Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 25.84% | 1.88% | 7.55% | 6.42% | 7.41% | 7.05% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NETSPEND CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -1.06 | 25.84 | 1.88 | 7.55 | 6.42 | 7.41 | 7.05 | … | … | 0.37 | 7.60 | 11.39 | -14.41 | 3.00 | 27.47 | 19.89 | -4.13 | 14.85 | 5.94 | -3.40 | 1.64 | 12.22 | 12.46 | 1.64 | 13.83 | 29.33 | -25.41 | 11.90 | 10.80 | 9.15 | 16.57 | 26.94 | -2.95 | 2.82 |
| Sharpe Ratio | NA | 0.28 | -0.23 | 0.29 | 0.44 | NA | NA | … | … | 0.04 | 0.11 | 0.75 | -1.14 | 0.28 | 1.65 | 2.58 | -0.54 | 2.61 | 0.66 | -0.39 | 0.24 | 1.63 | 1.63 | 0.12 | 1.25 | 1.70 | -1.19 | 0.90 | 0.95 | 1.16 | 2.10 | 3.44 | -0.41 | 0.06 |
| Standard Deviation(%) | NA | 9.26 | 11.12 | 12.34 | 10.46 | NA | NA | … | … | 8.47 | 9.34 | 9.50 | 13.89 | 10.81 | 16.50 | 7.15 | 10.10 | 5.44 | 8.67 | 8.69 | 6.87 | 7.48 | 7.61 | 13.83 | 11.01 | 17.17 | 22.14 | 9.88 | 7.93 | 5.99 | 7.44 | 7.63 | 9.85 | 9.18 |
| Draw Down(%) | NA | 6.24 | 21.02 | 23.63 | 23.63 | NA | NA | … | … | 0.71 | 6.22 | 10.12 | 21.73 | 8.94 | 20.76 | 3.56 | 11.70 | 3.20 | 7.77 | 11.00 | 5.80 | 8.14 | 6.11 | 13.83 | 8.28 | 16.24 | 36.39 | 6.82 | 9.60 | 3.92 | 7.69 | 6.84 | 17.20 | 12.32 |
| Yield(%) | NA | 3.24 | 4.87 | 4.62 | 3.81 | NA | NA | … | … | NA | 0.76 | 3.03 | 4.89 | 5.49 | 6.09 | 2.39 | 4.99 | 0.39 | 2.64 | 3.76 | 3.46 | 3.89 | 4.23 | 4.39 | 3.40 | 3.34 | 4.60 | 5.91 | 6.45 | 3.15 | 3.67 | 3.25 | 3.27 | 3.57 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-6.90%
Feb 2006 – Feb 2009 |
0.25%
Feb 2004 – Feb 2009 |
4.44%
Oct 2013 – Oct 2023 |
4.84%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NETSPEND CORPORATION 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.07%
Feb 2009 – Feb 2012 |
16.20%
Feb 2009 – Feb 2014 |
10.40%
Mar 2003 – Mar 2013 |
9.19%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart