Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADP Mykplan 401k Plans for Small Business Strategic Asset Allocation – Optimal Moderate | NA | 20.87% | 1.21% | 4.00% | 4.28% | 5.66% | 5.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADP Mykplan 401k Plans for Small Business 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 (%) | -1.13 | 20.87 | 1.21 | 4.00 | 4.28 | 5.66 | 5.96 | … | … | 0.14 | 6.33 | 10.19 | -14.48 | 4.96 | 13.42 | 14.79 | -5.47 | 6.34 | 7.42 | -0.58 | 2.62 | 10.56 | 10.98 | -0.25 | 13.77 | 27.08 | -22.71 | 10.22 | 14.43 | 11.14 | 14.63 | 25.32 | -2.58 | 3.23 |
| Sharpe Ratio | NA | 0.05 | -0.38 | 0.10 | 0.24 | NA | NA | … | … | 0.01 | -0.03 | 0.79 | -1.21 | 0.62 | 0.79 | 1.99 | -0.81 | 1.21 | 0.94 | -0.08 | 0.42 | 1.56 | 1.66 | -0.02 | 1.31 | 1.47 | -1.09 | 0.74 | 1.52 | 1.52 | 2.18 | 3.57 | -0.40 | 0.11 |
| Standard Deviation(%) | NA | 7.77 | 9.84 | 11.23 | 9.41 | NA | NA | … | … | 7.27 | 7.80 | 7.50 | 13.13 | 7.94 | 16.62 | 6.74 | 8.35 | 4.73 | 7.68 | 7.79 | 6.26 | 6.74 | 6.57 | 13.68 | 10.47 | 18.38 | 21.72 | 9.76 | 7.33 | 5.90 | 6.27 | 6.90 | 9.22 | 8.64 |
| Draw Down(%) | NA | 5.90 | 20.83 | 21.48 | 21.48 | NA | NA | … | … | 0.69 | 5.88 | 7.22 | 20.89 | 5.23 | 21.11 | 3.33 | 11.52 | 4.03 | 6.27 | 8.10 | 5.11 | 7.61 | 5.61 | 13.85 | 7.73 | 16.97 | 33.40 | 6.88 | 8.58 | 3.87 | 6.46 | 6.71 | 14.55 | 11.50 |
| Yield(%) | NA | 5.27 | 4.43 | 4.53 | 4.48 | NA | NA | … | … | NA | 0.67 | 5.15 | 3.09 | 4.38 | 6.29 | 3.17 | 5.09 | 0.37 | 3.80 | 9.43 | 3.42 | 4.45 | 4.98 | 2.85 | 3.72 | 2.79 | 4.94 | 3.90 | 4.74 | 4.06 | 5.05 | 3.58 | 2.26 | 4.31 |
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 |
|---|---|---|---|---|
| ADP Mykplan 401k Plans for Small Business Strategic Asset Allocation – Optimal Moderate |
-5.81%
Feb 2006 – Feb 2009 |
0.29%
Sep 2017 – Sep 2022 |
2.75%
Oct 2013 – Oct 2023 |
3.36%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADP Mykplan 401k Plans for Small Business Strategic Asset Allocation – Optimal Moderate |
19.94%
Mar 2003 – Mar 2006 |
15.95%
Oct 2002 – Oct 2007 |
10.34%
Mar 2003 – Mar 2013 |
8.40%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart