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 |
|---|---|---|---|---|---|---|---|---|
| BEAZER HOMES USA, INC. 401(k) PLAN Tactical Asset Allocation Moderate | 7.50% | NA | 23.97% | -0.94% | 4.80% | 4.40% | 5.30% | 6.64% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEAZER HOMES USA, INC. 401(k) 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 (%) | -0.79 | 23.97 | -0.94 | 4.80 | 4.40 | 5.30 | 6.64 | 7.50 | NA | 8.58 | 11.95 | -17.79 | 6.40 | 14.00 | 9.54 | -3.62 | 15.03 | 2.16 | -1.45 | -0.96 | 14.77 | 8.97 | 0.25 | 9.80 | 19.64 | -1.33 | 14.08 | 11.78 | 7.70 | 13.87 | 16.97 | 7.96 | 8.65 |
| Sharpe Ratio | NA | 0.37 | -0.31 | 0.16 | 0.30 | NA | NA | 0.77 | 0.09 | 0.23 | 0.94 | -1.35 | 0.67 | 1.77 | 1.82 | -0.67 | 3.22 | 0.43 | -0.29 | -0.16 | 2.26 | 1.88 | 0.03 | 0.92 | 2.21 | -0.34 | 1.19 | 1.12 | 0.92 | 1.62 | 3.02 | 1.45 | 1.17 |
| Standard Deviation(%) | NA | 8.51 | 10.68 | 9.93 | 7.97 | NA | NA | 7.56 | 6.21 | 8.55 | 8.16 | 14.22 | 9.45 | 7.78 | 4.48 | 7.41 | 4.47 | 4.59 | 5.11 | 6.24 | 6.53 | 4.75 | 8.71 | 10.58 | 8.84 | 6.54 | 9.34 | 7.63 | 6.01 | 7.97 | 5.39 | 4.72 | 5.43 |
| Draw Down(%) | NA | 6.78 | 21.84 | 28.86 | 28.86 | NA | NA | 28.86 | 0.44 | 6.78 | 8.38 | 22.93 | 10.51 | 10.32 | 2.91 | 9.49 | 1.62 | 3.41 | 4.81 | 6.56 | 5.09 | 3.86 | 7.83 | 8.39 | 4.57 | 6.96 | 6.74 | 8.62 | 4.19 | 7.00 | 4.30 | 3.53 | 4.10 |
| Yield(%) | NA | 3.14 | 4.06 | 4.17 | 4.23 | NA | NA | 4.45 | NA | 0.36 | 3.32 | 5.99 | 2.54 | 5.23 | 3.69 | 2.04 | 6.24 | 1.83 | 5.18 | 5.89 | 2.55 | 4.07 | 2.74 | 3.15 | 4.95 | 3.96 | 4.87 | 4.94 | 3.70 | 4.92 | 4.14 | 7.30 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEAZER HOMES USA, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
-1.66%
Sep 2019 - Sep 2022 |
0.34%
Sep 2017 - Sep 2022 |
2.29%
Oct 2013 - Oct 2023 |
4.27%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEAZER HOMES USA, INC. 401(k) PLAN Tactical Asset Allocation Moderate |
14.64%
Oct 2004 - Oct 2007 |
13.91%
Oct 2002 - Oct 2007 |
11.38%
Apr 2001 - Apr 2011 |
8.74%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart