Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Aaron’s, Inc. Employees Retirement Plan and Trust Tactical Asset Allocation Moderate | NA | 20.00% | 0.76% | 5.87% | 3.99% | 5.12% | 5.44% | 5.78% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aaron’s, Inc. Employees Retirement Plan and Trust 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 (%) | -0.61 | 20.00 | 0.76 | 5.87 | 3.99 | 5.12 | 5.44 | 5.78 | NA | 3.44 | 9.20 | -12.75 | 14.57 | 10.51 | 10.59 | -3.18 | 8.08 | 2.15 | -4.66 | 0.89 | 14.24 | 6.19 | 4.72 | 9.12 | 5.92 | 0.12 | 8.44 | 13.56 | 1.93 | 10.41 | 13.98 | 2.01 | 4.78 |
| Sharpe Ratio | NA | -0.08 | -0.37 | 0.21 | 0.20 | NA | NA | 0.52 | 0.13 | -0.25 | 0.47 | -1.48 | 1.28 | 1.05 | 1.12 | -0.48 | 1.00 | 0.22 | -0.86 | 0.15 | 1.90 | 1.34 | 0.61 | 0.95 | 0.69 | -0.19 | 0.55 | 1.44 | -0.04 | 1.37 | 2.65 | 0.23 | 0.62 |
| Standard Deviation(%) | NA | 12.52 | 10.95 | 10.82 | 9.50 | NA | NA | 8.01 | 6.89 | 12.61 | 10.45 | 9.53 | 11.37 | 9.82 | 8.21 | 9.43 | 7.48 | 8.68 | 5.46 | 5.67 | 7.49 | 4.59 | 7.67 | 9.54 | 8.46 | 4.14 | 9.96 | 7.17 | 6.13 | 6.89 | 5.02 | 3.89 | 4.00 |
| Draw Down(%) | NA | 10.33 | 16.03 | 17.34 | 17.34 | NA | NA | 17.34 | 0.48 | 10.33 | 11.35 | 13.85 | 6.11 | 10.47 | 5.78 | 8.39 | 7.08 | 6.59 | 6.29 | 6.13 | 5.80 | 4.29 | 4.84 | 6.72 | 6.21 | 4.57 | 7.32 | 8.05 | 4.85 | 6.44 | 3.01 | 4.45 | 3.07 |
| Yield(%) | NA | 4.03 | 7.43 | 6.51 | 4.40 | NA | NA | 4.20 | NA | 0.05 | 4.19 | 5.68 | 12.88 | 3.89 | 6.66 | 0.67 | 0.01 | 1.91 | 4.34 | 4.31 | 3.65 | 3.25 | 3.23 | 3.12 | 8.08 | 1.96 | 6.41 | 5.11 | 3.18 | 3.86 | 2.13 | 2.61 | 5.33 |
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 |
|---|---|---|---|---|
| Aaron’s, Inc. Employees Retirement Plan and Trust Tactical Asset Allocation Moderate |
-0.91%
Oct 2013 - Oct 2016 |
0.56%
Dec 2013 - Dec 2018 |
2.19%
Oct 2013 - Oct 2023 |
4.04%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aaron’s, Inc. Employees Retirement Plan and Trust Tactical Asset Allocation Moderate |
11.87%
Dec 2018 - Dec 2021 |
10.41%
Oct 2002 - Oct 2007 |
8.04%
Sep 2003 - Sep 2013 |
6.74%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart