Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Access National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 24.34% | 4.59% | 6.20% | 4.79% | 6.16% | 7.21% | 8.09% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Access National Corporation 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 (%) | -1.12 | 24.34 | 4.59 | 6.20 | 4.79 | 6.16 | 7.21 | 8.09 | NA | 13.39 | 10.36 | -10.63 | 8.95 | 7.76 | 10.68 | -1.69 | 10.66 | 5.20 | -5.14 | 2.92 | 18.15 | 8.54 | 1.04 | 8.97 | 19.25 | 5.31 | 10.65 | 13.60 | 5.85 | 9.21 | 20.52 | 8.33 | 8.99 |
| Sharpe Ratio | NA | 0.84 | 0.02 | 0.37 | 0.43 | NA | NA | 0.92 | 0.09 | 0.67 | 0.81 | -1.38 | 1.02 | 0.94 | 2.26 | -0.38 | 2.04 | 1.24 | -0.80 | 0.50 | 2.62 | 1.55 | 0.12 | 0.81 | 2.33 | 1.29 | 0.86 | 1.51 | 0.63 | 1.19 | 3.41 | 1.90 | 1.87 |
| Standard Deviation(%) | NA | 10.22 | 8.92 | 8.71 | 7.35 | NA | NA | 7.05 | 10.55 | 10.21 | 7.50 | 8.71 | 8.78 | 7.97 | 4.10 | 7.86 | 4.92 | 4.03 | 6.44 | 5.81 | 6.91 | 5.48 | 8.65 | 10.95 | 8.23 | 3.41 | 8.95 | 6.82 | 5.81 | 6.97 | 5.82 | 3.81 | 3.56 |
| Draw Down(%) | NA | 6.02 | 11.65 | 11.78 | 11.78 | NA | NA | 11.78 | 0.67 | 6.02 | 5.88 | 11.47 | 4.61 | 6.75 | 2.42 | 8.78 | 2.32 | 3.55 | 8.33 | 4.85 | 4.76 | 4.77 | 8.79 | 9.55 | 4.85 | 2.25 | 6.48 | 7.53 | 4.83 | 6.30 | 2.45 | 2.37 | 2.09 |
| Yield(%) | NA | 4.59 | 4.58 | 3.81 | 3.35 | NA | NA | 4.17 | NA | 0.70 | 4.35 | 3.10 | 5.92 | 1.88 | 3.85 | 2.44 | 0.63 | 5.16 | 3.61 | 2.80 | 1.58 | 3.99 | 2.29 | 3.28 | 4.11 | 3.76 | 6.56 | 7.51 | 4.08 | 5.70 | 3.97 | 7.68 | 6.96 |
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 |
|---|---|---|---|---|
| Access National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
0.73%
Feb 2014 - Feb 2017 |
2.18%
Sep 2018 - Sep 2023 |
3.08%
Oct 2013 - Oct 2023 |
5.67%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Access National Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
13.56%
Apr 2008 - Apr 2011 |
13.03%
Oct 2002 - Oct 2007 |
11.48%
Apr 2001 - Apr 2011 |
9.09%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart