Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 29.35% | 11.49% | 9.87% | 6.20% | 5.76% | 6.45% | 6.98% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement 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 (%) | -0.29 | 29.35 | 11.49 | 9.87 | 6.20 | 5.76 | 6.45 | 6.98 | NA | 17.25 | 22.76 | -4.96 | 6.74 | 7.62 | 7.90 | -3.33 | 8.63 | 2.97 | -1.32 | 1.51 | 14.38 | 6.47 | -9.15 | 9.08 | 15.84 | -3.57 | 10.55 | 11.83 | 7.27 | 11.81 | 16.49 | 3.46 | 6.54 |
| Sharpe Ratio | NA | 1.82 | 0.79 | 0.76 | 0.61 | NA | NA | 0.74 | 0.10 | 1.64 | 2.45 | -0.50 | 0.69 | 0.86 | 1.48 | -0.64 | 1.64 | 0.67 | -0.29 | 0.26 | 2.02 | 1.16 | -0.82 | 0.90 | 1.96 | -1.11 | 0.75 | 1.11 | 0.88 | 1.43 | 3.28 | 0.59 | 1.16 |
| Standard Deviation(%) | NA | 6.41 | 9.25 | 9.20 | 7.47 | NA | NA | 7.30 | 3.78 | 6.49 | 7.54 | 12.55 | 9.67 | 8.56 | 4.40 | 7.24 | 4.86 | 4.15 | 4.65 | 5.66 | 7.11 | 5.51 | 11.26 | 9.99 | 8.03 | 4.06 | 10.01 | 7.69 | 5.78 | 7.58 | 4.82 | 3.95 | 3.66 |
| Draw Down(%) | NA | 4.19 | 13.65 | 14.49 | 14.49 | NA | NA | 14.49 | 0.16 | 4.19 | 4.42 | 13.99 | 5.52 | 10.87 | 3.22 | 8.34 | 5.07 | 3.77 | 4.78 | 5.68 | 5.25 | 4.54 | 14.39 | 7.92 | 4.49 | 6.29 | 7.77 | 9.29 | 4.35 | 6.28 | 2.90 | 3.33 | 2.77 |
| Yield(%) | NA | 19.70 | 13.73 | 10.04 | 6.49 | NA | NA | 5.14 | NA | 5.52 | 18.54 | 9.04 | 7.41 | 4.71 | 5.15 | 5.01 | 0.29 | 2.38 | 0.99 | 5.60 | 0.46 | 2.98 | 1.08 | 4.15 | 4.65 | 2.61 | 6.86 | 6.41 | 5.76 | 3.07 | 3.67 | 5.24 | 6.65 |
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 |
|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-1.17%
Oct 2017 - Oct 2020 |
0.31%
Sep 2017 - Sep 2022 |
2.45%
Oct 2010 - Oct 2020 |
3.11%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
13.87%
Nov 2021 - Nov 2024 |
12.44%
Oct 2002 - Oct 2007 |
9.18%
Apr 2001 - Apr 2011 |
7.01%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart