Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Handel Architects LLP 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 9.50% | 3.62% | 5.88% | 9.41% | 10.17% | NA | 10.71% |
Data as of 09/30/2016, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Handel Architects LLP 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -0.65 | 9.50 | 3.62 | 5.88 | 9.41 | 10.17 | NA | 10.71 | 4.47 | -5.81 | 5.62 | 9.71 | 11.41 | 0.68 | 14.54 | 32.88 | -1.58 | 16.06 | 16.99 | 14.56 | 11.34 | 22.71 | 2.34 | 7.87 |
| Sharpe Ratio | NA | 0.76 | 0.20 | 0.79 | 0.86 | NA | NA | 1.10 | 0.78 | -0.76 | 0.91 | 1.53 | 2.41 | 0.05 | 1.03 | 3.57 | -0.48 | 1.10 | 1.61 | 2.16 | 1.36 | 5.00 | 0.27 | 1.74 |
| Standard Deviation(%) | NA | 5.45 | 6.47 | 6.13 | 9.16 | NA | NA | 8.12 | 5.46 | 7.64 | 6.14 | 6.31 | 4.71 | 14.25 | 14.01 | 9.19 | 5.18 | 11.86 | 8.50 | 5.73 | 7.66 | 4.40 | 4.57 | 3.19 |
| Draw Down(%) | NA | 5.54 | 12.35 | 12.35 | 12.35 | NA | NA | 12.35 | 5.54 | 12.35 | 5.82 | 5.48 | 3.87 | 9.93 | 10.66 | 4.22 | 6.97 | 9.61 | 11.84 | 4.50 | 8.66 | 1.89 | 7.57 | 2.05 |
| Yield(%) | NA | 2.11 | 4.00 | 3.48 | 3.98 | NA | NA | 5.00 | 2.12 | 4.57 | 5.33 | 1.96 | 3.43 | 3.40 | 2.35 | 4.26 | 3.17 | 9.23 | 19.27 | 3.76 | 2.46 | 4.51 | 4.68 | 5.49 |
Data as of 09/30/2016, 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 |
|---|---|---|---|---|
| Handel Architects LLP 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate |
1.32%
Nov 2013 - Nov 2016 |
3.27%
Apr 2011 - Apr 2016 |
8.30%
Nov 2006 - Nov 2016 |
9.90%
Nov 2001 - Nov 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Handel Architects LLP 401 (k) Profit Sharing Plan Tactical Asset Allocation Moderate |
20.47%
Oct 2004 - Oct 2007 |
17.47%
Oct 2002 - Oct 2007 |
13.82%
Jan 2003 - Jan 2013 |
10.42%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart