NADART's 401k investment performance data are posted on the web at http://www.nadart.org/. They have two funds managed by NADART and 25 mutual funds. The Balanced portfolio (highest Sharpe ratio) has a 5yr APR = 5.70% with a Sharpe ratio of 1.58. This portfolio should not be confused with the NADART Fund (balanced) which has a 5yr APR = 2.94% and a Sharpe ratio of 0.013. The 3 largest holdings of the Balanced portfolio are the NADART Income Fund SVF.ndr in the scan, the bond fund PTTRX and the international investors fund MALOX in the scan. All but one of the 24 investment options in the portfolio design scan are in the Balanced portfolio. This is a large 401k Plan with good diversification that serves many organizations.
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