Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MAGYAR BANK 401 (k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 20.63% | 0.40% | 6.36% | 4.55% | 4.36% | 5.52% | 6.20% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAGYAR BANK 401 (k) PROFIT SHARING 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 (%) | -0.82 | 20.63 | 0.40 | 6.36 | 4.55 | 4.36 | 5.52 | 6.20 | NA | 5.61 | 13.17 | -16.13 | 13.93 | 19.04 | 6.54 | -2.74 | 7.74 | 9.68 | -7.44 | 0.56 | 10.01 | 5.82 | -8.83 | 8.92 | 22.05 | -3.40 | 11.08 | 14.45 | 1.98 | 11.24 | 18.88 | 3.33 | 5.72 |
| Sharpe Ratio | NA | 0.18 | -0.29 | 0.40 | 0.35 | NA | NA | 0.59 | 0.12 | -0.09 | 0.93 | -1.60 | 1.39 | 2.18 | 0.97 | -0.59 | 1.26 | 1.65 | -1.27 | 0.08 | 1.30 | 0.90 | -0.82 | 0.78 | 2.59 | -0.86 | 0.75 | 1.40 | -0.03 | 1.71 | 3.58 | 0.55 | 0.71 |
| Standard Deviation(%) | NA | 10.77 | 10.52 | 10.08 | 8.27 | NA | NA | 7.87 | 8.83 | 10.87 | 9.64 | 10.96 | 10.01 | 8.62 | 5.31 | 6.87 | 5.66 | 5.76 | 5.89 | 6.38 | 7.66 | 6.38 | 10.80 | 11.36 | 8.48 | 5.01 | 10.72 | 7.98 | 6.23 | 6.02 | 5.08 | 4.02 | 4.83 |
| Draw Down(%) | NA | 6.23 | 16.10 | 18.05 | 18.05 | NA | NA | 18.05 | 0.67 | 6.23 | 10.13 | 17.01 | 5.56 | 8.00 | 4.39 | 7.83 | 5.75 | 4.19 | 10.94 | 7.01 | 4.80 | 5.83 | 14.11 | 10.27 | 4.55 | 7.50 | 7.29 | 9.23 | 6.13 | 5.58 | 4.00 | 5.06 | 4.06 |
| Yield(%) | NA | 5.40 | 5.59 | 5.21 | 3.80 | NA | NA | 3.82 | NA | 0.84 | 5.42 | 3.05 | 8.46 | 6.41 | 3.58 | 3.77 | 0.44 | 2.67 | 1.94 | 2.96 | 1.96 | 2.76 | 0.77 | 3.94 | 4.73 | 3.22 | 2.53 | 3.66 | 3.48 | 3.82 | 3.77 | 5.71 | 7.94 |
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 |
|---|---|---|---|---|
| MAGYAR BANK 401 (k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-0.18%
Nov 2013 - Nov 2016 |
-0.50%
Feb 2011 - Feb 2016 |
2.50%
Oct 2013 - Oct 2023 |
3.79%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAGYAR BANK 401 (k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
13.05%
Dec 2018 - Dec 2021 |
13.02%
Oct 2002 - Oct 2007 |
9.63%
Apr 2001 - Apr 2011 |
7.06%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart