Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Renovo Resources Employee 401K Strategic Asset Allocation – Optimal Moderate | 5.74% | 18.64% | 11.23% | 4.88% | 8.22% | 6.83% | 6.36% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Renovo Resources Employee 401K 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 (%) | 0.33 | 18.64 | 11.23 | 4.88 | 8.22 | 6.83 | 6.36 | … | … | 5.74 | 14.06 | 6.41 | 11.53 | -14.83 | 7.03 | 18.32 | 21.40 | -6.68 | 13.76 | 6.31 | 0.00 | 3.41 | 11.80 | 14.26 | 0.43 | 16.54 | 27.16 | -25.52 | 2.57 | 12.26 | 6.85 | 13.78 | 22.48 | -7.77 | -2.79 |
| Sharpe Ratio | NA | 1.81 | 0.86 | 0.22 | 0.58 | NA | NA | … | … | 0.38 | 1.21 | 0.36 | 0.90 | -1.19 | 0.69 | 1.02 | 3.13 | -0.84 | 2.79 | 0.73 | 0.00 | 0.54 | 1.57 | 1.74 | 0.03 | 1.35 | 1.31 | -1.05 | -0.06 | 1.09 | 0.72 | 1.56 | 2.50 | -0.79 | -0.66 |
| Standard Deviation(%) | NA | 8.53 | 8.81 | 9.94 | 10.25 | NA | NA | … | … | 10.74 | 9.26 | 7.77 | 8.76 | 13.61 | 10.11 | 17.72 | 6.36 | 9.57 | 4.69 | 8.29 | 7.99 | 6.28 | 7.52 | 8.14 | 14.53 | 12.18 | 20.72 | 25.13 | 10.33 | 8.09 | 6.38 | 8.20 | 8.69 | 11.33 | 7.91 |
| Draw Down(%) | NA | 7.56 | 11.46 | 22.76 | 23.43 | NA | NA | … | … | 7.56 | 10.47 | 4.80 | 9.41 | 21.88 | 7.06 | 23.43 | 2.77 | 13.28 | 2.04 | 7.25 | 8.12 | 4.87 | 7.43 | 7.10 | 13.67 | 9.38 | 20.35 | 38.53 | 7.29 | 8.12 | 4.62 | 7.06 | 8.89 | 18.41 | 11.03 |
| Yield(%) | NA | 3.17 | 4.37 | 4.16 | 3.93 | NA | NA | … | … | NA | NA | 0.70 | 3.10 | 4.93 | 3.98 | 2.55 | 5.90 | 3.34 | 2.93 | 4.54 | 3.70 | 4.44 | 4.38 | 4.46 | 3.95 | 3.09 | 3.32 | 4.04 | 7.47 | 7.13 | 5.02 | 3.06 | 2.67 | 2.57 | 2.77 |
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 |
|---|---|---|---|---|
| Renovo Resources Employee 401K Strategic Asset Allocation – Optimal Moderate |
-10.80%
Feb 2006 – Feb 2009 |
-2.94%
Feb 2004 – Feb 2009 |
4.37%
Oct 2013 – Oct 2023 |
4.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Renovo Resources Employee 401K Strategic Asset Allocation – Optimal Moderate |
22.94%
Feb 2009 – Feb 2012 |
17.85%
Feb 2009 – Feb 2014 |
10.89%
Feb 2009 – Feb 2019 |
9.48%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart