Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Gibraltar 401(k) Plan Tactical Asset Allocation Moderate | NA | 26.70% | 2.15% | 7.13% | 6.68% | 8.08% | 8.64% | 9.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Gibraltar 401(k) 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 (%) | -1.21 | 26.70 | 2.15 | 7.13 | 6.68 | 8.08 | 8.64 | 9.20 | NA | 5.43 | 13.79 | -19.15 | 17.24 | 15.16 | 20.90 | -5.17 | 15.26 | 4.68 | -1.26 | 5.76 | 14.89 | 10.36 | 4.28 | 14.64 | 22.70 | -1.82 | 8.90 | 18.61 | 5.49 | 10.27 | 20.08 | 7.72 | 7.21 |
| Sharpe Ratio | NA | -0.07 | -0.37 | 0.25 | 0.44 | NA | NA | 0.84 | -0.05 | -0.11 | 0.87 | -1.34 | 1.69 | 1.21 | 3.05 | -0.80 | 3.44 | 0.91 | -0.21 | 0.93 | 2.25 | 2.03 | 0.44 | 1.06 | 2.02 | -0.44 | 0.60 | 1.90 | 0.47 | 1.17 | 3.72 | 1.30 | 1.11 |
| Standard Deviation(%) | NA | 10.03 | 12.36 | 11.97 | 9.51 | NA | NA | 8.67 | 7.26 | 10.11 | 11.01 | 15.34 | 10.17 | 12.35 | 6.38 | 8.08 | 4.26 | 4.94 | 6.19 | 6.20 | 6.60 | 5.07 | 9.71 | 13.71 | 11.18 | 6.28 | 9.79 | 8.06 | 7.07 | 7.98 | 5.21 | 5.09 | 4.41 |
| Draw Down(%) | NA | 9.68 | 22.63 | 24.47 | 24.47 | NA | NA | 24.47 | 0.95 | 9.66 | 10.07 | 23.99 | 4.40 | 16.67 | 2.54 | 12.43 | 1.40 | 4.00 | 6.77 | 4.21 | 5.72 | 3.66 | 8.37 | 9.54 | 4.93 | 10.08 | 8.34 | 6.90 | 4.86 | 10.91 | 2.91 | 5.72 | 2.41 |
| Yield(%) | NA | 9.73 | 8.64 | 6.28 | 5.74 | NA | NA | 5.33 | NA | 0.75 | 10.05 | 6.60 | 8.27 | 3.00 | 3.22 | 6.34 | 5.60 | 3.31 | 6.07 | 4.71 | 4.10 | 3.79 | 2.97 | 2.39 | 4.95 | 3.90 | 7.53 | 7.24 | 4.76 | 4.66 | 4.72 | 5.61 | 8.17 |
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 |
|---|---|---|---|---|
| Gibraltar 401(k) Plan Tactical Asset Allocation Moderate |
-1.01%
Dec 2021 - Dec 2024 |
3.62%
Dec 2013 - Dec 2018 |
4.93%
Oct 2013 - Oct 2023 |
7.01%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Gibraltar 401(k) Plan Tactical Asset Allocation Moderate |
17.74%
Dec 2018 - Dec 2021 |
13.71%
Oct 2002 - Oct 2007 |
11.88%
Apr 2001 - Apr 2011 |
10.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart