Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pall Corporation 401K Plan Tactical Asset Allocation Moderate | NA | 4.60% | 5.58% | 10.41% | 8.94% | 10.11% | 9.84% | 10.09% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pall Corporation 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.52 | 4.60 | 5.58 | 10.41 | 8.94 | 10.11 | 9.84 | 10.09 | 3.75 | 13.52 | -7.84 | 10.36 | 34.83 | 20.66 | -5.31 | 14.53 | 10.81 | 2.68 | 8.46 | 18.18 | 8.93 | 1.93 | 15.10 | 20.10 | -1.68 | 11.82 | 12.03 | 6.73 | 13.37 | 23.93 | 6.11 | 2.28 |
| Sharpe Ratio | NA | 1.02 | 0.34 | 0.88 | 0.81 | NA | NA | 0.94 | 0.38 | 0.96 | -0.71 | 0.81 | 1.64 | 2.44 | -0.63 | 2.31 | 1.28 | 0.29 | 0.99 | 2.38 | 1.14 | 0.14 | 1.38 | 2.12 | -0.44 | 0.93 | 1.17 | 0.70 | 1.65 | 3.57 | 0.87 | -0.01 |
| Standard Deviation(%) | NA | 9.73 | 11.71 | 13.65 | 11.41 | NA | NA | 9.81 | 9.06 | 9.63 | 12.94 | 12.75 | 21.12 | 7.88 | 10.49 | 6.02 | 8.31 | 9.12 | 8.49 | 7.61 | 7.80 | 14.02 | 10.85 | 9.45 | 5.92 | 9.48 | 7.48 | 6.53 | 7.55 | 6.51 | 5.74 | 5.99 |
| Draw Down(%) | NA | 7.47 | 16.43 | 22.01 | 22.01 | NA | NA | 22.01 | 1.68 | 7.47 | 14.96 | 6.72 | 22.01 | 4.40 | 14.46 | 2.83 | 6.82 | 7.45 | 5.43 | 4.24 | 6.08 | 13.46 | 8.58 | 4.85 | 4.96 | 6.71 | 8.42 | 4.39 | 5.70 | 3.35 | 4.74 | 5.58 |
| Yield(%) | NA | 3.13 | 7.74 | 6.82 | 5.95 | NA | NA | 0.00 | 0.00 | 3.32 | 1.99 | 18.42 | 7.99 | 3.17 | 6.65 | 4.18 | 4.43 | 5.35 | 4.83 | 2.35 | 5.53 | 2.77 | 4.09 | 4.83 | 3.58 | 5.57 | 4.45 | 2.54 | 5.83 | 4.17 | 4.52 | 7.59 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Pall Corporation 401K Plan Tactical Asset Allocation Moderate |
4.91%
Dec 2020 - Dec 2023 |
5.67%
Mar 2015 - Mar 2020 |
8.13%
Mar 2010 - Mar 2020 |
8.91%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pall Corporation 401K Plan Tactical Asset Allocation Moderate |
21.54%
Dec 2018 - Dec 2021 |
15.78%
Apr 2016 - Apr 2021 |
12.34%
Sep 2011 - Sep 2021 |
11.44%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart