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 | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Shawnlee Construction LLC 401(k) Plan Tactical Asset Allocation Moderate | NA | 17.83% | 1.46% | 6.53% | 5.10% | 5.63% | 7.46% | 7.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Shawnlee Construction LLC 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 (%) | -1.02 | 17.83 | 1.46 | 6.53 | 5.10 | 5.63 | 7.46 | 7.42 | NA | 4.04 | 13.39 | -14.41 | 8.36 | 18.54 | 7.00 | -1.68 | 13.32 | 4.26 | -2.38 | 4.47 | 12.29 | 5.71 | 0.33 | 7.53 | 24.03 | -8.11 | 19.08 | 20.18 | 11.04 | 10.80 | 19.53 | -3.07 | 2.31 |
| Sharpe Ratio | NA | -0.12 | -0.33 | 0.05 | 0.07 | NA | NA | 0.19 | 0.09 | -0.28 | 1.25 | -1.64 | 0.88 | 0.13 | 1.15 | -0.44 | 2.92 | 0.91 | -0.50 | 0.79 | 2.04 | 1.27 | 0.04 | 0.77 | 2.98 | -1.68 | 1.35 | 2.01 | 1.58 | 1.19 | 3.81 | -1.11 | 0.01 |
| Standard Deviation(%) | NA | 8.96 | 8.73 | 64.03 | 45.40 | NA | NA | 29.79 | 7.38 | 9.02 | 7.34 | 9.63 | 9.46 | 141.89 | 4.88 | 6.76 | 4.34 | 4.46 | 4.80 | 5.63 | 6.00 | 4.47 | 7.73 | 9.70 | 8.03 | 5.38 | 11.96 | 8.42 | 5.63 | 8.30 | 4.94 | 3.76 | 0.05 |
| Draw Down(%) | NA | 6.13 | 14.03 | 65.54 | 65.54 | NA | NA | 65.54 | 0.59 | 6.13 | 6.27 | 14.98 | 6.66 | 65.54 | 4.23 | 7.32 | 2.84 | 3.73 | 5.50 | 4.80 | 4.68 | 4.00 | 7.36 | 8.06 | 3.64 | 8.73 | 9.82 | 11.76 | 5.11 | 9.04 | 3.00 | 7.95 | 0.00 |
| Yield(%) | NA | 5.45 | 5.10 | 4.70 | 3.45 | NA | NA | 3.24 | NA | 0.58 | 5.76 | 2.90 | 6.12 | 3.94 | 4.85 | 2.45 | 0.24 | 3.17 | 1.23 | 4.37 | 0.70 | 2.72 | 1.55 | 2.67 | 2.40 | 1.12 | 8.49 | 7.42 | 4.06 | 2.62 | 2.39 | 0.56 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Shawnlee Construction LLC 401(k) Plan Tactical Asset Allocation Moderate |
0.32%
Dec 2021 - Dec 2024 |
2.87%
Feb 2015 - Feb 2020 |
3.81%
Oct 2013 - Oct 2023 |
4.76%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Shawnlee Construction LLC 401(k) Plan Tactical Asset Allocation Moderate |
20.58%
Oct 2004 - Oct 2007 |
17.45%
Oct 2002 - Oct 2007 |
10.98%
Apr 2003 - Apr 2013 |
9.40%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart