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 |
|---|---|---|---|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.80% | 2.02% | 6.12% | 4.90% | 6.39% | 5.88% | 6.22% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAI CONSULTANTS 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 (%) | -0.89 | 24.80 | 2.02 | 6.12 | 4.90 | 6.39 | 5.88 | 6.22 | NA | 8.31 | 13.10 | -15.98 | 4.64 | 16.26 | 19.62 | -8.09 | 9.82 | 4.69 | -0.29 | 1.88 | 14.18 | 13.67 | -3.49 | 16.06 | 29.35 | -28.84 | 10.82 | 12.64 | 6.60 | 13.95 | 25.66 | -5.75 | 0.11 |
| Sharpe Ratio | NA | 0.35 | -0.22 | 0.17 | 0.30 | NA | NA | 0.41 | 0.02 | 0.20 | 0.96 | -1.20 | 0.50 | 0.93 | 2.86 | -0.95 | 1.75 | 0.51 | -0.04 | 0.28 | 1.97 | 1.84 | -0.24 | 1.29 | 1.68 | -1.33 | 0.77 | 1.26 | 0.69 | 1.74 | 3.05 | -0.59 | -0.21 |
| Standard Deviation(%) | NA | 8.37 | 11.04 | 12.25 | 10.27 | NA | NA | 11.08 | 5.36 | 8.47 | 9.25 | 14.45 | 9.19 | 17.27 | 6.37 | 9.91 | 5.26 | 8.71 | 8.02 | 6.64 | 7.17 | 7.41 | 14.56 | 12.40 | 17.41 | 22.33 | 10.13 | 7.41 | 6.40 | 7.49 | 8.20 | 11.65 | 10.60 |
| Draw Down(%) | NA | 5.97 | 23.20 | 24.91 | 24.91 | NA | NA | 41.76 | 0.56 | 5.97 | 8.79 | 23.83 | 6.00 | 21.19 | 3.15 | 14.40 | 3.44 | 7.19 | 9.31 | 6.19 | 7.42 | 5.75 | 16.14 | 9.95 | 16.82 | 37.53 | 7.31 | 7.46 | 4.68 | 6.66 | 6.80 | 16.10 | 13.05 |
| Yield(%) | NA | 5.93 | 6.28 | 5.26 | 4.49 | NA | NA | 4.20 | NA | 1.39 | 5.57 | 6.49 | 4.74 | 4.10 | 3.29 | 6.90 | 0.47 | 1.95 | 4.17 | 5.59 | 6.14 | 3.60 | 4.50 | 3.33 | 2.16 | 2.58 | 5.98 | 5.96 | 4.31 | 4.22 | 3.73 | 2.79 | 2.68 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-8.66%
Feb 2006 - Feb 2009 |
-1.67%
Feb 2004 - Feb 2009 |
3.13%
Oct 2013 - Oct 2023 |
3.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
20.26%
Feb 2009 - Feb 2012 |
16.53%
Feb 2009 - Feb 2014 |
9.36%
Feb 2009 - Feb 2019 |
8.16%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart