Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jack Henry Associates, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 1.45% | -0.52% | 1.43% | 1.84% | 3.61% | 4.72% | 4.86% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jack Henry Associates, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.41 | 1.45 | -0.52 | 1.43 | 1.84 | 3.61 | 4.72 | 4.86 | 0.43 | 11.42 | -15.66 | 2.33 | 12.99 | 9.70 | -2.11 | 11.15 | 2.93 | -3.79 | -0.80 | 16.79 | 4.50 | -5.84 | 7.90 | 15.78 | -1.32 | 12.80 | 10.83 | 6.68 | 9.45 | 13.26 | -1.36 | 4.75 |
| Sharpe Ratio | NA | 0.13 | -0.32 | 0.19 | 0.22 | NA | NA | 0.52 | 0.02 | 0.88 | -1.56 | 0.22 | 1.57 | 1.83 | -0.43 | 1.97 | 0.62 | -0.67 | -0.11 | 2.40 | 0.75 | -0.53 | 0.72 | 1.90 | -0.46 | 0.95 | 1.00 | 0.73 | 1.15 | 2.07 | -0.48 | 0.67 |
| Standard Deviation(%) | NA | 7.96 | 9.93 | 8.82 | 7.62 | NA | NA | 7.61 | 8.21 | 8.16 | 10.95 | 10.60 | 8.14 | 4.53 | 7.98 | 5.33 | 4.39 | 5.71 | 7.34 | 6.99 | 5.91 | 11.08 | 10.78 | 8.26 | 4.83 | 10.29 | 7.54 | 6.19 | 7.40 | 6.07 | 5.18 | 3.65 |
| Draw Down(%) | NA | 6.71 | 19.95 | 19.95 | 19.95 | NA | NA | 19.95 | 2.26 | 6.71 | 17.21 | 7.90 | 5.61 | 3.15 | 8.83 | 3.70 | 4.32 | 6.77 | 6.53 | 4.37 | 5.27 | 12.95 | 8.64 | 4.37 | 4.84 | 7.09 | 9.67 | 4.60 | 5.94 | 2.93 | 6.91 | 3.47 |
| Yield(%) | NA | 4.19 | 4.54 | 3.63 | 3.32 | NA | NA | 3.56 | 0.08 | 4.43 | 3.47 | 5.77 | 1.44 | 3.27 | 4.41 | 0.13 | 2.70 | 2.67 | 5.21 | 1.28 | 1.11 | 3.60 | 5.44 | 6.81 | 2.44 | 5.28 | 5.27 | 3.47 | 2.99 | 2.95 | 3.02 | 4.70 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Jack Henry Associates, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
-1.30%
Dec 2020 - Dec 2023 |
0.70%
Oct 2017 - Oct 2022 |
1.84%
Oct 2013 - Oct 2023 |
3.16%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jack Henry Associates, Inc. 401(k) Retirement Savings Plan Tactical Asset Allocation Moderate |
13.05%
Oct 2004 - Oct 2007 |
11.37%
Oct 2002 - Oct 2007 |
8.44%
Apr 2001 - Apr 2011 |
6.78%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart