Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Prevost CAR 401k Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 4.99% | 2.19% | 3.16% | 4.09% | 5.99% | 6.17% | 5.77% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Prevost CAR 401k Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.36 | 4.99 | 2.19 | 3.16 | 4.09 | 5.99 | 6.17 | 5.77 | 1.39 | 16.64 | -17.34 | 5.47 | 14.83 | 11.92 | -4.19 | 16.37 | 4.55 | 0.76 | 3.38 | 13.67 | 6.87 | 3.50 | 9.51 | 19.37 | 0.68 | 6.82 | 10.24 | 3.99 | 8.35 | 12.88 | -5.52 | 0.83 |
| Sharpe Ratio | NA | 1.22 | -0.12 | 0.46 | 0.56 | NA | NA | 0.72 | 0.14 | 1.61 | -1.91 | 0.60 | 1.45 | 2.34 | -0.74 | 3.25 | 0.99 | 0.14 | 0.59 | 2.04 | 1.21 | 0.45 | 0.92 | 2.38 | -0.10 | 0.44 | 1.23 | 0.31 | 1.24 | 2.53 | -1.57 | -0.39 |
| Standard Deviation(%) | NA | 7.66 | 8.89 | 8.55 | 7.21 | NA | NA | 6.81 | 7.82 | 7.68 | 9.81 | 9.14 | 10.08 | 4.49 | 7.40 | 4.84 | 4.38 | 5.24 | 5.71 | 6.68 | 5.64 | 7.74 | 10.24 | 8.09 | 2.43 | 8.70 | 5.65 | 5.82 | 5.98 | 4.81 | 4.23 | 3.75 |
| Draw Down(%) | NA | 5.47 | 21.00 | 21.00 | 21.00 | NA | NA | 21.00 | 1.41 | 5.47 | 18.80 | 5.31 | 15.64 | 2.13 | 10.13 | 1.67 | 3.30 | 4.37 | 5.27 | 5.32 | 5.26 | 5.16 | 8.60 | 3.77 | 3.89 | 6.37 | 4.64 | 4.00 | 4.51 | 4.24 | 6.39 | 3.95 |
| Yield(%) | NA | 4.77 | 5.92 | 6.14 | 4.71 | NA | NA | 3.67 | 0.01 | 5.04 | 4.22 | 8.63 | 7.21 | 5.82 | 4.17 | 4.03 | 3.61 | 2.12 | 2.68 | 4.86 | 2.68 | 2.90 | 3.22 | 4.22 | 1.93 | 3.29 | 4.49 | 2.87 | 2.34 | 2.25 | 1.10 | 0.76 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Prevost CAR 401k Retirement Savings Plan Tactical Asset Allocation Moderate |
0.04%
Dec 2019 - Dec 2022 |
1.43%
Dec 2017 - Dec 2022 |
4.09%
Oct 2013 - Oct 2023 |
5.48%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Prevost CAR 401k Retirement Savings Plan Tactical Asset Allocation Moderate |
12.32%
Apr 2008 - Apr 2011 |
10.94%
Jun 2009 - Jun 2014 |
8.57%
Aug 2004 - Aug 2014 |
8.14%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart