Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/29/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Strategic Asset Allocation - Equal Weight Moderate | NA | 10.31% | 4.75% | 7.02% | 4.69% | 7.15% | NA | 6.11% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/14/2017 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/29/2017.
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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.08 | 10.31 | 4.75 | 7.02 | 4.69 | 7.15 | NA | 6.11 | 10.77 | 4.92 | -0.91 | 2.88 | 17.16 | 13.29 | -1.31 | 13.21 | 24.57 | -25.65 | 5.42 | 10.62 | 7.65 | 11.44 | 20.66 | -8.40 | 3.47 |
| Sharpe Ratio | NA | 1.94 | 0.67 | 0.95 | 0.39 | NA | NA | 0.43 | 1.92 | 0.56 | -0.12 | 0.44 | 2.46 | 1.66 | -0.10 | 1.14 | 1.28 | -1.14 | 0.26 | 1.16 | 0.81 | 1.27 | 2.01 | -0.75 | 0.11 |
| Standard Deviation(%) | NA | 5.20 | 7.33 | 7.10 | 12.50 | NA | NA | 11.32 | 5.29 | 8.38 | 7.86 | 6.53 | 6.98 | 7.96 | 14.06 | 11.56 | 19.18 | 23.27 | 9.09 | 6.33 | 6.77 | 8.28 | 9.93 | 12.61 | 11.03 |
| Draw Down(%) | NA | 2.31 | 11.91 | 11.91 | 38.95 | NA | NA | 40.47 | 2.31 | 7.12 | 8.06 | 5.44 | 6.11 | 6.38 | 13.82 | 8.90 | 19.16 | 36.41 | 5.90 | 5.44 | 4.18 | 7.22 | 8.43 | 21.06 | 11.67 |
| Yield(%) | NA | 2.18 | 2.75 | 2.94 | 3.22 | NA | NA | 3.14 | 0.63 | 3.62 | 3.16 | 2.44 | 3.33 | 3.35 | 4.01 | 2.85 | 2.69 | 2.63 | 6.37 | 3.84 | 3.26 | 4.02 | 1.15 | 0.49 | 2.46 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Strategic Asset Allocation - Equal Weight Moderate |
-9.41%
Feb 2006 - Feb 2009 |
-2.54%
Feb 2004 - Feb 2009 |
4.30%
Feb 2006 - Feb 2016 |
5.14%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Strategic Asset Allocation - Equal Weight Moderate |
19.21%
Feb 2009 - Feb 2012 |
16.48%
Feb 2009 - Feb 2014 |
7.88%
Mar 2003 - Mar 2013 |
7.17%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart