Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Tactical Asset Allocation Moderate | NA | 1.82% | 1.08% | 2.41% | 3.25% | 4.69% | 4.92% | 5.49% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Palm Harbor Homes, Inc. Employee 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 (%) | -0.34 | 1.82 | 1.08 | 2.41 | 3.25 | 4.69 | 4.92 | 5.49 | 1.91 | 12.89 | -16.47 | 7.10 | 11.95 | 10.64 | -2.70 | 12.54 | 6.01 | -0.89 | 0.94 | 16.20 | 5.55 | -2.46 | 7.35 | 16.24 | -8.35 | 8.51 | 11.87 | 3.88 | 6.94 | 18.21 | 3.54 | 6.86 |
| Sharpe Ratio | NA | 0.85 | -0.09 | 0.38 | 0.47 | NA | NA | 0.69 | 0.24 | 1.17 | -1.75 | 0.85 | 1.43 | 2.17 | -0.55 | 2.77 | 1.32 | -0.20 | 0.16 | 2.50 | 0.94 | -0.33 | 0.69 | 2.06 | -2.36 | 0.61 | 1.17 | 0.31 | 0.86 | 3.71 | 0.72 | 1.41 |
| Standard Deviation(%) | NA | 7.28 | 8.66 | 7.96 | 6.77 | NA | NA | 6.72 | 6.81 | 7.38 | 10.22 | 8.28 | 8.22 | 4.26 | 7.25 | 4.29 | 4.41 | 4.69 | 5.74 | 6.47 | 5.84 | 7.62 | 10.46 | 7.82 | 3.92 | 9.05 | 7.36 | 5.54 | 6.97 | 4.72 | 3.38 | 3.21 |
| Draw Down(%) | NA | 6.06 | 19.52 | 19.52 | 19.52 | NA | NA | 19.52 | 1.25 | 6.06 | 17.04 | 5.18 | 9.75 | 3.47 | 8.65 | 1.55 | 3.46 | 4.07 | 5.22 | 4.33 | 5.83 | 8.87 | 9.41 | 4.34 | 10.07 | 7.35 | 8.96 | 4.46 | 6.38 | 2.26 | 3.57 | 1.92 |
| Yield(%) | NA | 3.46 | 3.76 | 3.90 | 3.68 | NA | NA | 3.59 | 0.01 | 3.70 | 2.40 | 5.19 | 5.78 | 2.51 | 2.53 | 6.41 | 4.99 | 1.87 | 1.69 | 5.40 | 3.96 | 1.95 | 2.36 | 2.45 | 2.17 | 4.27 | 4.72 | 4.25 | 2.31 | 4.05 | 2.55 | 5.02 |
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 |
|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Tactical Asset Allocation Moderate |
0.05%
Dec 2019 - Dec 2022 |
1.51%
Dec 2017 - Dec 2022 |
3.25%
Oct 2013 - Oct 2023 |
3.84%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Tactical Asset Allocation Moderate |
11.43%
Apr 2003 - Apr 2006 |
10.67%
Oct 2002 - Oct 2007 |
7.55%
Apr 2001 - Apr 2011 |
6.85%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart