Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Avon Personal Savings Account Plan Tactical Asset Allocation Moderate | NA | 23.25% | 5.66% | 9.32% | 7.92% | 9.33% | 9.85% | 9.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Avon Personal Savings Account Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
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 | YTD | 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 (%) | -0.56 | 23.25 | 5.66 | 9.32 | 7.92 | 9.33 | 9.85 | 9.96 | NA | 11.84 | 14.02 | -8.83 | 13.44 | 14.09 | 19.72 | -4.75 | 11.26 | 8.84 | 1.46 | 7.10 | 19.44 | 11.96 | 2.49 | 17.68 | 22.11 | 0.50 | 12.24 | 14.11 | 7.54 | 14.07 | 25.20 | 0.41 | 0.76 |
| Sharpe Ratio | NA | 0.72 | 0.22 | 0.47 | 0.58 | NA | NA | 0.89 | 0.05 | 0.58 | 1.24 | -0.80 | 1.21 | 0.72 | 2.43 | -0.58 | 2.41 | 0.94 | 0.17 | 0.90 | 2.55 | 1.50 | 0.17 | 1.80 | 2.47 | -0.07 | 1.02 | 1.45 | 0.95 | 1.85 | 3.78 | -0.11 | -0.27 |
| Standard Deviation(%) | NA | 9.03 | 10.10 | 12.64 | 10.67 | NA | NA | 9.33 | 11.05 | 9.06 | 7.87 | 12.75 | 11.11 | 19.15 | 7.53 | 10.52 | 4.42 | 9.14 | 8.52 | 7.86 | 7.61 | 7.95 | 14.68 | 9.78 | 8.91 | 5.87 | 9.11 | 7.49 | 5.63 | 7.08 | 6.48 | 6.57 | 5.81 |
| Draw Down(%) | NA | 5.81 | 13.73 | 21.15 | 21.15 | NA | NA | 21.15 | 0.95 | 5.81 | 6.31 | 15.42 | 4.88 | 21.15 | 4.07 | 13.99 | 2.11 | 7.04 | 7.82 | 4.84 | 5.30 | 5.86 | 13.76 | 8.27 | 4.52 | 4.96 | 6.10 | 9.18 | 4.43 | 6.85 | 3.16 | 8.28 | 5.78 |
| Yield(%) | NA | 6.24 | 4.97 | 5.04 | 5.24 | NA | NA | 0.00 | NA | 1.30 | 6.42 | 2.83 | 5.28 | 6.21 | 4.28 | 5.45 | 6.36 | 3.11 | 7.34 | 5.39 | 5.89 | 5.67 | 3.47 | 5.21 | 5.06 | 4.33 | 6.37 | 4.91 | 5.07 | 3.46 | 3.55 | 4.10 | 7.57 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Avon Personal Savings Account Plan Tactical Asset Allocation Moderate |
3.70%
Apr 2021 - Apr 2024 |
4.20%
Mar 2015 - Mar 2020 |
6.49%
Oct 2013 - Oct 2023 |
8.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Avon Personal Savings Account Plan Tactical Asset Allocation Moderate |
17.25%
Apr 2003 - Apr 2006 |
15.40%
Oct 2002 - Oct 2007 |
13.05%
Mar 2003 - Mar 2013 |
11.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart