Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Tactical Asset Allocation Moderate | 8.33% | NA | 23.68% | 0.96% | 6.24% | 4.46% | 5.46% | 7.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.77 | 23.68 | 0.96 | 6.24 | 4.46 | 5.46 | 7.65 | 8.33 | NA | 6.88 | 13.82 | -12.53 | 2.05 | 20.23 | 5.95 | -4.32 | 10.46 | 8.22 | -5.22 | -0.12 | 12.27 | 9.01 | 4.71 | 6.16 | 28.50 | -1.72 | 19.84 | 17.29 | 9.48 | 11.74 | 23.68 | 5.34 | 6.10 |
| Sharpe Ratio | NA | 0.20 | -0.14 | 0.34 | 0.33 | NA | NA | 0.85 | 0.06 | 0.03 | 1.15 | -1.62 | 0.21 | 2.35 | 0.93 | -0.75 | 1.84 | 1.34 | -0.95 | -0.02 | 2.06 | 2.42 | 0.61 | 0.56 | 2.97 | -0.46 | 1.38 | 1.44 | 1.10 | 1.24 | 4.61 | 0.77 | 0.68 |
| Standard Deviation(%) | NA | 11.05 | 9.45 | 9.29 | 7.79 | NA | NA | 7.78 | 11.29 | 11.08 | 8.35 | 8.57 | 9.49 | 8.51 | 4.90 | 7.50 | 5.34 | 5.98 | 5.51 | 6.82 | 5.95 | 3.70 | 7.68 | 10.81 | 9.55 | 5.78 | 12.20 | 9.72 | 6.63 | 8.73 | 4.98 | 5.54 | 5.57 |
| Draw Down(%) | NA | 8.34 | 12.43 | 18.68 | 18.68 | NA | NA | 18.68 | 0.94 | 8.34 | 8.09 | 13.07 | 8.53 | 4.93 | 3.97 | 10.72 | 3.46 | 3.62 | 9.57 | 7.15 | 3.45 | 3.28 | 5.41 | 10.03 | 4.31 | 6.12 | 9.43 | 13.44 | 5.77 | 9.83 | 3.53 | 7.49 | 4.91 |
| Yield(%) | NA | 4.31 | 4.14 | 4.86 | 3.94 | NA | NA | 4.67 | NA | 0.86 | 4.02 | 1.71 | 6.47 | 6.51 | 5.73 | 3.54 | 0.88 | 4.77 | 2.20 | 3.86 | 3.32 | 4.84 | 4.50 | 4.36 | 6.21 | 4.76 | 8.11 | 5.61 | 3.74 | 3.25 | 5.11 | 5.44 | 7.58 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Tactical Asset Allocation Moderate |
-0.61%
Apr 2021 - Apr 2024 |
1.60%
Dec 2013 - Dec 2018 |
2.55%
Oct 2013 - Oct 2023 |
4.86%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LPL Financial Corporation Profit Sharing 401k Plan Tactical Asset Allocation Moderate |
19.48%
Oct 2004 - Oct 2007 |
17.49%
Oct 2002 - Oct 2007 |
12.93%
Apr 2001 - Apr 2011 |
10.30%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart