Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Tactical Asset Allocation Moderate | NA | 21.37% | 3.22% | 7.93% | 6.70% | 7.18% | 7.56% | 7.91% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HANDLEMAN COMPANY 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 (%) | -0.85 | 21.37 | 3.22 | 7.93 | 6.70 | 7.18 | 7.56 | 7.91 | NA | 11.44 | 15.43 | -14.31 | 9.02 | 16.08 | 16.44 | -4.97 | 18.25 | 2.61 | -0.18 | 1.92 | 17.33 | 7.71 | 5.01 | 6.16 | 12.24 | -1.50 | 12.74 | 11.52 | 7.16 | 8.89 | 16.31 | 5.54 | 6.01 |
| Sharpe Ratio | NA | 0.78 | 0.01 | 0.48 | 0.62 | NA | NA | 0.88 | 0.12 | 0.61 | 1.77 | -1.28 | 0.99 | 1.57 | 2.08 | -0.76 | 3.89 | 0.55 | -0.04 | 0.32 | 2.54 | 1.50 | 0.69 | 0.70 | 1.70 | -0.56 | 1.05 | 1.08 | 0.89 | 1.11 | 3.31 | 1.23 | 0.99 |
| Standard Deviation(%) | NA | 7.95 | 9.22 | 9.37 | 7.92 | NA | NA | 7.09 | 7.36 | 7.96 | 6.33 | 12.28 | 9.05 | 10.07 | 7.22 | 8.31 | 4.53 | 4.41 | 5.13 | 5.93 | 6.81 | 5.10 | 7.18 | 8.71 | 7.13 | 4.31 | 9.25 | 7.62 | 5.63 | 7.13 | 4.71 | 3.59 | 3.74 |
| Draw Down(%) | NA | 5.37 | 17.70 | 21.28 | 21.28 | NA | NA | 21.28 | 0.47 | 5.37 | 4.82 | 18.76 | 5.39 | 6.93 | 3.75 | 12.45 | 1.70 | 4.58 | 4.14 | 4.88 | 5.27 | 4.16 | 5.11 | 6.61 | 3.43 | 7.21 | 6.54 | 9.20 | 4.18 | 6.30 | 2.45 | 2.06 | 2.53 |
| Yield(%) | NA | 3.99 | 3.92 | 3.92 | 3.52 | NA | NA | 3.59 | NA | 0.64 | 4.73 | 2.82 | 4.17 | 4.86 | 2.73 | 5.10 | 4.81 | 2.53 | 1.83 | 2.07 | 3.81 | 2.45 | 2.06 | 2.36 | 2.63 | 2.66 | 4.76 | 7.19 | 3.19 | 1.95 | 3.32 | 4.79 | 5.07 |
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 |
|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Tactical Asset Allocation Moderate |
1.45%
Dec 2013 - Dec 2016 |
3.25%
Dec 2013 - Dec 2018 |
5.09%
Sep 2012 - Sep 2022 |
5.40%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Tactical Asset Allocation Moderate |
13.80%
Dec 2018 - Dec 2021 |
12.15%
Oct 2002 - Oct 2007 |
9.03%
Jul 2003 - Jul 2013 |
8.55%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart