Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | -3.89% | 4.04% | 3.71% | 7.99% | 6.53% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.40 | -3.89 | 4.04 | 3.71 | 7.99 | 6.53 | NA | … | … | -6.68 | 15.65 | 3.53 | -1.13 | 4.40 | 11.53 | 14.04 | -2.57 | 14.10 | 26.62 | -27.27 | 14.98 | 10.46 | 11.40 | 12.35 | 24.04 | -4.50 | 2.05 |
| Sharpe Ratio | NA | -0.82 | 0.38 | 0.32 | 0.71 | NA | NA | … | … | -0.82 | 2.96 | 0.39 | -0.15 | 0.73 | 1.64 | 1.81 | -0.18 | 1.23 | 1.51 | -1.26 | 1.24 | 0.88 | 1.40 | 1.38 | 2.99 | -0.63 | -0.03 |
| Standard Deviation(%) | NA | 9.76 | 8.06 | 7.67 | 10.25 | NA | NA | … | … | 9.76 | 5.07 | 8.57 | 7.95 | 6.00 | 7.01 | 7.73 | 14.50 | 11.39 | 17.58 | 22.31 | 9.63 | 8.16 | 6.61 | 8.27 | 7.80 | 8.83 | 9.46 |
| Draw Down(%) | NA | 13.88 | 13.88 | 13.88 | 17.42 | NA | NA | … | … | 13.88 | 2.23 | 6.84 | 8.18 | 5.50 | 7.44 | 6.75 | 15.91 | 9.18 | 17.42 | 37.62 | 6.63 | 10.34 | 5.66 | 9.22 | 6.96 | 12.86 | 13.90 |
| Yield(%) | NA | 3.78 | 2.54 | 2.46 | 2.58 | NA | NA | … | … | 3.76 | 0.18 | 3.66 | 2.53 | 2.25 | 3.06 | 3.19 | 2.41 | 2.13 | 2.48 | 2.10 | 6.93 | 4.92 | 2.73 | 2.18 | 2.25 | 3.33 | 2.29 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
-7.52%
Feb 2006 – Feb 2009 |
-0.41%
Feb 2004 – Feb 2009 |
4.65%
Oct 2007 – Oct 2017 |
6.19%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
19.80%
Feb 2009 – Feb 2012 |
15.65%
Feb 2009 – Feb 2014 |
9.62%
Mar 2003 – Mar 2013 |
8.42%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart