Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OpenText (OPTX) 401k Tactical Asset Allocation Moderate | NA | 15.04% | 2.25% | 6.70% | 5.30% | 6.49% | 8.62% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OpenText (OPTX) 401k Tactical Asset Allocation 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 (%) | -1.16 | 15.04 | 2.25 | 6.70 | 5.30 | 6.49 | 8.62 | … | … | 0.65 | 1.71 | 14.23 | -12.03 | 10.19 | 16.77 | 12.60 | -4.38 | 11.31 | 4.37 | -3.70 | 4.01 | 11.01 | 5.16 | 5.80 | 14.13 | 33.70 | -9.16 | 19.22 | 22.87 | 11.91 | 12.14 | 28.62 | 4.92 | 1.69 |
| Sharpe Ratio | NA | -0.38 | -0.24 | 0.35 | 0.38 | NA | NA | … | … | 0.07 | -0.52 | 1.32 | -1.43 | 1.07 | 1.71 | 2.16 | -0.73 | 2.11 | 0.77 | -0.50 | 0.62 | 1.63 | 0.81 | 0.65 | 1.06 | 3.78 | -1.30 | 1.24 | 1.94 | 1.37 | 1.17 | 4.66 | 0.61 | -0.25 |
| Standard Deviation(%) | NA | 9.33 | 8.79 | 9.17 | 7.86 | NA | NA | … | … | 8.56 | 9.41 | 7.55 | 9.40 | 9.53 | 9.67 | 5.18 | 7.77 | 5.06 | 5.39 | 7.49 | 6.42 | 6.73 | 6.32 | 8.93 | 13.22 | 8.89 | 7.73 | 13.07 | 10.11 | 7.13 | 9.55 | 6.00 | 6.21 | 2.44 |
| Draw Down(%) | NA | 7.13 | 11.43 | 14.39 | 14.39 | NA | NA | … | … | 0.65 | 7.13 | 5.86 | 13.75 | 5.37 | 13.07 | 2.65 | 10.61 | 2.35 | 6.27 | 9.95 | 5.81 | 6.73 | 6.48 | 7.81 | 9.56 | 4.48 | 12.08 | 11.19 | 13.11 | 6.10 | 12.68 | 2.85 | 8.74 | 2.84 |
| Yield(%) | NA | 4.33 | 3.80 | 4.89 | 3.83 | NA | NA | … | … | NA | 0.96 | 4.00 | 2.90 | 3.71 | 6.48 | 7.26 | 2.93 | 0.40 | 3.26 | 3.25 | 4.18 | 4.45 | 4.69 | 4.26 | 3.12 | 3.54 | 3.43 | 8.75 | 10.92 | 6.26 | 4.31 | 3.60 | 1.08 | 3.00 |
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 |
|---|---|---|---|---|
| OpenText (OPTX) 401k Tactical Asset Allocation Moderate |
0.73%
Dec 2021 – Dec 2024 |
2.06%
Mar 2015 – Mar 2020 |
4.30%
Mar 2015 – Mar 2025 |
5.04%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OpenText (OPTX) 401k Tactical Asset Allocation Moderate |
22.83%
Oct 2004 – Oct 2007 |
20.13%
Oct 2002 – Oct 2007 |
14.16%
Apr 2001 – Apr 2011 |
11.19%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart