Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 30.14% | 9.27% | 10.72% | 7.08% | 7.13% | 6.27% | 6.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TechTeam Global Retirement Savings Plan Strategic Asset Allocation - Equal Weight 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 (%) | -0.35 | 30.14 | 9.27 | 10.72 | 7.08 | 7.13 | 6.27 | 6.20 | NA | 17.95 | 21.62 | -3.23 | -0.53 | 16.74 | 16.83 | -8.17 | 11.55 | 3.08 | -0.68 | 2.82 | 8.65 | 10.14 | -2.72 | 13.74 | 22.96 | -31.94 | 12.80 | 12.91 | 11.72 | 11.25 | 17.29 | -4.24 | -0.84 |
| Sharpe Ratio | NA | 1.56 | 0.86 | 0.65 | 0.56 | NA | NA | 0.45 | 0.17 | 1.40 | 2.31 | -0.40 | -0.05 | 0.94 | 2.41 | -0.96 | 2.36 | 0.33 | -0.08 | 0.46 | 1.62 | 1.82 | -0.27 | 1.42 | 1.38 | -1.51 | 0.95 | 1.20 | 1.76 | 1.71 | 2.20 | -0.43 | -0.31 |
| Standard Deviation(%) | NA | 8.07 | 9.22 | 11.73 | 9.98 | NA | NA | 10.40 | 4.31 | 8.13 | 7.53 | 11.50 | 10.99 | 17.63 | 6.41 | 9.84 | 4.62 | 8.79 | 8.61 | 6.15 | 5.32 | 5.55 | 10.13 | 9.59 | 16.51 | 21.72 | 10.38 | 8.00 | 5.41 | 6.03 | 7.53 | 12.50 | 10.33 |
| Draw Down(%) | NA | 4.76 | 12.44 | 23.75 | 23.75 | NA | NA | 43.69 | 0.08 | 4.76 | 4.54 | 12.63 | 10.21 | 23.75 | 3.40 | 15.05 | 1.90 | 8.04 | 7.98 | 5.49 | 5.00 | 5.53 | 12.10 | 7.14 | 16.54 | 39.27 | 8.24 | 10.52 | 4.30 | 5.96 | 7.95 | 16.68 | 12.22 |
| Yield(%) | NA | 15.72 | 9.96 | 7.29 | 5.13 | NA | NA | 3.77 | NA | 4.43 | 15.23 | 7.52 | 1.83 | 3.86 | 2.73 | 4.98 | 0.67 | 1.75 | 4.07 | 3.59 | 2.92 | 2.32 | 2.76 | 2.65 | 1.76 | 1.65 | 8.75 | 4.35 | 2.84 | 2.56 | 0.30 | 1.21 | 2.06 |
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 |
|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-9.42%
Feb 2006 - Feb 2009 |
-1.35%
Feb 2004 - Feb 2009 |
2.37%
Oct 2007 - Oct 2017 |
2.46%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
17.52%
Feb 2009 - Feb 2012 |
14.38%
Oct 2002 - Oct 2007 |
7.67%
Feb 2009 - Feb 2019 |
8.31%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart