Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| The Online 401K Schwab CustomK Tactical Asset Allocation Moderate | NA | 19.42% | 3.24% | 8.13% | 7.30% | 8.39% | 9.39% | 9.13% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Online 401K Schwab CustomK 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 | 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 (%) | -0.61 | 19.42 | 3.24 | 8.13 | 7.30 | 8.39 | 9.39 | 9.13 | NA | 5.02 | 11.11 | -10.57 | 14.69 | 16.83 | 21.27 | -1.61 | 7.46 | 8.94 | -1.86 | 6.05 | 15.24 | 12.57 | 1.66 | 14.20 | 20.11 | 8.30 | 9.64 | 20.53 | 4.43 | 12.35 | 13.93 | 1.83 | 0.85 |
| Sharpe Ratio | NA | -0.07 | -0.15 | 0.34 | 0.47 | NA | NA | 0.76 | 0.00 | -0.16 | 0.82 | -0.96 | 1.30 | 0.86 | 3.44 | -0.32 | 1.26 | 1.10 | -0.22 | 0.80 | 2.04 | 1.62 | 0.10 | 1.22 | 1.69 | 1.16 | 0.62 | 2.13 | 0.32 | 1.47 | 2.20 | 0.13 | -0.25 |
| Standard Deviation(%) | NA | 9.52 | 10.24 | 12.78 | 10.50 | NA | NA | 9.62 | 9.48 | 9.60 | 8.33 | 12.48 | 11.26 | 19.25 | 5.77 | 9.21 | 5.40 | 7.97 | 8.69 | 7.57 | 7.45 | 7.72 | 15.56 | 11.54 | 11.83 | 6.35 | 10.78 | 8.10 | 6.99 | 7.75 | 6.03 | 5.51 | 5.94 |
| Draw Down(%) | NA | 5.98 | 14.28 | 20.57 | 20.57 | NA | NA | 20.57 | 0.84 | 5.98 | 7.52 | 16.81 | 5.97 | 20.57 | 1.90 | 9.90 | 2.99 | 5.78 | 10.71 | 4.93 | 7.90 | 5.90 | 12.59 | 7.76 | 6.34 | 3.53 | 7.47 | 6.15 | 5.72 | 9.77 | 4.28 | 3.79 | 5.68 |
| Yield(%) | NA | 3.24 | 4.98 | 5.83 | 6.52 | NA | NA | 0.00 | NA | 1.04 | 3.36 | 4.71 | 6.09 | 9.89 | 7.73 | 4.53 | 3.00 | 10.49 | 8.86 | 7.26 | 7.26 | 4.57 | 3.66 | 4.86 | 3.94 | 5.23 | 8.27 | 8.96 | 5.15 | 5.94 | 4.99 | 2.82 | 4.21 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| The Online 401K Schwab CustomK Tactical Asset Allocation Moderate |
1.43%
Dec 2021 - Dec 2024 |
3.69%
Dec 2013 - Dec 2018 |
6.02%
Oct 2013 - Oct 2023 |
7.74%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Online 401K Schwab CustomK Tactical Asset Allocation Moderate |
17.56%
Dec 2018 - Dec 2021 |
15.60%
Apr 2005 - Apr 2010 |
12.79%
Apr 2003 - Apr 2013 |
10.46%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart