Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Sherwood Management Company Inc 401K Plan Tactical Asset Allocation Moderate | NA | 23.33% | 2.43% | 6.94% | 5.22% | 6.04% | 6.47% | 6.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Sherwood Management Company Inc 401K 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 (%) | -1.05 | 23.33 | 2.43 | 6.94 | 5.22 | 6.04 | 6.47 | 6.64 | NA | 6.62 | 12.10 | -14.08 | 10.01 | 19.24 | 8.17 | -1.70 | 10.23 | 3.42 | -2.47 | 2.73 | 13.56 | 7.47 | 5.00 | 6.23 | 17.03 | -3.12 | 8.19 | 12.66 | 4.28 | 8.60 | 16.73 | -1.49 | 5.54 |
| Sharpe Ratio | NA | 0.11 | -0.24 | 0.39 | 0.42 | NA | NA | 0.75 | 0.03 | 0.00 | 0.97 | -1.10 | 1.29 | 2.64 | 1.44 | -0.43 | 2.46 | 0.81 | -0.53 | 0.54 | 2.30 | 1.67 | 0.82 | 0.74 | 2.60 | -1.60 | 0.58 | 1.54 | 0.41 | 1.16 | 3.44 | -0.66 | 1.13 |
| Standard Deviation(%) | NA | 8.33 | 10.51 | 9.42 | 7.53 | NA | NA | 6.57 | 5.90 | 8.36 | 8.09 | 13.99 | 7.75 | 7.19 | 4.68 | 6.98 | 3.90 | 3.97 | 4.68 | 5.05 | 5.88 | 4.44 | 6.09 | 8.27 | 6.52 | 2.53 | 8.96 | 6.10 | 5.17 | 6.61 | 4.66 | 3.96 | 2.87 |
| Draw Down(%) | NA | 6.46 | 19.89 | 20.67 | 20.67 | NA | NA | 20.67 | 0.50 | 6.46 | 8.16 | 20.60 | 3.59 | 6.67 | 2.92 | 7.18 | 2.54 | 3.00 | 5.29 | 4.33 | 4.42 | 3.21 | 3.70 | 6.78 | 3.04 | 3.88 | 6.23 | 6.55 | 4.27 | 5.38 | 2.59 | 7.11 | 1.62 |
| Yield(%) | NA | 4.78 | 4.12 | 3.95 | 2.86 | NA | NA | 3.26 | NA | 0.67 | 4.66 | 3.29 | 4.20 | 4.30 | 3.46 | 3.24 | 0.20 | 1.93 | 1.42 | 2.28 | 2.42 | 3.30 | 2.71 | 3.02 | 2.67 | 1.52 | 5.04 | 5.76 | 5.13 | 2.72 | 2.05 | 3.06 | 5.85 |
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 |
|---|---|---|---|---|
| Sherwood Management Company Inc 401K Plan Tactical Asset Allocation Moderate |
0.89%
Dec 2021 - Dec 2024 |
2.19%
Sep 2017 - Sep 2022 |
3.52%
Oct 2013 - Oct 2023 |
4.53%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Sherwood Management Company Inc 401K Plan Tactical Asset Allocation Moderate |
12.37%
Dec 2018 - Dec 2021 |
11.47%
Oct 2002 - Oct 2007 |
8.60%
Apr 2003 - Apr 2013 |
7.53%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart