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 Strategic Asset Allocation - Equal Weight Moderate | 7.56% | NA | 31.98% | 9.44% | 11.58% | 7.29% | 8.29% | 7.29% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| M/I Homes, Inc. 401(k) Profit Sharing Plan Strategic Asset Allocation - Equal Weight 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 (%) | -0.94 | 31.98 | 9.44 | 11.58 | 7.29 | 8.29 | 7.29 | 7.56 | NA | 20.56 | 18.76 | -6.96 | 6.47 | 19.27 | 13.98 | -5.19 | 11.01 | 2.55 | -2.33 | 3.20 | 20.00 | 12.96 | -3.11 | 15.01 | 32.42 | -30.82 | 9.69 | 10.15 | 9.28 | 18.58 | 22.39 | -2.72 | -0.53 |
| Sharpe Ratio | NA | 1.83 | 0.68 | 0.71 | 0.56 | NA | NA | 0.54 | 0.07 | 1.74 | 1.85 | -0.64 | 0.64 | 1.05 | 1.55 | -0.68 | 2.05 | 0.25 | -0.26 | 0.37 | 2.50 | 1.44 | -0.21 | 1.24 | 1.68 | -1.42 | 0.74 | 0.90 | 1.07 | 2.39 | 2.92 | -0.41 | -0.27 |
| Standard Deviation(%) | NA | 8.00 | 9.96 | 12.07 | 10.40 | NA | NA | 11.25 | 7.58 | 8.02 | 7.82 | 13.11 | 10.08 | 18.14 | 8.12 | 9.60 | 5.05 | 9.32 | 9.23 | 8.71 | 7.98 | 8.98 | 14.71 | 12.04 | 19.24 | 22.40 | 9.10 | 7.64 | 6.63 | 7.37 | 7.43 | 9.41 | 10.56 |
| Draw Down(%) | NA | 4.85 | 14.99 | 21.14 | 21.14 | NA | NA | 44.08 | 0.64 | 4.85 | 5.88 | 16.32 | 8.22 | 21.14 | 4.69 | 11.97 | 2.28 | 10.26 | 9.86 | 5.66 | 5.35 | 8.29 | 15.15 | 8.80 | 18.93 | 39.71 | 7.26 | 9.73 | 4.97 | 7.17 | 6.76 | 15.79 | 15.12 |
| Yield(%) | NA | 13.45 | 9.26 | 7.21 | 4.72 | NA | NA | 3.97 | NA | 4.53 | 12.73 | 7.80 | 1.55 | 4.51 | 3.91 | 2.27 | 0.69 | 1.46 | 3.07 | 3.85 | 3.61 | 2.00 | 1.67 | 2.40 | 2.21 | 3.35 | 8.93 | 5.77 | 4.59 | 2.81 | 1.52 | 2.46 | 3.67 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-10.61%
Feb 2006 - Feb 2009 |
-1.83%
Feb 2004 - Feb 2009 |
4.37%
Feb 2006 - Feb 2016 |
4.19%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
21.76%
Feb 2009 - Feb 2012 |
18.38%
Feb 2009 - Feb 2014 |
10.25%
Feb 2009 - Feb 2019 |
9.98%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart