Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 23.20% | 2.13% | 6.60% | 6.04% | 8.01% | 6.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAPSTONE INC. 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 (%) | -1.12 | 23.20 | 2.13 | 6.60 | 6.04 | 8.01 | 6.98 | … | … | 0.19 | 8.35 | 12.35 | -15.79 | 9.58 | 15.91 | 20.57 | -4.72 | 11.00 | 3.73 | 0.59 | 6.21 | 16.77 | 14.29 | 0.51 | 17.67 | 27.79 | -26.87 | 6.50 | 11.93 | 9.17 | 13.06 | 22.02 | -4.75 | 0.29 |
| Sharpe Ratio | NA | 0.31 | -0.24 | 0.22 | 0.32 | NA | NA | … | … | 0.02 | 0.19 | 0.90 | -1.15 | 1.08 | 0.80 | 2.89 | -0.26 | 2.22 | 0.42 | 0.07 | 0.96 | 2.48 | 1.89 | 0.03 | 1.33 | 1.31 | -1.16 | 0.37 | 1.21 | 1.08 | 1.62 | 2.52 | -0.53 | -0.17 |
| Standard Deviation(%) | NA | 9.09 | 11.38 | 13.07 | 12.69 | NA | NA | … | … | 8.12 | 9.20 | 8.99 | 14.91 | 8.85 | 19.64 | 6.64 | 23.58 | 4.67 | 8.36 | 8.32 | 6.44 | 6.75 | 7.55 | 16.14 | 13.22 | 21.12 | 24.03 | 9.51 | 7.15 | 6.46 | 7.48 | 8.46 | 11.08 | 11.61 |
| Draw Down(%) | NA | 6.41 | 21.53 | 23.83 | 23.83 | NA | NA | … | … | 0.78 | 6.41 | 8.61 | 22.40 | 5.43 | 23.83 | 2.83 | 15.84 | 2.07 | 7.52 | 7.40 | 4.69 | 5.03 | 5.84 | 15.12 | 9.76 | 21.07 | 39.38 | 6.77 | 7.72 | 4.27 | 7.45 | 7.70 | 15.85 | 17.34 |
| Yield(%) | NA | 2.05 | 2.70 | 2.88 | 2.58 | NA | NA | … | … | NA | 0.37 | 2.15 | 2.67 | 2.84 | 3.08 | 3.44 | 2.62 | 0.62 | 3.37 | 2.08 | 2.84 | 3.38 | 3.68 | 2.50 | 4.27 | 2.88 | 2.29 | 6.26 | 6.81 | 4.55 | 3.07 | 2.28 | 2.08 | 3.45 |
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 |
|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-10.25%
Feb 2006 – Feb 2009 |
-2.33%
Feb 2004 – Feb 2009 |
4.63%
Oct 2013 – Oct 2023 |
4.95%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
23.78%
Feb 2009 – Feb 2012 |
19.44%
Feb 2009 – Feb 2014 |
11.51%
Feb 2009 – Feb 2019 |
10.02%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart