Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| rbbn 401k Tactical Asset Allocation Moderate | 2.64% | 11.49% | 22.78% | 15.63% | 12.55% | 9.56% | 7.00% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| rbbn 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 (%) | 0.96 | 11.49 | 22.78 | 15.63 | 12.55 | 9.56 | 7.00 | … | … | 2.64 | 7.16 | 7.64 | 58.61 | -2.50 | 20.78 | 17.71 | 16.37 | -5.26 | 5.49 | 3.81 | 0.43 | 9.04 | 10.74 | 7.51 | -0.01 | 19.93 | -6.70 | -25.44 | 6.05 | 10.64 | 5.21 | 13.66 | 18.71 | 2.28 | -13.93 |
| Sharpe Ratio | NA | 0.24 | 0.14 | 0.33 | 0.38 | NA | NA | … | … | 0.05 | 0.34 | 0.37 | 1.28 | -0.35 | 2.43 | 1.26 | 2.19 | -0.86 | 1.06 | 0.46 | 0.04 | 1.09 | 1.37 | 1.05 | 0.00 | 1.38 | -0.43 | -1.00 | 0.34 | 1.42 | 0.40 | 1.59 | 3.43 | 0.13 | -1.18 |
| Standard Deviation(%) | NA | 81.07 | 47.63 | 41.83 | 30.20 | NA | NA | … | … | 140.16 | 12.40 | 10.88 | 42.84 | 11.35 | 8.55 | 13.84 | 6.79 | 7.72 | 4.57 | 7.88 | 9.69 | 8.28 | 7.81 | 7.11 | 11.87 | 14.41 | 15.79 | 26.49 | 8.49 | 5.08 | 7.40 | 7.97 | 5.25 | 8.41 | 13.82 |
| Draw Down(%) | NA | 43.25 | 43.25 | 43.25 | 43.25 | NA | NA | … | … | 43.25 | 13.20 | 7.88 | 5.25 | 16.34 | 3.47 | 12.01 | 3.57 | 11.08 | 3.57 | 7.47 | 9.35 | 4.65 | 5.90 | 5.62 | 12.44 | 10.37 | 22.66 | 38.92 | 7.88 | 3.54 | 4.06 | 8.20 | 2.48 | 11.76 | 19.44 |
| Yield(%) | NA | 6.10 | 8.07 | 5.78 | 4.56 | NA | NA | … | … | NA | NA | 3.60 | 5.51 | 8.30 | 8.63 | 2.21 | 3.24 | 2.33 | 3.42 | 1.44 | 6.55 | 2.84 | 3.45 | 0.78 | 5.68 | 1.56 | 1.03 | 4.38 | 4.44 | 8.70 | 9.18 | 6.33 | 4.51 | 0.83 | 2.55 |
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 |
|---|---|---|---|---|
| rbbn 401k Tactical Asset Allocation Moderate |
-11.92%
Jun 2006 – Jun 2009 |
-4.18%
Jun 2004 – Jun 2009 |
1.39%
Oct 2006 – Oct 2016 |
2.94%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| rbbn 401k Tactical Asset Allocation Moderate |
29.82%
Mar 2020 – Mar 2023 |
20.71%
Jun 2019 – Jun 2024 |
13.06%
Apr 2016 – Apr 2026 |
11.85%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart