Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Tactical Asset Allocation Moderate | NA | 23.77% | 1.56% | 5.52% | 4.29% | 5.15% | 7.81% | 8.64% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Team, Inc. Salary Deferral 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 (%) | -1.23 | 23.77 | 1.56 | 5.52 | 4.29 | 5.15 | 7.81 | 8.64 | NA | 6.14 | 13.24 | -14.73 | 10.73 | 10.09 | 6.59 | -4.98 | 18.10 | 3.50 | -6.17 | 1.43 | 12.74 | 13.47 | -4.27 | 6.78 | 28.52 | -11.62 | 25.85 | 24.68 | 17.20 | 12.99 | 32.45 | -5.18 | 13.23 |
| Sharpe Ratio | NA | 0.14 | -0.22 | 0.20 | 0.25 | NA | NA | 0.76 | 0.11 | -0.05 | 0.99 | -1.05 | 1.02 | 1.03 | 0.97 | -0.87 | 3.06 | 0.58 | -1.13 | 0.20 | 1.50 | 2.31 | -0.41 | 0.54 | 2.87 | -2.54 | 1.61 | 1.86 | 2.17 | 1.23 | 3.79 | -1.00 | 2.00 |
| Standard Deviation(%) | NA | 9.50 | 11.70 | 11.09 | 8.89 | NA | NA | 9.03 | 7.02 | 9.56 | 9.06 | 15.40 | 10.54 | 9.61 | 5.36 | 7.24 | 5.71 | 5.66 | 5.49 | 7.21 | 8.48 | 5.81 | 10.61 | 12.31 | 9.89 | 4.94 | 14.21 | 11.54 | 6.94 | 9.80 | 8.39 | 6.28 | 5.46 |
| Draw Down(%) | NA | 6.98 | 21.65 | 24.14 | 24.14 | NA | NA | 24.14 | 0.40 | 6.96 | 8.89 | 22.09 | 6.09 | 16.53 | 4.88 | 10.51 | 2.25 | 4.79 | 9.81 | 7.36 | 7.28 | 4.64 | 12.38 | 11.39 | 5.62 | 12.17 | 11.79 | 16.26 | 5.86 | 11.12 | 4.59 | 10.70 | 3.86 |
| Yield(%) | NA | 3.46 | 3.85 | 3.27 | 2.47 | NA | NA | 3.35 | NA | 0.69 | 3.52 | 3.87 | 3.40 | 2.47 | 2.85 | 2.38 | 0.23 | 1.53 | 1.58 | 2.28 | 4.52 | 5.23 | 2.59 | 2.77 | 1.90 | 2.66 | 5.76 | 2.50 | 1.99 | 1.93 | 4.80 | 4.72 | 10.89 |
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 |
|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Tactical Asset Allocation Moderate |
-2.07%
Sep 2019 - Sep 2022 |
-0.45%
Sep 2017 - Sep 2022 |
2.39%
Oct 2013 - Oct 2023 |
3.38%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Team, Inc. Salary Deferral Plan Tactical Asset Allocation Moderate |
27.42%
Oct 2004 - Oct 2007 |
23.87%
Oct 2002 - Oct 2007 |
13.89%
Jan 2003 - Jan 2013 |
11.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart