Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | NA | 13.32% | 6.01% | 6.21% | 4.47% | 10.41% | 9.99% | … | … |
Data as of 01/29/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 04/23/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -3.35 | 13.32 | 6.01 | 6.21 | 4.47 | 10.41 | 9.99 | … | … | 5.08 | 16.06 | 8.58 | -1.15 | 6.92 | -1.02 | -1.42 | -0.23 | 15.13 | 9.45 | -3.90 | 8.33 | 109.75 | -1.24 | 14.68 | 15.30 | 7.01 | 11.82 | 21.77 | -2.66 | 2.31 |
| Sharpe Ratio | NA | 2.60 | 1.13 | 1.00 | 0.61 | NA | NA | … | … | 0.42 | 1.93 | 1.41 | -0.34 | 1.25 | -0.24 | -0.28 | -0.04 | 2.16 | 1.56 | -0.37 | 0.83 | 2.03 | -0.44 | 1.30 | 1.62 | 0.86 | 1.79 | 3.58 | -0.80 | 0.01 |
| Standard Deviation(%) | NA | 9.17 | 7.22 | 6.77 | 6.88 | NA | NA | … | … | 12.01 | 8.18 | 5.10 | 7.18 | 5.02 | 5.01 | 5.13 | 5.60 | 6.97 | 6.04 | 10.55 | 9.92 | 54.11 | 4.94 | 8.97 | 7.41 | 5.61 | 6.09 | 5.88 | 4.69 | 0.05 |
| Draw Down(%) | NA | 5.06 | 10.60 | 10.60 | 13.07 | NA | NA | … | … | 4.04 | 10.60 | 3.41 | 7.12 | 3.06 | 5.59 | 5.56 | 6.51 | 4.87 | 5.24 | 13.07 | 9.96 | 4.61 | 7.02 | 6.92 | 8.58 | 4.82 | 6.25 | 2.14 | 5.56 | 0.00 |
| Yield(%) | NA | 4.40 | 3.50 | 2.51 | 2.76 | NA | NA | … | … | 0.22 | 4.76 | 2.52 | 2.99 | 0.21 | 1.80 | 3.31 | 2.90 | 4.14 | 2.70 | 2.33 | 1.84 | 4.81 | 2.30 | 4.15 | 2.84 | 4.43 | 4.63 | 1.61 | 0.91 | 2.31 |
Data as of 01/29/2021, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
-0.95%
Feb 2014 – Feb 2017 |
0.57%
Dec 2013 – Dec 2018 |
3.12%
Apr 2010 – Apr 2020 |
10.16%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| WILSON`S MACHINE PRODUCTS INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
34.12%
Jun 2008 – Jun 2011 |
26.14%
Apr 2005 – Apr 2010 |
16.90%
Apr 2003 – Apr 2013 |
12.19%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart