Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 7.60% | 6.73% | 7.43% | 4.30% | 5.77% | 5.98% | … | … |
Data as of 02/28/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/14/2025 |
| 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 (%) | -0.18 | 7.60 | 6.73 | 7.43 | 4.30 | 5.77 | 5.98 | … | … | 0.43 | 9.09 | 15.79 | -8.66 | 1.91 | 12.94 | 13.32 | -11.49 | 14.23 | 6.12 | -2.45 | 7.51 | 18.23 | 10.99 | -3.27 | 3.82 | 19.99 | -15.66 | 10.39 | 16.74 | 10.44 | 16.19 | 25.01 | -11.88 | 1.49 |
| Sharpe Ratio | NA | 0.02 | 0.43 | 0.36 | 0.25 | NA | NA | … | … | -0.04 | 0.65 | 1.59 | -0.76 | 0.09 | 1.08 | 1.53 | -1.18 | 2.41 | 0.70 | -0.27 | 0.85 | 2.50 | 1.16 | -0.26 | 0.29 | 1.69 | -1.52 | 0.58 | 1.17 | 1.20 | 1.89 | 3.56 | -1.91 | -0.28 |
| Standard Deviation(%) | NA | 13.73 | 11.36 | 13.66 | 11.49 | NA | NA | … | … | 17.29 | 8.47 | 7.62 | 13.23 | 20.19 | 11.76 | 7.74 | 10.94 | 5.64 | 8.45 | 9.21 | 8.76 | 7.27 | 9.46 | 12.68 | 12.91 | 11.75 | 10.95 | 12.41 | 11.39 | 6.82 | 8.06 | 6.82 | 6.80 | 3.32 |
| Draw Down(%) | NA | 13.40 | 13.40 | 17.04 | 19.33 | NA | NA | … | … | 10.57 | 6.08 | 5.59 | 14.06 | 10.25 | 10.15 | 4.12 | 19.33 | 2.04 | 7.85 | 8.94 | 6.04 | 3.32 | 8.62 | 12.89 | 10.96 | 7.18 | 17.98 | 9.08 | 13.55 | 5.67 | 7.21 | 2.36 | 14.17 | 4.15 |
| Yield(%) | NA | 6.13 | 5.19 | 6.15 | 4.86 | NA | NA | … | … | NA | 0.81 | 6.35 | 3.99 | 4.12 | 9.23 | 6.32 | 2.72 | 0.55 | 5.58 | 3.95 | 4.85 | 1.21 | 1.89 | 0.95 | 1.86 | 1.17 | 0.37 | 9.22 | 6.14 | 2.82 | 1.48 | 0.95 | 0.75 | 1.93 |
Data as of 02/28/2025, 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 |
|---|---|---|---|---|
| IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.81%
Jun 2007 – Jun 2010 |
0.12%
Sep 2017 – Sep 2022 |
3.74%
Oct 2013 – Oct 2023 |
3.55%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| IDAHO NATIONAL LABORATORY EMPLOYEE INVESTMENT PLAN Tactical Asset Allocation Moderate |
20.90%
Apr 2003 – Apr 2006 |
16.38%
Oct 2002 – Oct 2007 |
9.47%
Apr 2003 – Apr 2013 |
9.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart