Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Strategic Asset Allocation – Optimal Moderate | NA | 34.25% | 12.13% | 12.92% | 8.73% | 8.87% | 7.51% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation 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 (%) | -0.83 | 34.25 | 12.13 | 12.92 | 8.73 | 8.87 | 7.51 | … | … | 0.54 | 22.86 | 23.74 | -6.13 | 9.51 | 17.02 | 15.90 | -4.38 | 8.24 | 5.24 | 1.22 | 6.37 | 13.99 | 10.52 | 0.28 | 10.94 | 19.90 | -23.11 | 5.05 | 13.65 | 7.32 | 11.11 | 20.06 | -8.61 | -3.90 |
| Sharpe Ratio | NA | 2.34 | 0.98 | 0.88 | 0.74 | NA | NA | … | … | 0.09 | 2.18 | 2.56 | -0.62 | 1.17 | 0.88 | 2.18 | -0.63 | 1.48 | 0.63 | 0.14 | 1.02 | 2.03 | 1.36 | 0.02 | 0.87 | 1.05 | -0.99 | 0.21 | 1.65 | 0.89 | 1.59 | 2.34 | -0.81 | -0.65 |
| Standard Deviation(%) | NA | 7.37 | 9.36 | 11.80 | 9.91 | NA | NA | … | … | 5.15 | 7.45 | 7.62 | 12.21 | 8.10 | 19.16 | 6.65 | 9.06 | 5.15 | 7.97 | 8.37 | 6.21 | 6.86 | 7.68 | 14.16 | 12.47 | 18.88 | 24.30 | 9.80 | 6.31 | 5.76 | 6.40 | 8.28 | 12.00 | 9.61 |
| Draw Down(%) | NA | 4.56 | 13.18 | 21.07 | 21.07 | NA | NA | … | … | 0.21 | 4.56 | 5.08 | 13.77 | 3.59 | 21.07 | 3.35 | 11.53 | 3.01 | 6.78 | 8.29 | 4.59 | 5.06 | 6.44 | 12.48 | 9.35 | 17.48 | 33.26 | 5.71 | 5.94 | 3.69 | 4.84 | 7.60 | 17.05 | 15.38 |
| Yield(%) | NA | 16.81 | 11.17 | 8.10 | 5.29 | NA | NA | … | … | NA | 4.55 | 16.06 | 8.86 | 3.34 | 4.40 | 2.68 | 4.40 | 0.73 | 1.86 | 3.68 | 1.99 | 1.98 | 2.25 | 2.09 | 1.80 | 2.26 | 2.79 | 3.73 | 3.28 | 3.02 | 2.66 | 2.66 | 2.40 | 2.89 |
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 |
|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Strategic Asset Allocation – Optimal Moderate |
-7.93%
Feb 2006 – Feb 2009 |
-1.37%
Feb 2004 – Feb 2009 |
4.29%
May 2007 – May 2017 |
4.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Strategic Asset Allocation – Optimal Moderate |
26.51%
Sep 2022 – Sep 2025 |
16.66%
Mar 2020 – Mar 2025 |
11.47%
Sep 2015 – Sep 2025 |
10.11%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart