Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Tactical Asset Allocation Moderate | NA | 24.54% | 0.70% | 7.29% | 4.51% | 4.92% | 5.86% | 7.07% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REALNETWORKS INC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.09 | 24.54 | 0.70 | 7.29 | 4.51 | 4.92 | 5.86 | 7.07 | NA | 7.21 | 17.52 | -20.09 | 11.88 | 20.10 | 7.09 | -3.62 | 7.71 | 6.54 | -6.20 | -1.55 | 18.19 | 4.80 | 0.57 | 3.36 | 15.01 | 2.30 | 9.42 | 11.40 | 4.35 | 11.58 | 19.27 | 10.95 | 10.88 |
| Sharpe Ratio | NA | 0.22 | -0.25 | 0.35 | 0.30 | NA | NA | 0.68 | 0.05 | 0.07 | 1.51 | -1.36 | 1.37 | 2.06 | 1.25 | -0.65 | 1.32 | 1.42 | -1.27 | -0.17 | 2.50 | 0.92 | 0.06 | 0.31 | 1.82 | 0.32 | 0.65 | 1.07 | 0.38 | 1.43 | 3.02 | 2.34 | 1.96 |
| Standard Deviation(%) | NA | 9.39 | 11.81 | 10.85 | 8.60 | NA | NA | 7.91 | 8.91 | 9.44 | 8.81 | 15.83 | 8.64 | 9.66 | 4.54 | 7.60 | 5.37 | 4.47 | 4.92 | 9.12 | 7.26 | 5.18 | 9.45 | 10.43 | 8.20 | 4.28 | 9.85 | 7.63 | 5.71 | 7.43 | 6.15 | 4.21 | 4.37 |
| Draw Down(%) | NA | 6.74 | 24.20 | 26.87 | 26.87 | NA | NA | 26.87 | 0.73 | 6.74 | 9.00 | 25.07 | 5.06 | 9.26 | 3.90 | 10.11 | 3.16 | 2.60 | 7.65 | 5.77 | 4.26 | 4.66 | 9.64 | 11.10 | 4.89 | 2.32 | 7.99 | 9.01 | 4.48 | 6.39 | 3.22 | 2.41 | 2.74 |
| Yield(%) | NA | 3.92 | 3.89 | 4.14 | 3.32 | NA | NA | 4.02 | NA | 0.51 | 3.91 | 2.26 | 5.66 | 4.72 | 4.40 | 2.68 | 0.43 | 3.35 | 1.33 | 4.57 | 6.14 | 3.29 | 2.53 | 3.24 | 3.72 | 3.66 | 6.31 | 4.64 | 4.46 | 2.99 | 3.47 | 7.45 | 6.76 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Tactical Asset Allocation Moderate |
-0.54%
Dec 2013 - Dec 2016 |
0.42%
Dec 2013 - Dec 2018 |
2.33%
Oct 2013 - Oct 2023 |
3.48%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Tactical Asset Allocation Moderate |
13.87%
Dec 2001 - Dec 2004 |
12.51%
Oct 2002 - Oct 2007 |
9.90%
Apr 2001 - Apr 2011 |
7.40%
May 2002 - May 2017 |
Annualized Rolling Returns Comparison Chart