Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Tactical Asset Allocation Moderate | NA | 20.97% | -0.01% | 4.78% | 4.24% | 5.08% | 5.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Tactical Asset Allocation 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 (%) | -0.87 | 20.97 | -0.01 | 4.78 | 4.24 | 5.08 | 5.29 | … | … | 0.63 | 11.83 | 13.14 | -18.40 | 5.12 | 18.09 | 9.45 | -3.23 | 12.19 | 3.50 | -2.72 | 1.47 | 15.39 | 4.86 | 3.53 | 5.66 | 18.68 | 0.37 | 4.12 | 9.38 | 0.20 | 3.59 | 17.60 | 1.02 | 9.49 |
| Sharpe Ratio | NA | 0.76 | -0.22 | 0.31 | 0.38 | NA | NA | … | … | 0.06 | 0.58 | 1.09 | -1.86 | 0.57 | 2.42 | 1.60 | -0.63 | 2.60 | 0.71 | -0.57 | 0.24 | 2.07 | 0.80 | 0.49 | 0.98 | 3.82 | -0.19 | 0.23 | 1.21 | -0.36 | 0.37 | 2.56 | -0.01 | 1.87 |
| Standard Deviation(%) | NA | 8.99 | 9.35 | 8.92 | 7.35 | NA | NA | … | … | 9.64 | 9.03 | 8.12 | 10.63 | 8.91 | 7.39 | 5.04 | 7.24 | 4.44 | 4.63 | 4.87 | 6.02 | 7.42 | 6.01 | 7.13 | 5.70 | 4.87 | 2.86 | 4.95 | 5.04 | 5.48 | 7.12 | 6.61 | 6.12 | 3.84 |
| Draw Down(%) | NA | 5.35 | 17.80 | 21.13 | 21.13 | NA | NA | … | … | 0.72 | 5.35 | 7.60 | 19.10 | 5.13 | 7.39 | 3.39 | 8.66 | 1.51 | 3.86 | 6.23 | 5.70 | 6.41 | 6.75 | 5.13 | 5.93 | 3.50 | 2.30 | 3.22 | 4.03 | 5.16 | 6.64 | 3.14 | 6.94 | 2.38 |
| Yield(%) | NA | 3.29 | 2.94 | 2.72 | 2.41 | NA | NA | … | … | NA | 0.65 | 3.31 | 2.02 | 3.14 | 2.76 | 2.51 | 3.19 | 0.55 | 2.25 | 1.47 | 3.06 | 2.41 | 3.33 | 3.06 | 2.95 | 5.46 | 2.94 | 3.57 | 3.72 | 2.34 | 2.73 | 3.45 | 5.92 | 6.85 |
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 |
|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Tactical Asset Allocation Moderate |
-1.71%
Apr 2021 – Apr 2024 |
1.42%
Dec 2017 – Dec 2022 |
2.63%
Oct 2013 – Oct 2023 |
4.34%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GBT FULFILLMENT SERVICES LLC 401K PLAN Tactical Asset Allocation Moderate |
10.76%
Dec 2018 – Dec 2021 |
9.99%
Feb 2009 – Feb 2014 |
7.21%
Apr 2001 – Apr 2011 |
6.67%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart