Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AMERICAN MARITIME OFFICERS 401 K Tactical Asset Allocation Moderate | NA | 18.94% | 3.53% | 6.54% | 4.92% | 5.63% | 7.84% | 8.75% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMERICAN MARITIME OFFICERS 401 K 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 (%) | -0.88 | 18.94 | 3.53 | 6.54 | 4.92 | 5.63 | 7.84 | 8.75 | NA | 7.67 | 14.01 | -10.95 | 4.28 | 16.26 | 7.04 | -4.83 | 15.59 | 4.16 | -3.59 | 4.07 | 9.10 | 9.45 | -0.98 | 9.70 | 31.18 | -4.77 | 18.67 | 15.26 | 14.29 | 12.77 | 28.61 | 6.25 | 5.92 |
| Sharpe Ratio | NA | 0.30 | -0.06 | 0.37 | 0.40 | NA | NA | 0.95 | 0.09 | 0.12 | 1.22 | -1.38 | 0.44 | 1.68 | 1.05 | -0.80 | 3.14 | 0.82 | -0.60 | 0.68 | 1.55 | 2.05 | -0.15 | 0.95 | 3.68 | -0.98 | 1.30 | 1.28 | 2.01 | 1.40 | 5.89 | 1.09 | 1.05 |
| Standard Deviation(%) | NA | 9.29 | 8.78 | 9.14 | 7.67 | NA | NA | 7.44 | 10.05 | 9.28 | 7.99 | 8.92 | 9.73 | 9.56 | 5.38 | 7.72 | 4.76 | 4.84 | 6.07 | 5.93 | 5.84 | 4.59 | 6.64 | 10.07 | 8.44 | 5.82 | 12.04 | 9.40 | 6.02 | 8.45 | 4.74 | 4.71 | 3.45 |
| Draw Down(%) | NA | 6.15 | 11.65 | 13.65 | 13.65 | NA | NA | 13.94 | 0.78 | 6.15 | 6.93 | 11.96 | 6.75 | 10.28 | 4.66 | 11.98 | 2.35 | 4.97 | 7.29 | 6.85 | 4.69 | 4.91 | 6.95 | 8.67 | 3.83 | 9.07 | 9.04 | 13.94 | 4.71 | 9.45 | 3.02 | 6.47 | 2.76 |
| Yield(%) | NA | 4.16 | 4.47 | 4.05 | 4.39 | NA | NA | 4.74 | NA | 0.73 | 4.03 | 2.11 | 6.89 | 3.15 | 4.38 | 3.79 | 5.59 | 3.55 | 5.54 | 5.54 | 4.44 | 5.19 | 2.45 | 4.65 | 4.73 | 3.04 | 8.24 | 6.62 | 3.75 | 3.51 | 5.70 | 4.81 | 6.62 |
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 |
|---|---|---|---|---|
| AMERICAN MARITIME OFFICERS 401 K Tactical Asset Allocation Moderate |
1.48%
Dec 2013 - Dec 2016 |
1.90%
Feb 2018 - Feb 2023 |
3.71%
Oct 2013 - Oct 2023 |
5.07%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMERICAN MARITIME OFFICERS 401 K Tactical Asset Allocation Moderate |
20.37%
Oct 2004 - Oct 2007 |
19.44%
Oct 2002 - Oct 2007 |
13.80%
Apr 2001 - Apr 2011 |
10.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart