Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE GEO GROUP, INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate | 1.54% | 4.39% | 9.89% | 8.17% | 9.73% | 7.66% | 6.49% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE GEO GROUP, INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -0.38 | 4.39 | 9.89 | 8.17 | 9.73 | 7.66 | 6.49 | … | … | 1.54 | 17.59 | 5.05 | 9.77 | -13.03 | 25.45 | 19.02 | 17.58 | -3.68 | 12.19 | 7.97 | -0.59 | 1.59 | 13.71 | 9.89 | 1.67 | 11.93 | 16.19 | -22.15 | 7.61 | 6.20 | 3.35 | 9.16 | 17.78 | -13.55 | 10.06 |
| Sharpe Ratio | NA | 1.38 | 0.13 | 0.07 | 0.11 | NA | NA | … | … | 0.30 | 0.14 | 0.15 | 0.04 | -0.19 | 0.27 | 0.98 | 2.24 | -0.53 | 2.37 | 0.93 | -0.09 | 0.23 | 1.93 | 1.33 | 0.11 | 1.07 | 0.92 | -1.02 | 0.46 | 0.37 | 0.15 | 1.03 | 1.76 | -1.06 | 1.34 |
| Standard Deviation(%) | NA | 10.61 | 65.49 | 88.64 | 69.85 | NA | NA | … | … | 12.42 | 108.21 | 9.31 | 145.84 | 76.81 | 93.31 | 19.23 | 7.19 | 9.52 | 4.87 | 8.33 | 7.17 | 6.79 | 7.07 | 7.43 | 14.40 | 11.11 | 17.46 | 22.58 | 9.72 | 7.51 | 7.19 | 7.93 | 9.70 | 13.81 | 5.69 |
| Draw Down(%) | NA | 7.73 | 60.14 | 65.28 | 65.28 | NA | NA | … | … | 7.63 | 60.14 | 7.49 | 65.28 | 53.20 | 48.21 | 22.08 | 3.16 | 10.08 | 2.33 | 6.72 | 6.49 | 4.69 | 5.44 | 6.12 | 12.79 | 8.60 | 20.11 | 34.18 | 6.39 | 8.22 | 5.10 | 5.55 | 7.29 | 21.19 | 2.27 |
| Yield(%) | NA | 8.48 | 14.03 | 9.69 | 8.03 | NA | NA | … | … | NA | NA | 0.68 | 2.98 | 4.95 | 12.91 | 4.05 | 2.45 | 8.81 | 9.56 | 4.02 | 4.60 | 5.53 | 5.25 | 2.41 | 3.74 | 3.22 | 1.14 | 3.43 | 5.17 | 1.79 | 1.25 | 0.57 | 0.00 | 0.00 | 0.00 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| THE GEO GROUP, INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate |
-9.35%
Feb 2006 – Feb 2009 |
-3.38%
Feb 2004 – Feb 2009 |
3.06%
Dec 2001 – Dec 2011 |
4.02%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE GEO GROUP, INC. 401(K) PLAN Strategic Asset Allocation – Optimal Moderate |
20.64%
Dec 2018 – Dec 2021 |
14.26%
Feb 2009 – Feb 2014 |
9.96%
Dec 2011 – Dec 2021 |
9.55%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart