Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ECHOPASS CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate | NA | 18.89% | -0.41% | 2.41% | 1.59% | 2.86% | 5.96% | 6.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ECHOPASS CORPORATION 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 (%) | -1.05 | 18.89 | -0.41 | 2.41 | 1.59 | 2.86 | 5.96 | 6.92 | NA | 6.89 | 4.38 | -11.87 | 0.23 | 13.31 | -0.52 | -6.13 | 12.25 | 5.64 | -7.41 | 2.08 | 11.68 | 9.55 | -5.15 | 6.29 | 28.58 | -9.15 | 22.45 | 21.34 | 17.37 | 10.52 | 19.63 | 8.91 | 8.43 |
| Sharpe Ratio | NA | 0.20 | -0.48 | -0.01 | -0.02 | NA | NA | 0.68 | 0.08 | 0.03 | 0.02 | -1.34 | 0.02 | 1.46 | -0.35 | -0.98 | 1.92 | 1.07 | -1.48 | 0.38 | 1.69 | 1.82 | -0.56 | 0.65 | 3.26 | -1.61 | 1.56 | 1.73 | 2.27 | 1.03 | 3.71 | 1.83 | 1.65 |
| Standard Deviation(%) | NA | 9.82 | 9.14 | 9.21 | 7.75 | NA | NA | 7.78 | 8.28 | 9.85 | 7.55 | 9.86 | 9.55 | 8.97 | 5.48 | 7.61 | 6.07 | 5.08 | 5.04 | 5.46 | 6.90 | 5.22 | 9.25 | 9.48 | 8.75 | 6.26 | 12.44 | 10.42 | 6.69 | 9.33 | 5.11 | 4.27 | 3.72 |
| Draw Down(%) | NA | 7.37 | 17.37 | 21.78 | 21.78 | NA | NA | 21.78 | 0.60 | 7.37 | 7.80 | 13.69 | 8.56 | 12.38 | 5.81 | 12.73 | 3.37 | 4.57 | 8.93 | 5.56 | 5.18 | 4.62 | 10.67 | 8.89 | 4.86 | 10.55 | 9.96 | 14.64 | 6.06 | 12.25 | 2.26 | 2.54 | 2.46 |
| Yield(%) | NA | 4.72 | 3.37 | 3.21 | 3.30 | NA | NA | 3.97 | NA | 0.95 | 4.18 | 2.08 | 2.80 | 4.76 | 1.57 | 4.39 | 0.68 | 4.97 | 2.16 | 4.92 | 3.41 | 3.86 | 2.30 | 3.82 | 4.27 | 3.06 | 7.88 | 4.97 | 4.76 | 2.49 | 3.89 | 6.47 | 6.76 |
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 |
|---|---|---|---|---|
| ECHOPASS CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
-2.81%
Jan 2021 - Jan 2024 |
-2.21%
Feb 2018 - Feb 2023 |
0.25%
Oct 2013 - Oct 2023 |
2.47%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ECHOPASS CORPORATION 401(k) PLAN Tactical Asset Allocation Moderate |
24.34%
Oct 2004 - Oct 2007 |
19.44%
Oct 2002 - Oct 2007 |
12.97%
Apr 2001 - Apr 2011 |
9.43%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart