Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | 21.82% | 1.94% | 6.19% | 5.63% | 7.06% | 6.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING 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 (%) | -0.80 | 21.82 | 1.94 | 6.19 | 5.63 | 7.06 | 6.41 | … | … | 0.24 | 9.05 | 13.80 | -14.61 | 8.85 | 12.97 | 17.64 | -6.02 | 10.27 | 7.79 | 0.16 | 4.17 | 17.51 | 12.79 | -2.40 | 14.60 | 22.84 | -22.72 | 7.48 | 11.45 | 7.85 | 12.87 | 22.42 | -10.80 | 0.81 |
| Sharpe Ratio | NA | 0.49 | -0.14 | 0.23 | 0.38 | NA | NA | … | … | 0.03 | 0.31 | 1.06 | -1.08 | 1.04 | 0.66 | 2.38 | -0.84 | 2.14 | 0.86 | 0.02 | 0.63 | 2.39 | 1.56 | -0.15 | 1.16 | 1.24 | -1.05 | 0.48 | 1.02 | 0.81 | 1.55 | 2.40 | -0.82 | -0.12 |
| Standard Deviation(%) | NA | 7.75 | 10.96 | 12.73 | 10.48 | NA | NA | … | … | 6.74 | 7.85 | 8.99 | 14.75 | 8.45 | 19.42 | 6.82 | 8.72 | 4.50 | 8.84 | 8.40 | 6.63 | 7.31 | 8.14 | 15.92 | 12.54 | 18.30 | 22.61 | 9.40 | 8.04 | 7.04 | 7.70 | 9.05 | 14.60 | 12.83 |
| Draw Down(%) | NA | 4.34 | 19.98 | 23.22 | 23.22 | NA | NA | … | … | 0.56 | 4.34 | 8.04 | 20.96 | 4.18 | 23.22 | 3.68 | 12.02 | 1.85 | 6.69 | 7.84 | 5.40 | 4.86 | 6.39 | 16.03 | 9.88 | 18.05 | 33.68 | 5.93 | 8.16 | 4.63 | 6.31 | 8.25 | 21.91 | 16.10 |
| Yield(%) | NA | 3.84 | 3.21 | 2.92 | 2.74 | NA | NA | … | … | NA | 1.05 | 3.34 | 3.50 | 1.77 | 2.54 | 2.48 | 1.76 | 0.37 | 4.20 | 3.76 | 2.89 | 2.76 | 2.93 | 2.98 | 2.23 | 2.75 | 3.35 | 4.95 | 3.55 | 3.99 | 3.06 | 2.10 | 0.78 | 1.49 |
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 |
|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.59%
Feb 2006 – Feb 2009 |
-0.69%
Feb 2004 – Feb 2009 |
4.16%
Oct 2013 – Oct 2023 |
4.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
18.30%
Feb 2009 – Feb 2012 |
15.80%
Feb 2009 – Feb 2014 |
9.97%
Feb 2009 – Feb 2019 |
8.61%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart