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 Strategic Asset Allocation - Optimal Moderate | NA | 25.77% | 3.19% | 11.32% | 8.27% | 8.76% | 7.73% | 8.05% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.14 | 25.77 | 3.19 | 11.32 | 8.27 | 8.76 | 7.73 | 8.05 | NA | 8.93 | 13.27 | -13.15 | 15.41 | 31.85 | 20.79 | -6.24 | 11.35 | 6.94 | -2.17 | 1.01 | 19.84 | 14.73 | -3.83 | 13.57 | 28.52 | -27.14 | 8.69 | 13.72 | 8.01 | 13.05 | 24.74 | -3.68 | 4.64 |
| Sharpe Ratio | NA | 0.39 | -0.12 | 0.61 | 0.60 | NA | NA | 0.58 | 0.02 | 0.25 | 1.03 | -1.05 | 1.73 | 1.61 | 2.52 | -0.74 | 2.32 | 0.87 | -0.30 | 0.15 | 2.67 | 1.87 | -0.26 | 1.17 | 1.62 | -1.27 | 0.61 | 1.51 | 1.02 | 1.69 | 2.76 | -0.46 | 0.29 |
| Standard Deviation(%) | NA | 9.13 | 10.84 | 12.82 | 10.57 | NA | NA | 11.01 | 8.46 | 9.20 | 8.73 | 13.81 | 8.88 | 19.69 | 7.71 | 10.17 | 4.62 | 7.71 | 7.30 | 6.70 | 7.42 | 7.85 | 14.95 | 11.50 | 17.55 | 22.17 | 9.32 | 6.92 | 5.70 | 7.15 | 8.71 | 10.50 | 7.98 |
| Draw Down(%) | NA | 6.30 | 19.70 | 22.75 | 22.75 | NA | NA | 40.48 | 0.77 | 6.30 | 9.28 | 20.08 | 5.27 | 22.75 | 4.42 | 13.75 | 2.14 | 5.25 | 7.90 | 5.27 | 5.40 | 6.53 | 16.06 | 8.79 | 17.69 | 36.86 | 7.06 | 7.69 | 3.76 | 6.52 | 7.66 | 14.07 | 11.39 |
| Yield(%) | NA | 4.78 | 4.83 | 4.39 | 4.07 | NA | NA | 4.13 | NA | 0.43 | 5.11 | 5.23 | 3.96 | 5.09 | 2.05 | 6.20 | 0.42 | 4.08 | 3.55 | 4.64 | 4.53 | 4.37 | 2.32 | 2.73 | 3.02 | 3.23 | 7.42 | 6.34 | 5.53 | 3.83 | 2.23 | 3.69 | 4.99 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-8.37%
Feb 2006 - Feb 2009 |
-1.36%
Feb 2004 - Feb 2009 |
4.82%
May 2007 - May 2017 |
5.33%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REALNETWORKS INC 401K PLAN Strategic Asset Allocation - Optimal Moderate |
22.50%
Dec 2018 - Dec 2021 |
17.36%
Feb 2009 - Feb 2014 |
10.99%
Sep 2011 - Sep 2021 |
10.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart