Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DeepSeas 401k Plan Strategic Asset Allocation – Optimal Moderate | 5.02% | 7.17% | 7.72% | 3.41% | 7.19% | 6.01% | 5.92% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DeepSeas 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 (%) | 0.21 | 7.17 | 7.72 | 3.41 | 7.19 | 6.01 | 5.92 | … | … | 5.02 | 4.92 | 5.21 | 10.19 | -11.21 | 7.26 | 16.27 | 19.49 | -4.88 | 13.27 | 5.78 | -3.15 | 4.98 | 10.83 | 11.05 | 3.53 | 16.46 | 22.16 | -22.59 | 6.68 | 11.69 | 6.34 | 11.26 | 19.34 | -10.26 | 3.32 |
| Sharpe Ratio | NA | 0.38 | 0.38 | 0.06 | 0.47 | NA | NA | … | … | 0.39 | 0.14 | 0.19 | 0.74 | -0.99 | 0.86 | 0.92 | 2.93 | -0.75 | 3.17 | 0.67 | -0.40 | 0.87 | 1.60 | 1.57 | 0.23 | 1.35 | 1.10 | -0.99 | 0.37 | 1.01 | 0.51 | 1.09 | 1.85 | -0.83 | 0.07 |
| Standard Deviation(%) | NA | 13.45 | 11.08 | 10.88 | 10.43 | NA | NA | … | … | 11.08 | 14.37 | 8.27 | 8.86 | 12.75 | 8.44 | 17.33 | 6.16 | 8.37 | 3.98 | 8.35 | 8.05 | 5.68 | 6.74 | 7.01 | 15.24 | 12.11 | 19.98 | 23.90 | 9.55 | 8.16 | 7.94 | 9.46 | 10.06 | 13.81 | 12.37 |
| Draw Down(%) | NA | 10.57 | 10.87 | 19.63 | 21.39 | NA | NA | … | … | 7.25 | 10.57 | 5.55 | 9.20 | 18.89 | 4.67 | 21.39 | 3.05 | 10.74 | 1.94 | 6.93 | 10.08 | 5.16 | 6.87 | 5.67 | 13.01 | 9.54 | 19.17 | 33.72 | 6.30 | 6.62 | 5.16 | 8.84 | 7.61 | 20.94 | 13.92 |
| Yield(%) | NA | 3.27 | 4.63 | 4.19 | 3.65 | NA | NA | … | … | NA | NA | 0.51 | 3.02 | 4.83 | 5.69 | 3.84 | 3.15 | 2.85 | 3.25 | 2.90 | 3.49 | 3.24 | 4.22 | 2.25 | 6.86 | 2.10 | 2.30 | 2.86 | 5.48 | 11.41 | 6.47 | 7.06 | 1.12 | 0.44 | 5.60 |
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 |
|---|---|---|---|---|
| DeepSeas 401k Plan Strategic Asset Allocation – Optimal Moderate |
-7.85%
Feb 2006 – Feb 2009 |
-1.47%
Feb 2004 – Feb 2009 |
4.22%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DeepSeas 401k Plan Strategic Asset Allocation – Optimal Moderate |
20.98%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
9.94%
Feb 2009 – Feb 2019 |
8.82%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart