Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Tactical Asset Allocation Moderate | NA | 10.70% | 4.45% | 6.19% | 5.08% | 7.23% | NA | 7.30% |
Data as of 10/31/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/18/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.56 | 10.70 | 4.45 | 6.19 | 5.08 | 7.23 | NA | 7.30 | 2.53 | 9.13 | 1.30 | -0.19 | 1.11 | 17.13 | 5.81 | 1.30 | 6.39 | 11.89 | -1.49 | 9.16 | 13.07 | 5.05 | 9.09 | 17.80 | 3.94 | 6.01 |
| Sharpe Ratio | NA | 2.06 | 0.76 | 0.99 | 0.77 | NA | NA | 0.92 | 0.63 | 1.72 | 0.25 | -0.04 | 0.18 | 2.56 | 0.98 | 0.16 | 0.61 | 1.57 | -0.56 | 0.70 | 1.30 | 0.49 | 1.08 | 3.00 | 0.79 | 0.99 |
| Standard Deviation(%) | NA | 4.99 | 4.81 | 5.45 | 6.56 | NA | NA | 6.48 | 3.92 | 4.94 | 4.35 | 5.03 | 5.99 | 6.69 | 5.88 | 7.90 | 10.40 | 7.52 | 4.31 | 8.81 | 7.53 | 5.88 | 7.57 | 5.70 | 3.62 | 3.75 |
| Draw Down(%) | NA | 4.10 | 4.10 | 4.80 | 9.08 | NA | NA | 9.08 | 0.19 | 4.10 | 3.97 | 3.95 | 4.80 | 4.20 | 5.49 | 6.74 | 9.08 | 4.29 | 7.20 | 6.24 | 8.98 | 5.00 | 7.09 | 2.87 | 3.86 | 2.54 |
| Yield(%) | NA | 0.25 | 2.03 | 2.08 | 2.30 | NA | NA | 2.93 | 0.00 | 0.26 | 2.39 | 3.42 | 3.16 | 1.19 | 2.54 | 2.54 | 2.35 | 2.66 | 2.66 | 4.65 | 5.00 | 3.12 | 2.25 | 3.30 | 3.18 | 5.07 |
Data as of 10/31/2017, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Tactical Asset Allocation Moderate |
0.74%
Dec 2013 - Dec 2016 |
3.92%
May 2007 - May 2012 |
5.08%
Oct 2007 - Oct 2017 |
6.54%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PULTE HOMES, INC. 401(K) PLAN Tactical Asset Allocation Moderate |
12.71%
Apr 2003 - Apr 2006 |
11.66%
Oct 2002 - Oct 2007 |
8.42%
Apr 2001 - Apr 2011 |
7.30%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart