Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.97% | 1.41% | 6.59% | 5.18% | 6.57% | 6.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXLSERVICE INC. 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 (%) | -1.04 | 25.97 | 1.41 | 6.59 | 5.18 | 6.57 | 6.43 | … | … | 0.47 | 5.58 | 10.56 | -11.81 | 2.58 | 21.13 | 15.42 | -4.77 | 7.94 | 4.62 | -1.30 | 2.79 | 16.95 | 13.54 | -2.49 | 12.59 | 26.09 | -24.38 | 14.59 | 12.99 | 6.81 | 16.22 | 24.66 | -1.59 | 8.36 |
| Sharpe Ratio | NA | 0.02 | -0.24 | 0.22 | 0.30 | NA | NA | … | … | 0.05 | -0.11 | 0.70 | -0.96 | 0.29 | 1.23 | 2.11 | -0.59 | 1.21 | 0.53 | -0.16 | 0.36 | 2.00 | 1.67 | -0.15 | 0.87 | 1.42 | -1.12 | 1.01 | 1.04 | 0.65 | 1.71 | 2.15 | -0.23 | 0.68 |
| Standard Deviation(%) | NA | 9.32 | 10.90 | 12.04 | 10.23 | NA | NA | … | … | 8.36 | 9.37 | 9.00 | 13.69 | 8.76 | 17.02 | 6.65 | 10.24 | 6.05 | 8.33 | 8.36 | 7.80 | 8.45 | 8.08 | 17.21 | 14.42 | 18.35 | 22.52 | 11.44 | 9.34 | 7.13 | 8.94 | 11.16 | 11.83 | 8.97 |
| Draw Down(%) | NA | 8.70 | 20.04 | 24.06 | 24.06 | NA | NA | … | … | 0.78 | 8.70 | 9.10 | 20.35 | 6.91 | 22.94 | 4.08 | 11.59 | 3.06 | 9.00 | 9.02 | 4.91 | 6.95 | 6.67 | 18.39 | 11.40 | 19.52 | 37.04 | 8.60 | 11.35 | 5.09 | 6.73 | 6.49 | 13.59 | 8.77 |
| Yield(%) | NA | 4.51 | 4.49 | 4.62 | 4.54 | NA | NA | … | … | NA | 0.55 | 4.52 | 4.40 | 3.76 | 5.07 | 4.76 | 10.88 | 0.26 | 3.28 | 5.55 | 2.76 | 4.59 | 2.25 | 2.76 | 2.03 | 2.59 | 3.50 | 4.78 | 4.79 | 3.29 | 3.32 | 2.88 | 2.94 | 5.31 |
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 |
|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.59%
Feb 2006 – Feb 2009 |
0.41%
Feb 2004 – Feb 2009 |
3.25%
Oct 2013 – Oct 2023 |
3.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXLSERVICE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
19.60%
Feb 2009 – Feb 2012 |
16.45%
Feb 2009 – Feb 2014 |
9.80%
Mar 2003 – Mar 2013 |
8.42%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart