Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate | NA | 11.47% | 7.64% | 6.60% | 4.91% | 5.15% | 6.25% | 6.60% |
Data as of 11/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 02/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.51 | 11.47 | 7.64 | 6.60 | 4.91 | 5.15 | 6.25 | 6.60 | -3.28 | 8.49 | 12.98 | 5.57 | -3.63 | 10.62 | 5.03 | -3.43 | -1.53 | 11.69 | 5.12 | 7.25 | 2.78 | 11.15 | -4.92 | 12.37 | 14.56 | 3.16 | 11.67 | 16.16 | 5.00 | 6.07 |
| Sharpe Ratio | NA | 0.19 | 0.64 | 0.53 | 0.52 | NA | NA | 0.71 | -0.40 | 0.53 | 1.48 | 1.03 | -0.66 | 2.13 | 1.00 | -0.67 | -0.26 | 1.78 | 1.01 | 0.92 | 0.27 | 1.41 | -1.01 | 1.02 | 1.44 | 0.17 | 1.34 | 2.76 | 1.19 | 1.09 |
| Standard Deviation(%) | NA | 15.80 | 10.74 | 9.22 | 7.62 | NA | NA | 7.35 | 8.24 | 15.89 | 8.58 | 4.03 | 7.50 | 4.70 | 4.82 | 5.15 | 5.98 | 6.55 | 5.03 | 7.84 | 10.10 | 7.83 | 5.78 | 9.20 | 7.87 | 5.91 | 8.02 | 5.60 | 3.26 | 3.45 |
| Draw Down(%) | NA | 12.13 | 12.13 | 12.13 | 12.13 | NA | NA | 12.13 | 4.82 | 12.13 | 10.42 | 3.02 | 9.73 | 2.70 | 3.16 | 5.06 | 5.82 | 4.14 | 4.31 | 4.36 | 10.30 | 4.20 | 8.14 | 6.53 | 9.43 | 5.29 | 6.98 | 2.93 | 1.66 | 2.51 |
| Yield(%) | NA | 3.27 | 3.44 | 2.99 | 3.51 | NA | NA | 4.04 | 0.01 | 3.33 | 3.77 | 3.62 | 4.32 | 0.08 | 3.95 | 0.66 | 5.87 | 5.67 | 4.08 | 2.80 | 5.13 | 3.40 | 3.82 | 5.65 | 6.84 | 6.89 | 5.44 | 1.72 | 2.00 | 5.72 |
Data as of 11/30/2021, 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 |
|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate |
-0.04%
Dec 2013 - Dec 2016 |
1.26%
Dec 2013 - Dec 2018 |
3.21%
Mar 2010 - Mar 2020 |
4.55%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Tactical Asset Allocation Moderate |
12.89%
Oct 2004 - Oct 2007 |
12.07%
Oct 2002 - Oct 2007 |
8.15%
Apr 2001 - Apr 2011 |
6.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart