Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 20.83% | 0.30% | 6.02% | 5.92% | 7.92% | 6.77% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBT FULFILLMENT SERVICES LLC 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 (%) | -0.90 | 20.83 | 0.30 | 6.02 | 5.92 | 7.92 | 6.77 | … | … | 0.34 | 8.48 | 13.55 | -17.32 | 8.49 | 16.62 | 19.30 | -5.75 | 12.48 | 9.64 | -0.89 | 5.82 | 16.89 | 14.14 | 1.99 | 15.96 | 26.32 | -23.93 | 4.96 | 11.26 | 5.45 | 10.38 | 23.64 | -7.31 | 0.36 |
| Sharpe Ratio | NA | 0.37 | -0.24 | 0.21 | 0.41 | NA | NA | … | … | 0.04 | 0.22 | 1.05 | -1.23 | 0.99 | 0.86 | 2.71 | -0.80 | 2.68 | 1.06 | -0.11 | 0.85 | 2.35 | 1.72 | 0.13 | 1.34 | 1.46 | -1.05 | 0.21 | 1.09 | 0.48 | 1.27 | 2.47 | -0.63 | -0.15 |
| Standard Deviation(%) | NA | 8.56 | 11.31 | 12.80 | 10.55 | NA | NA | … | … | 7.54 | 8.64 | 8.82 | 15.18 | 8.54 | 19.01 | 6.61 | 8.88 | 4.43 | 8.93 | 8.60 | 6.83 | 7.16 | 8.18 | 15.23 | 11.86 | 17.92 | 23.64 | 9.56 | 7.32 | 6.83 | 7.44 | 9.31 | 13.34 | 13.21 |
| Draw Down(%) | NA | 4.87 | 21.52 | 24.20 | 24.20 | NA | NA | … | … | 0.65 | 4.87 | 9.22 | 22.60 | 4.55 | 23.31 | 3.26 | 12.22 | 1.51 | 7.99 | 9.04 | 5.29 | 5.69 | 7.08 | 14.16 | 9.73 | 18.42 | 34.85 | 6.19 | 5.81 | 4.47 | 6.03 | 7.07 | 17.20 | 17.10 |
| Yield(%) | NA | 3.23 | 2.71 | 2.67 | 2.52 | NA | NA | … | … | NA | 0.69 | 3.12 | 2.02 | 2.69 | 2.29 | 2.91 | 2.54 | 0.56 | 3.32 | 2.99 | 2.78 | 2.60 | 3.06 | 2.62 | 3.03 | 3.56 | 3.08 | 3.09 | 3.06 | 2.68 | 2.68 | 2.92 | 3.92 | 4.24 |
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 |
|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-8.45%
Feb 2006 – Feb 2009 |
-2.31%
Feb 2004 – Feb 2009 |
4.75%
Oct 2013 – Oct 2023 |
5.21%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Strategic Asset Allocation – Optimal Moderate |
22.10%
Feb 2009 – Feb 2012 |
17.98%
Feb 2009 – Feb 2014 |
11.37%
Feb 2009 – Feb 2019 |
9.62%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart