Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Strategic Asset Allocation – Optimal Moderate | NA | 26.13% | 3.72% | 6.30% | 6.43% | 7.39% | 6.71% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) 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 (%) | -0.86 | 26.13 | 3.72 | 6.30 | 6.43 | 7.39 | 6.71 | … | … | 0.57 | 6.83 | 8.94 | -11.73 | 5.72 | 15.51 | 18.00 | -3.52 | 13.52 | 5.14 | 3.03 | 2.34 | 18.84 | 10.47 | -3.25 | 15.66 | 24.51 | -25.00 | 8.75 | 11.81 | 8.99 | 13.23 | 32.95 | -8.80 | 6.29 |
| Sharpe Ratio | NA | 0.17 | -0.28 | 0.17 | 0.40 | NA | NA | … | … | 0.06 | 0.02 | 0.57 | -1.08 | 0.59 | 0.76 | 2.19 | -0.44 | 2.42 | 0.62 | 0.35 | 0.33 | 2.56 | 1.29 | -0.21 | 1.26 | 1.45 | -1.21 | 0.61 | 1.16 | 1.07 | 1.48 | 3.76 | -0.83 | 0.34 |
| Standard Deviation(%) | NA | 9.96 | 10.28 | 12.78 | 10.76 | NA | NA | … | … | 8.38 | 10.03 | 8.29 | 12.13 | 9.57 | 20.17 | 7.59 | 11.07 | 5.31 | 7.92 | 8.55 | 7.07 | 7.36 | 8.07 | 15.66 | 12.37 | 16.86 | 21.43 | 9.42 | 7.39 | 6.39 | 8.29 | 8.58 | 11.99 | 11.66 |
| Draw Down(%) | NA | 9.68 | 18.92 | 24.99 | 24.99 | NA | NA | … | … | 0.76 | 9.68 | 8.58 | 19.11 | 6.40 | 24.99 | 3.35 | 13.21 | 2.19 | 6.42 | 6.88 | 6.30 | 5.50 | 6.18 | 16.53 | 10.50 | 15.84 | 36.02 | 6.95 | 8.14 | 4.95 | 7.43 | 7.99 | 19.36 | 13.03 |
| Yield(%) | NA | 6.72 | 6.13 | 5.12 | 5.66 | NA | NA | … | … | NA | 0.00 | 7.36 | 4.26 | 6.83 | 5.41 | 1.38 | 6.66 | 7.01 | 4.21 | 7.49 | 6.18 | 3.23 | 5.74 | 3.54 | 3.60 | 2.16 | 3.16 | 6.34 | 8.50 | 3.95 | 2.72 | 4.53 | 3.07 | 6.17 |
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 |
|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
-7.32%
Feb 2006 – Feb 2009 |
-0.66%
Feb 2004 – Feb 2009 |
4.51%
Oct 2013 – Oct 2023 |
4.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Redmond Technology Partners, LLC Employee 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
20.48%
Feb 2003 – Feb 2006 |
15.77%
Sep 2002 – Sep 2007 |
10.32%
Feb 2009 – Feb 2019 |
9.13%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart