Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Intermountain Retirement Tactical Asset Allocation Moderate | NA | 23.59% | 1.61% | 3.89% | 3.57% | 4.49% | 5.27% | 5.77% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Intermountain Retirement Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.13 | 23.59 | 1.61 | 3.89 | 3.57 | 4.49 | 5.27 | 5.77 | NA | 7.29 | 12.74 | -16.41 | 8.49 | 5.56 | 8.99 | -4.94 | 10.67 | 7.22 | -3.40 | 1.70 | 8.41 | 9.99 | -0.86 | 8.98 | 20.83 | 0.44 | 6.65 | 8.03 | 3.28 | 9.80 | 12.61 | 3.03 | 6.98 |
| Sharpe Ratio | NA | 0.20 | -0.32 | 0.04 | 0.18 | NA | NA | 0.57 | -0.03 | 0.08 | 0.96 | -1.30 | 0.87 | 0.48 | 1.30 | -0.80 | 1.64 | 1.46 | -0.68 | 0.30 | 1.55 | 2.09 | -0.12 | 0.88 | 2.81 | -0.12 | 0.49 | 0.79 | 0.20 | 1.71 | 2.55 | 0.50 | 1.14 |
| Standard Deviation(%) | NA | 8.83 | 10.73 | 10.61 | 8.62 | NA | NA | 7.23 | 7.28 | 8.86 | 8.86 | 13.70 | 9.68 | 11.12 | 5.81 | 7.81 | 6.11 | 4.80 | 5.00 | 5.54 | 5.40 | 4.76 | 7.23 | 10.14 | 7.37 | 3.94 | 7.45 | 6.03 | 5.56 | 5.19 | 4.68 | 3.88 | 4.09 |
| Draw Down(%) | NA | 5.56 | 21.82 | 21.82 | 21.82 | NA | NA | 21.82 | 0.71 | 5.42 | 9.64 | 21.82 | 4.55 | 10.80 | 4.05 | 10.67 | 6.08 | 2.96 | 7.82 | 5.49 | 4.41 | 3.98 | 7.39 | 10.62 | 2.94 | 3.36 | 4.76 | 5.64 | 4.43 | 4.23 | 3.32 | 3.60 | 2.77 |
| Yield(%) | NA | 4.00 | 4.47 | 4.35 | 3.99 | NA | NA | 4.24 | NA | 0.90 | 3.76 | 3.42 | 5.29 | 4.98 | 3.90 | 3.05 | 0.29 | 3.88 | 5.29 | 5.58 | 7.04 | 5.05 | 1.85 | 3.86 | 4.61 | 2.91 | 3.38 | 4.73 | 2.61 | 4.69 | 4.15 | 5.28 | 6.93 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Intermountain Retirement Tactical Asset Allocation Moderate |
-2.39%
Sep 2019 - Sep 2022 |
-1.63%
Oct 2017 - Oct 2022 |
1.67%
Oct 2013 - Oct 2023 |
3.66%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Intermountain Retirement Tactical Asset Allocation Moderate |
10.73%
May 2008 - May 2011 |
9.62%
Apr 2005 - Apr 2010 |
8.32%
Apr 2001 - Apr 2011 |
7.18%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart