Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Instinet 401K Tactical Asset Allocation Moderate | 5.78% | 15.13% | 8.57% | 4.16% | 6.57% | 6.01% | 6.32% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Instinet 401K Tactical Asset Allocation 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 (%) | 0.14 | 15.13 | 8.57 | 4.16 | 6.57 | 6.01 | 6.32 | … | … | 5.78 | 8.41 | -0.73 | 17.41 | -16.97 | 14.80 | 11.03 | 11.96 | -2.47 | 15.34 | 4.40 | -1.12 | 3.78 | 16.67 | 10.76 | 1.32 | 8.45 | 9.22 | -5.70 | 8.00 | 18.50 | 5.35 | 15.49 | 20.29 | -0.70 | 1.39 |
| Sharpe Ratio | NA | 1.62 | 0.48 | 0.13 | 0.56 | NA | NA | … | … | 0.42 | 0.57 | -0.46 | 1.67 | -1.86 | 1.54 | 1.08 | 2.17 | -0.50 | 3.23 | 0.83 | -0.19 | 0.63 | 2.22 | 1.93 | 0.12 | 0.70 | 0.99 | -0.66 | 0.48 | 1.89 | 0.46 | 1.80 | 3.26 | -0.53 | -0.18 |
| Standard Deviation(%) | NA | 8.78 | 9.36 | 9.38 | 8.39 | NA | NA | … | … | 10.40 | 9.71 | 9.40 | 8.24 | 9.92 | 9.61 | 9.98 | 4.82 | 7.68 | 4.54 | 5.07 | 6.17 | 5.99 | 7.50 | 5.55 | 11.20 | 11.89 | 9.21 | 10.13 | 10.02 | 7.99 | 6.76 | 8.07 | 6.00 | 3.50 | 5.83 |
| Draw Down(%) | NA | 6.94 | 14.46 | 17.65 | 17.65 | NA | NA | … | … | 6.94 | 12.05 | 6.45 | 6.69 | 17.59 | 4.08 | 11.67 | 2.30 | 9.02 | 1.80 | 3.50 | 7.22 | 5.14 | 7.75 | 3.74 | 11.00 | 10.31 | 4.97 | 14.26 | 6.92 | 5.82 | 4.10 | 10.19 | 2.11 | 5.95 | 6.86 |
| Yield(%) | NA | 6.86 | 5.64 | 4.99 | 4.51 | NA | NA | … | … | NA | NA | 0.44 | 7.64 | 4.46 | 5.16 | 2.70 | 5.15 | 3.33 | 6.80 | 2.33 | 4.23 | 4.68 | 3.73 | 3.77 | 3.78 | 2.48 | 2.25 | 4.42 | 2.84 | 5.15 | 6.99 | 5.74 | 2.13 | 0.83 | 1.45 |
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 |
|---|---|---|---|---|
| Instinet 401K Tactical Asset Allocation Moderate |
-1.09%
Dec 2021 – Dec 2024 |
2.93%
Dec 2017 – Dec 2022 |
4.26%
Mar 2015 – Mar 2025 |
5.00%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Instinet 401K Tactical Asset Allocation Moderate |
16.12%
Apr 2003 – Apr 2006 |
14.42%
Feb 2003 – Feb 2008 |
9.72%
Apr 2003 – Apr 2013 |
8.75%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart