Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPS 401K 58611 Strategic Asset Allocation – Optimal Moderate | NA | -14.46% | 4.70% | 5.34% | 5.86% | 5.25% | 6.47% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPS 401K 58611 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 07/12/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.77 | -14.46 | 4.70 | 5.34 | 5.86 | 5.25 | 6.47 | … | … | -18.33 | 3.81 | 19.55 | 18.69 | -6.86 | 15.57 | 7.92 | -1.69 | 4.42 | 10.48 | 14.32 | -0.56 | 16.89 | 28.95 | -28.14 | 9.37 | 8.99 | 7.73 | 15.37 | 22.68 | -3.89 | -1.99 |
| Sharpe Ratio | NA | -1.73 | 0.12 | 0.26 | 0.54 | NA | NA | … | … | -1.36 | 0.43 | 1.11 | 2.56 | -0.88 | 3.43 | 0.88 | -0.21 | 0.69 | 1.43 | 1.83 | -0.04 | 1.46 | 1.54 | -1.32 | 0.71 | 0.78 | 0.79 | 1.62 | 2.52 | -0.43 | -0.43 |
| Standard Deviation(%) | NA | 11.32 | 12.92 | 11.14 | 9.44 | NA | NA | … | … | 13.65 | 8.83 | 17.38 | 6.76 | 9.24 | 4.36 | 8.72 | 8.23 | 6.34 | 7.29 | 7.81 | 14.07 | 11.52 | 18.75 | 21.95 | 9.03 | 7.31 | 7.08 | 8.93 | 8.73 | 11.52 | 9.91 |
| Draw Down(%) | NA | 21.70 | 21.70 | 21.70 | 21.70 | NA | NA | … | … | 19.18 | 5.37 | 20.26 | 3.47 | 13.96 | 1.69 | 6.29 | 9.05 | 5.39 | 7.40 | 6.29 | 13.95 | 8.02 | 17.67 | 38.45 | 6.32 | 6.69 | 4.67 | 6.63 | 5.38 | 15.47 | 13.37 |
| Yield(%) | NA | 3.88 | 3.48 | 3.51 | 3.10 | NA | NA | … | … | 1.20 | 3.89 | 3.88 | 2.50 | 3.94 | 3.48 | 3.02 | 2.61 | 2.71 | 2.39 | 2.69 | 3.06 | 2.27 | 2.28 | 3.03 | 4.25 | 3.15 | 2.73 | 4.37 | 5.14 | 3.26 | 2.88 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| OPS 401K 58611 Strategic Asset Allocation – Optimal Moderate |
-9.22%
Feb 2006 – Feb 2009 |
-1.55%
Feb 2004 – Feb 2009 |
4.59%
Jan 2006 – Jan 2016 |
4.81%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPS 401K 58611 Strategic Asset Allocation – Optimal Moderate |
21.77%
Feb 2009 – Feb 2012 |
16.55%
Feb 2009 – Feb 2014 |
10.45%
Feb 2009 – Feb 2019 |
8.43%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart