Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation – Optimal Moderate | 44.21% | 59.99% | 28.61% | 14.12% | 12.18% | 9.43% | 8.17% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Northpoint Recovery Profit Sharing 401k 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 (%) | -0.19 | 59.99 | 28.61 | 14.12 | 12.18 | 9.43 | 8.17 | … | … | 44.21 | 18.27 | 14.05 | 11.09 | -15.81 | 8.49 | 16.79 | 15.77 | -5.59 | 14.64 | 5.11 | -1.52 | 4.94 | 13.77 | 11.78 | -1.66 | 10.68 | 23.04 | -25.19 | 10.02 | 13.72 | 7.84 | 9.68 | 18.03 | -6.07 | 2.31 |
| Sharpe Ratio | NA | 1.87 | 0.99 | 0.56 | 0.62 | NA | NA | … | … | 0.84 | 1.55 | 0.38 | 0.80 | -1.30 | 1.02 | 0.97 | 2.35 | -0.80 | 3.82 | 0.64 | -0.20 | 0.77 | 2.14 | 1.71 | -0.14 | 1.08 | 1.64 | -1.35 | 0.76 | 1.59 | 1.02 | 1.30 | 2.09 | -0.69 | -2.43 |
| Standard Deviation(%) | NA | 34.25 | 26.05 | 21.41 | 16.65 | NA | NA | … | … | 58.48 | 9.93 | 27.38 | 9.36 | 13.29 | 8.28 | 17.09 | 6.10 | 8.70 | 3.66 | 7.63 | 7.75 | 6.43 | 6.41 | 6.84 | 12.12 | 9.79 | 13.97 | 19.42 | 9.01 | 6.49 | 5.48 | 6.70 | 8.27 | 10.42 | 0.05 |
| Draw Down(%) | NA | 5.66 | 9.31 | 21.70 | 21.70 | NA | NA | … | … | 5.66 | 8.60 | 9.28 | 8.62 | 21.70 | 4.79 | 20.46 | 2.98 | 12.25 | 1.25 | 6.80 | 8.77 | 4.58 | 6.11 | 5.59 | 12.30 | 7.63 | 13.82 | 33.23 | 6.98 | 7.94 | 4.46 | 6.66 | 9.12 | 13.70 | 0.00 |
| Yield(%) | NA | 3.41 | 3.96 | 3.42 | 3.39 | NA | NA | … | … | NA | NA | 0.47 | 3.44 | 1.76 | 6.39 | 2.79 | 2.63 | 4.26 | 3.39 | 2.09 | 3.05 | 4.52 | 3.16 | 1.50 | 1.57 | 1.92 | 1.26 | 1.92 | 6.45 | 5.02 | 2.90 | 2.25 | 0.69 | 0.78 | 2.31 |
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 |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation – Optimal Moderate |
-6.13%
Feb 2006 – Feb 2009 |
-0.20%
Feb 2004 – Feb 2009 |
3.64%
Jun 2014 – Jun 2024 |
3.70%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Strategic Asset Allocation – Optimal Moderate |
28.81%
Apr 2023 – Apr 2026 |
14.70%
Jan 2021 – Jan 2026 |
12.18%
Feb 2016 – Feb 2026 |
9.52%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart