Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Zebra Intelligence 401k Plan Asset Allocation Composite Moderate | 5.14% | 17.82% | 10.75% | 4.32% | 7.29% | 6.68% | 7.23% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Zebra Intelligence 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 (%) | 0.24 | 17.82 | 10.75 | 4.32 | 7.29 | 6.68 | 7.23 | … | … | 5.14 | 13.48 | 4.95 | 4.16 | -11.13 | 10.93 | 14.89 | 20.27 | -3.60 | 9.79 | 8.05 | -6.07 | 10.44 | 11.76 | 13.24 | 2.58 | 8.35 | 16.70 | 1.64 | 3.13 | 16.31 | 6.80 | 14.07 | 16.80 | 2.66 | 2.31 |
| Sharpe Ratio | NA | 2.30 | 0.84 | 0.16 | 0.66 | NA | NA | … | … | 0.49 | 1.20 | 0.16 | 0.07 | -1.42 | 1.28 | 1.40 | 3.14 | -0.61 | 1.96 | 1.16 | -0.79 | 1.67 | 1.57 | 1.93 | 0.18 | 0.80 | 1.52 | 0.11 | 0.00 | 1.90 | 0.65 | 1.71 | 2.77 | 0.51 | -2.43 |
| Standard Deviation(%) | NA | 7.67 | 8.50 | 8.36 | 8.08 | NA | NA | … | … | 9.57 | 8.86 | 8.13 | 7.61 | 8.82 | 8.49 | 10.44 | 5.99 | 8.10 | 4.66 | 6.76 | 7.74 | 6.24 | 7.46 | 6.83 | 14.55 | 10.33 | 10.95 | 6.20 | 10.14 | 6.77 | 6.95 | 7.67 | 5.81 | 2.99 | 0.05 |
| Draw Down(%) | NA | 6.27 | 12.37 | 17.27 | 17.27 | NA | NA | … | … | 6.27 | 9.69 | 5.82 | 7.70 | 12.17 | 3.93 | 9.82 | 2.46 | 10.64 | 2.49 | 5.82 | 11.14 | 4.21 | 6.72 | 5.20 | 12.13 | 8.13 | 6.14 | 5.52 | 7.08 | 5.90 | 4.35 | 7.75 | 2.63 | 1.66 | 0.00 |
| Yield(%) | NA | 3.82 | 3.05 | 3.09 | 3.63 | NA | NA | … | … | NA | NA | 0.60 | 3.83 | 2.84 | 2.07 | 2.99 | 3.08 | 5.52 | 3.48 | 2.95 | 4.92 | 5.27 | 2.31 | 4.05 | 2.77 | 3.68 | 5.01 | 4.18 | 4.29 | 4.00 | 2.92 | 3.74 | 2.35 | 0.23 | 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 |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Asset Allocation Composite Moderate |
-1.29%
Apr 2021 – Apr 2024 |
3.33%
Mar 2021 – Mar 2026 |
4.39%
Mar 2015 – Mar 2025 |
5.72%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Zebra Intelligence 401k Plan Asset Allocation Composite Moderate |
15.30%
Dec 2018 – Dec 2021 |
12.32%
May 2002 – May 2007 |
10.58%
Apr 2003 – Apr 2013 |
8.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart