Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Breckinridge Capital 401k Plan Strategic Asset Allocation – Optimal Moderate | NA | 32.09% | 8.56% | 10.61% | 7.78% | 8.49% | 8.06% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Breckinridge Capital 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 (%) | -0.84 | 32.09 | 8.56 | 10.61 | 7.78 | 8.49 | 8.06 | … | … | 0.54 | 16.90 | 21.48 | -10.37 | 5.98 | 17.87 | 18.11 | -5.16 | 12.23 | 6.48 | -1.88 | 4.40 | 12.73 | 12.28 | -1.05 | 16.03 | 30.13 | -25.30 | 10.20 | 13.05 | 12.87 | 13.04 | 21.12 | -5.43 | 1.39 |
| Sharpe Ratio | NA | 1.70 | 0.54 | 0.67 | 0.64 | NA | NA | … | … | 0.08 | 1.50 | 2.25 | -0.88 | 0.70 | 1.12 | 2.44 | -0.70 | 2.88 | 0.77 | -0.23 | 0.64 | 1.78 | 1.61 | -0.07 | 1.34 | 1.66 | -1.12 | 0.67 | 1.28 | 1.73 | 1.66 | 2.50 | -0.58 | -0.10 |
| Standard Deviation(%) | NA | 6.79 | 9.70 | 10.99 | 9.42 | NA | NA | … | … | 5.96 | 6.85 | 7.64 | 13.30 | 8.56 | 15.70 | 6.84 | 9.20 | 4.03 | 8.18 | 8.48 | 6.84 | 7.14 | 7.60 | 14.87 | 11.90 | 18.13 | 23.38 | 10.68 | 7.64 | 6.19 | 7.30 | 8.19 | 11.20 | 9.57 |
| Draw Down(%) | NA | 4.65 | 16.73 | 19.77 | 19.77 | NA | NA | … | … | 0.37 | 4.58 | 4.39 | 17.85 | 5.07 | 18.25 | 3.59 | 12.74 | 1.44 | 7.14 | 9.27 | 5.32 | 6.39 | 5.95 | 14.55 | 8.02 | 15.83 | 36.67 | 7.96 | 9.51 | 4.24 | 6.95 | 6.51 | 15.98 | 13.19 |
| Yield(%) | NA | 14.07 | 9.05 | 6.11 | 4.43 | NA | NA | … | … | NA | 4.47 | 13.14 | 6.22 | 2.66 | 1.49 | 2.01 | 4.18 | 0.69 | 2.02 | 2.23 | 4.89 | 2.79 | 2.60 | 2.34 | 1.25 | 1.84 | 5.59 | 6.17 | 6.34 | 8.80 | 3.57 | 2.76 | 2.19 | 3.64 |
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 |
|---|---|---|---|---|
| Breckinridge Capital 401k Plan Strategic Asset Allocation – Optimal Moderate |
-7.10%
Feb 2006 – Feb 2009 |
0.77%
Feb 2004 – Feb 2009 |
4.90%
Sep 2012 – Sep 2022 |
4.69%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Breckinridge Capital 401k Plan Strategic Asset Allocation – Optimal Moderate |
22.45%
Sep 2022 – Sep 2025 |
16.52%
Feb 2009 – Feb 2014 |
10.25%
Feb 2009 – Feb 2019 |
9.89%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart