Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 31.22% | 7.30% | 11.60% | 11.29% | 9.82% | 9.33% | 9.52% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS 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 (%) | -0.47 | 31.22 | 7.30 | 11.60 | 11.29 | 9.82 | 9.33 | 9.52 | NA | 18.90 | 22.80 | -16.78 | 10.18 | 25.13 | 23.25 | 23.23 | 10.56 | 3.83 | 0.94 | -2.73 | 18.22 | 7.41 | -1.36 | 8.92 | 17.98 | -4.17 | 9.89 | 11.69 | 6.85 | 9.11 | 19.78 | 2.14 | 6.39 |
| Sharpe Ratio | NA | 1.75 | 0.76 | 0.79 | 1.07 | NA | NA | 0.92 | 0.11 | 1.51 | 2.24 | -1.29 | 0.77 | 2.87 | 2.25 | 2.42 | 1.75 | 0.84 | 0.16 | -0.34 | 2.23 | 1.20 | -0.10 | 0.84 | 2.08 | -1.02 | 0.67 | 0.97 | 0.74 | 1.02 | 3.01 | 0.25 | 1.09 |
| Standard Deviation(%) | NA | 8.03 | 9.08 | 10.82 | 9.18 | NA | NA | 8.61 | 6.45 | 8.13 | 8.29 | 14.02 | 13.22 | 8.69 | 9.69 | 9.06 | 5.68 | 4.34 | 5.56 | 8.13 | 8.15 | 6.12 | 14.08 | 10.48 | 8.59 | 4.98 | 10.36 | 8.73 | 6.33 | 8.02 | 6.35 | 4.17 | 3.75 |
| Draw Down(%) | NA | 5.44 | 14.00 | 22.85 | 22.85 | NA | NA | 22.85 | 0.41 | 5.44 | 4.89 | 22.85 | 8.36 | 3.85 | 0.00 | 4.23 | 4.75 | 4.22 | 4.76 | 7.59 | 5.85 | 5.44 | 14.83 | 7.66 | 4.97 | 8.62 | 7.19 | 10.27 | 4.60 | 6.36 | 3.94 | 5.16 | 2.55 |
| Yield(%) | NA | 16.12 | 12.07 | 13.56 | 9.92 | NA | NA | 6.52 | NA | 4.43 | 15.54 | 6.96 | 8.60 | 14.28 | 23.25 | 20.05 | 0.20 | 2.12 | 0.64 | 2.88 | 1.62 | 3.97 | 1.37 | 3.83 | 3.15 | 2.70 | 5.22 | 7.49 | 3.78 | 3.86 | 2.96 | 5.22 | 5.76 |
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 |
|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.64%
Dec 2013 - Dec 2016 |
2.94%
Apr 2011 - Apr 2016 |
5.49%
Oct 2007 - Oct 2017 |
6.87%
Oct 2001 - Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WORLD ACCEPTANCE CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
23.87%
Dec 2017 - Dec 2020 |
18.28%
Dec 2016 - Dec 2021 |
11.89%
Nov 2014 - Nov 2024 |
10.02%
Nov 2009 - Nov 2024 |
Annualized Rolling Returns Comparison Chart