Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| M/I Homes, Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 7.49% | NA | 33.98% | 9.75% | 10.31% | 6.51% | 6.60% | 6.94% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| M/I Homes, Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.63 | 33.98 | 9.75 | 10.31 | 6.51 | 6.60 | 6.94 | 7.49 | NA | 21.12 | 24.79 | -10.01 | 6.80 | 10.26 | 7.24 | -3.25 | 10.01 | 2.76 | -0.11 | 2.25 | 16.41 | 3.27 | 0.81 | 8.08 | 17.59 | -8.07 | 9.13 | 14.44 | 5.90 | 15.22 | 18.31 | 2.08 | 5.60 |
| Sharpe Ratio | NA | 1.85 | 0.86 | 0.83 | 0.67 | NA | NA | 0.81 | 0.08 | 1.66 | 2.61 | -1.08 | 0.73 | 1.19 | 1.18 | -0.60 | 1.90 | 0.57 | -0.03 | 0.30 | 2.15 | 0.55 | 0.09 | 0.72 | 2.04 | -2.21 | 0.67 | 1.44 | 0.64 | 2.04 | 3.18 | 0.26 | 0.62 |
| Standard Deviation(%) | NA | 8.77 | 9.17 | 9.06 | 7.49 | NA | NA | 7.36 | 11.19 | 8.75 | 7.86 | 10.58 | 9.35 | 8.39 | 4.93 | 7.61 | 4.95 | 4.47 | 4.90 | 7.46 | 7.63 | 5.87 | 8.87 | 11.10 | 8.58 | 4.07 | 9.20 | 7.73 | 5.79 | 6.99 | 5.54 | 3.75 | 5.31 |
| Draw Down(%) | NA | 5.72 | 13.95 | 18.05 | 18.05 | NA | NA | 18.05 | 0.84 | 5.72 | 5.13 | 15.47 | 5.75 | 6.71 | 4.18 | 9.68 | 3.55 | 3.50 | 5.22 | 6.11 | 5.42 | 6.03 | 8.80 | 12.06 | 5.35 | 10.31 | 6.98 | 9.56 | 4.97 | 6.78 | 2.52 | 4.94 | 3.30 |
| Yield(%) | NA | 13.95 | 11.02 | 8.21 | 4.99 | NA | NA | 3.93 | NA | 4.69 | 13.04 | 8.54 | 5.75 | 4.63 | 3.58 | 2.48 | 0.70 | 1.31 | 0.94 | 3.29 | 3.12 | 1.70 | 1.11 | 2.30 | 3.46 | 1.85 | 4.82 | 5.08 | 4.13 | 3.37 | 1.85 | 2.98 | 5.74 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| M/I Homes, Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.13%
Oct 2017 - Oct 2020 |
1.59%
Oct 2017 - Oct 2022 |
3.63%
Apr 2010 - Apr 2020 |
3.81%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| M/I Homes, Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.39%
Apr 2003 - Apr 2006 |
13.44%
Oct 2002 - Oct 2007 |
9.00%
Apr 2001 - Apr 2011 |
7.77%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart