 | 1.52 | 1.00 | 1.93 | 3.15 | -0.53 | -0.24 |
| Standard Deviation(%) | NA | 8.49 | 10.37 | 12.06 | 9.97 | NA | NA | … | … | 6.61 | 8.55 | 8.62 | 13.21 | 8.63 | 18.13 | 6.35 | 8.75 | 4.11 | 7.43 | 8.93 | 6.25 | 6.36 | 7.06 | 14.35 | 11.30 | 17.42 | 22.16 | 8.76 | 6.79 | 5.52 | 6.75 | 6.71 | 9.54 | 9.40 |
| Draw Down(%) | NA | 7.63 | 19.30 | 24.51 | 24.51 | NA | NA | … | … | 0.48 | 7.63 | 8.91 | 20.07 | 5.70 | 24.51 | 2.74 | 13.15 | 1.96 | 7.04 | 6.30 | 4.88 | 7.25 | 5.91 | 14.90 | 8.36 | 17.26 | 38.70 | 6.28 | 7.47 | 4.06 | 7.02 | 6.08 | 14.15 | 12.35 |
| Yield(%) | NA | 2.69 | 5.99 | 5.04 | 3.95 | NA | NA | … | … | NA | 0.48 | 2.68 | 5.90 | 9.06 | 3.38 | 3.67 | 3.76 | 0.36 | 1.94 | 4.91 | 3.55 | 3.38 | 2.80 | 3.05 | 2.41 | 2.75 | 5.16 | 8.45 | 7.14 | 4.91 | 3.95 | 4.66 | 2.03 | 3.78 |
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 |
|---|---|---|---|---|
| Georgetown Hill Early School 401k Strategic Asset Allocation – Optimal Moderate |
-8.88%
Feb 2006 – Feb 2009 |
-1.39%
Feb 2004 – Feb 2009 |
3.77%
Oct 2013 – Oct 2023 |
3.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Georgetown Hill Early School 401k Strategic Asset Allocation – Optimal Moderate |
19.52%
Feb 2009 – Feb 2012 |
15.33%
Feb 2009 – Feb 2014 |
9.21%
Feb 2009 – Feb 2019 |
8.09%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart