Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Arc Inc Retirement Plan Tactical Asset Allocation Moderate | NA | 26.76% | 5.94% | 7.92% | 6.14% | 6.85% | 8.10% | 8.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Arc Inc Retirement 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 | 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 (%) | -1.04 | 26.76 | 5.94 | 7.92 | 6.14 | 6.85 | 8.10 | 8.47 | NA | 8.47 | 14.50 | -7.40 | 5.20 | 13.30 | 17.10 | -8.39 | 9.95 | 9.40 | -2.83 | 3.45 | 12.31 | 12.20 | -1.45 | 12.09 | 22.12 | -1.36 | 12.52 | 16.08 | 9.32 | 13.32 | 19.79 | -0.79 | 8.07 |
| Sharpe Ratio | NA | 0.27 | 0.08 | 0.32 | 0.37 | NA | NA | 0.70 | 0.01 | 0.18 | 1.21 | -0.69 | 0.49 | 0.69 | 2.12 | -0.97 | 1.96 | 1.05 | -0.32 | 0.45 | 1.63 | 1.51 | -0.10 | 1.06 | 2.07 | -0.40 | 0.98 | 1.73 | 1.07 | 1.56 | 2.91 | -0.32 | 1.07 |
| Standard Deviation(%) | NA | 10.45 | 10.69 | 12.74 | 10.70 | NA | NA | 9.53 | 9.39 | 10.48 | 8.45 | 12.74 | 10.59 | 18.85 | 7.42 | 10.01 | 4.76 | 8.78 | 8.95 | 7.57 | 7.54 | 8.02 | 14.86 | 11.28 | 10.64 | 5.65 | 9.69 | 7.42 | 6.66 | 7.92 | 6.55 | 5.97 | 5.37 |
| Draw Down(%) | NA | 8.49 | 13.78 | 23.56 | 23.56 | NA | NA | 23.56 | 0.87 | 8.38 | 6.57 | 14.01 | 6.69 | 23.56 | 3.92 | 15.78 | 2.55 | 7.77 | 11.01 | 6.08 | 7.13 | 6.19 | 16.14 | 8.56 | 5.22 | 7.63 | 7.04 | 8.85 | 5.27 | 6.39 | 5.49 | 7.09 | 4.22 |
| Yield(%) | NA | 5.76 | 4.72 | 5.44 | 6.40 | NA | NA | 0.00 | NA | 1.23 | 5.95 | 1.83 | 5.52 | 4.65 | 10.12 | 5.50 | 4.77 | 5.12 | 7.94 | 13.38 | 3.12 | 4.11 | 2.61 | 3.25 | 6.38 | 8.20 | 7.14 | 6.17 | 5.23 | 4.43 | 3.71 | 3.06 | 8.23 |
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 |
|---|---|---|---|---|
| Arc Inc Retirement Plan Tactical Asset Allocation Moderate |
0.91%
Mar 2017 - Mar 2020 |
1.49%
Mar 2015 - Mar 2020 |
4.08%
Oct 2013 - Oct 2023 |
5.53%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Arc Inc Retirement Plan Tactical Asset Allocation Moderate |
16.97%
Apr 2003 - Apr 2006 |
14.92%
Feb 2003 - Feb 2008 |
11.75%
Apr 2003 - Apr 2013 |
9.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart