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 Asset Allocation Composite Moderate | 5.21% | 18.60% | 9.61% | 5.02% | 7.07% | 6.33% | 7.02% | … | … |
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 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 (%) | 0.12 | 18.60 | 9.61 | 5.02 | 7.07 | 6.33 | 7.02 | … | … | 5.21 | 14.89 | 3.22 | 8.78 | -10.78 | 8.11 | 9.15 | 17.60 | -6.00 | 15.74 | 4.29 | -0.29 | 4.61 | 11.21 | 15.73 | 1.70 | 15.20 | 15.47 | 0.88 | 4.32 | 9.89 | 4.47 | 9.20 | 14.90 | -1.09 | 2.86 |
| Sharpe Ratio | NA | 1.78 | 0.68 | 0.21 | 0.48 | NA | NA | … | … | 0.27 | 1.37 | -0.05 | 0.58 | -1.02 | 0.93 | 0.53 | 2.67 | -0.82 | 2.87 | 0.45 | -0.04 | 0.70 | 1.43 | 2.00 | 0.12 | 1.67 | 1.96 | -1.57 | 0.15 | 1.12 | 0.44 | 1.34 | 2.88 | -0.91 | 0.31 |
| Standard Deviation(%) | NA | 8.40 | 8.79 | 9.42 | 9.78 | NA | NA | … | … | 10.69 | 8.79 | 8.54 | 8.88 | 11.97 | 8.69 | 16.70 | 6.04 | 8.99 | 5.25 | 9.16 | 8.23 | 6.57 | 7.80 | 7.84 | 13.62 | 9.06 | 7.85 | 0.06 | 7.69 | 5.77 | 5.05 | 6.11 | 4.93 | 2.46 | 1.39 |
| Draw Down(%) | NA | 7.51 | 11.68 | 16.55 | 23.41 | NA | NA | … | … | 7.51 | 9.93 | 5.95 | 10.15 | 16.55 | 4.27 | 23.41 | 2.61 | 12.12 | 1.90 | 6.88 | 9.32 | 5.56 | 7.85 | 5.69 | 12.45 | 6.65 | 3.31 | 0.04 | 5.09 | 6.10 | 3.68 | 5.28 | 2.75 | 3.11 | 1.65 |
| Yield(%) | NA | 3.34 | 3.85 | 3.62 | 3.58 | NA | NA | … | … | NA | NA | 0.66 | 2.93 | 3.27 | 4.68 | 1.59 | 5.67 | 2.40 | 4.43 | 4.14 | 3.09 | 3.85 | 3.60 | 5.24 | 4.12 | 2.78 | 2.15 | 0.92 | 6.14 | 6.08 | 4.30 | 2.66 | 2.31 | 1.55 | 2.42 |
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 Asset Allocation Composite Moderate |
0.05%
Apr 2021 – Apr 2024 |
2.01%
Mar 2015 – Mar 2020 |
3.85%
Oct 2013 – Oct 2023 |
5.88%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Renovo Resources Employee 401K Asset Allocation Composite Moderate |
13.34%
Jun 2009 – Jun 2012 |
13.14%
Jun 2009 – Jun 2014 |
9.60%
Apr 2003 – Apr 2013 |
8.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart