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 Asset Allocation Composite Moderate | 54.44% | 52.73% | 38.67% | 21.06% | 15.26% | 11.82% | 10.81% | … | … |
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 Asset Allocation Composite 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 (%) | -0.94 | 52.73 | 38.67 | 21.06 | 15.26 | 11.82 | 10.81 | … | … | 54.44 | 2.12 | 55.05 | 10.48 | -9.64 | 9.16 | 13.71 | 17.04 | -3.40 | 14.18 | 7.28 | -3.52 | 5.75 | 15.66 | 10.65 | -0.15 | 6.84 | 16.78 | -3.37 | 8.64 | 12.32 | 6.81 | 8.40 | 16.73 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 1.89 | 0.88 | 0.59 | 0.59 | NA | NA | … | … | 0.87 | -0.05 | 0.91 | 0.81 | -1.14 | 1.09 | 1.74 | 2.45 | -0.55 | 3.50 | 1.24 | -0.53 | 0.83 | 2.52 | 1.54 | -0.01 | 0.82 | 2.91 | -1.05 | 0.63 | 1.45 | 0.83 | 1.14 | 2.94 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 41.08 | 41.25 | 32.46 | 23.48 | NA | NA | … | … | 70.45 | 14.86 | 56.44 | 8.38 | 9.72 | 8.35 | 7.72 | 6.37 | 8.76 | 3.86 | 5.69 | 6.65 | 6.86 | 6.21 | 6.87 | 12.35 | 8.24 | 5.74 | 4.12 | 8.77 | 6.14 | 5.52 | 6.50 | 5.45 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.43 | 24.97 | 24.97 | 24.97 | NA | NA | … | … | 5.43 | 18.80 | 24.97 | 8.33 | 13.73 | 4.45 | 9.96 | 3.19 | 10.47 | 1.34 | 3.25 | 7.79 | 4.65 | 4.72 | 5.83 | 11.72 | 7.57 | 3.34 | 5.84 | 6.43 | 6.94 | 4.39 | 6.06 | 2.34 | 0.00 | 0.00 |
| Yield(%) | NA | 3.33 | 3.72 | 3.51 | 3.42 | NA | NA | … | … | NA | NA | 0.50 | 3.28 | 2.55 | 5.12 | 2.28 | 4.61 | 4.43 | 4.05 | 2.28 | 1.66 | 4.77 | 3.53 | 1.42 | 1.46 | 2.21 | 1.96 | 2.07 | 6.08 | 4.99 | 2.76 | 2.06 | 0.84 | 1.11 | 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 Asset Allocation Composite Moderate |
-0.14%
Feb 2021 – Feb 2024 |
3.84%
Dec 2013 – Dec 2018 |
4.70%
Feb 2014 – Feb 2024 |
6.05%
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 Asset Allocation Composite Moderate |
39.52%
Apr 2023 – Apr 2026 |
21.89%
Jan 2021 – Jan 2026 |
15.56%
Apr 2016 – Apr 2026 |
11.98%
Jan 2011 – Jan 2026 |
Annualized Rolling Returns Comparison Chart