Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ROLLINS, INC. ROLLINS 401(k) PLAN Tactical Asset Allocation Moderate | NA | 23.80% | -0.74% | 4.64% | 4.22% | 5.01% | 6.03% | 6.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROLLINS, INC. ROLLINS 401(k) 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 (%) | -0.92 | 23.80 | -0.74 | 4.64 | 4.22 | 5.01 | 6.03 | 6.77 | NA | 4.58 | 14.07 | -19.00 | 1.32 | 23.32 | 8.90 | -3.62 | 10.94 | 3.32 | -1.47 | -0.83 | 16.20 | 6.09 | 0.95 | 8.19 | 18.47 | -2.61 | 12.48 | 11.64 | 6.34 | 11.58 | 17.93 | 4.40 | 6.54 |
| Sharpe Ratio | NA | -0.06 | -0.37 | 0.13 | 0.23 | NA | NA | 0.66 | 0.07 | -0.22 | 1.07 | -1.32 | 0.13 | 2.80 | 1.34 | -0.64 | 1.88 | 0.67 | -0.30 | -0.12 | 2.35 | 1.15 | 0.12 | 0.79 | 2.40 | -0.89 | 1.04 | 1.16 | 0.67 | 1.37 | 2.87 | 0.76 | 1.16 |
| Standard Deviation(%) | NA | 9.23 | 11.70 | 10.84 | 8.68 | NA | NA | 7.68 | 6.85 | 9.29 | 9.21 | 15.47 | 10.32 | 8.24 | 5.57 | 7.67 | 5.47 | 4.65 | 5.04 | 6.91 | 6.87 | 5.27 | 7.52 | 10.26 | 7.64 | 3.95 | 9.14 | 7.25 | 6.18 | 7.76 | 6.00 | 4.36 | 3.66 |
| Draw Down(%) | NA | 7.95 | 23.69 | 27.94 | 27.94 | NA | NA | 27.94 | 0.52 | 7.95 | 9.82 | 24.73 | 8.19 | 8.00 | 3.24 | 9.28 | 4.19 | 3.97 | 5.16 | 6.02 | 5.22 | 4.27 | 7.55 | 8.21 | 3.71 | 6.22 | 6.62 | 8.66 | 4.34 | 6.82 | 4.68 | 4.00 | 2.77 |
| Yield(%) | NA | 4.87 | 4.47 | 4.62 | 3.84 | NA | NA | 4.15 | NA | 0.67 | 4.91 | 3.86 | 3.56 | 7.50 | 3.42 | 3.52 | 0.31 | 1.93 | 5.12 | 3.82 | 3.11 | 3.63 | 1.91 | 4.17 | 4.66 | 2.96 | 7.92 | 6.03 | 5.03 | 3.46 | 3.29 | 4.07 | 6.65 |
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 |
|---|---|---|---|---|
| ROLLINS, INC. ROLLINS 401(k) PLAN Tactical Asset Allocation Moderate |
-2.51%
Nov 2020 - Nov 2023 |
-0.23%
Sep 2017 - Sep 2022 |
2.15%
Oct 2013 - Oct 2023 |
3.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROLLINS, INC. ROLLINS 401(k) PLAN Tactical Asset Allocation Moderate |
13.08%
Apr 2003 - Apr 2006 |
13.05%
Oct 2002 - Oct 2007 |
10.00%
Apr 2001 - Apr 2011 |
8.14%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart