Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ultratec Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 28.42% | 1.51% | 6.01% | 4.36% | 5.44% | 6.54% | 7.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ultratec Inc. 401(k) Plan 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 (%) | -1.11 | 28.42 | 1.51 | 6.01 | 4.36 | 5.44 | 6.54 | 7.38 | NA | 9.25 | 18.50 | -20.82 | 9.71 | 16.97 | 9.39 | -5.65 | 10.48 | 6.51 | -7.37 | 2.68 | 13.64 | 8.22 | 1.80 | 9.37 | 15.46 | -0.26 | 13.60 | 15.43 | 5.23 | 9.33 | 23.44 | 4.76 | 7.32 |
| Sharpe Ratio | NA | 0.47 | -0.18 | 0.28 | 0.26 | NA | NA | 0.73 | 0.04 | 0.28 | 1.48 | -1.27 | 0.94 | 2.02 | 1.58 | -0.98 | 1.68 | 1.10 | -1.39 | 0.44 | 2.22 | 1.51 | 0.23 | 0.89 | 1.88 | -0.28 | 1.19 | 1.62 | 0.56 | 1.22 | 4.31 | 0.80 | 1.06 |
| Standard Deviation(%) | NA | 9.28 | 12.73 | 11.51 | 9.13 | NA | NA | 7.83 | 7.32 | 9.36 | 9.63 | 17.47 | 10.29 | 8.30 | 5.06 | 7.09 | 5.86 | 5.71 | 5.33 | 6.11 | 6.12 | 5.41 | 7.59 | 10.44 | 8.17 | 4.28 | 8.90 | 7.49 | 5.47 | 6.86 | 5.27 | 4.56 | 4.72 |
| Draw Down(%) | NA | 5.51 | 25.73 | 28.02 | 28.02 | NA | NA | 28.02 | 0.68 | 5.51 | 10.19 | 27.22 | 6.72 | 8.00 | 3.80 | 10.68 | 4.62 | 3.48 | 10.20 | 7.31 | 3.40 | 4.91 | 6.50 | 8.51 | 4.63 | 5.73 | 6.83 | 9.48 | 4.87 | 7.01 | 3.04 | 5.27 | 3.90 |
| Yield(%) | NA | 3.84 | 4.29 | 4.17 | 3.34 | NA | NA | 4.27 | NA | 0.78 | 3.77 | 3.90 | 4.18 | 5.15 | 3.33 | 2.61 | 0.70 | 5.28 | 1.77 | 2.17 | 3.70 | 4.70 | 2.67 | 3.62 | 6.00 | 3.37 | 6.84 | 8.05 | 3.60 | 4.31 | 3.92 | 5.59 | 8.14 |
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 |
|---|---|---|---|---|
| Ultratec Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-2.08%
Sep 2019 - Sep 2022 |
-1.04%
Sep 2017 - Sep 2022 |
2.04%
Oct 2013 - Oct 2023 |
3.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ultratec Inc. 401(k) Plan Tactical Asset Allocation Moderate |
13.85%
Oct 2004 - Oct 2007 |
14.47%
Oct 2002 - Oct 2007 |
10.69%
Apr 2001 - Apr 2011 |
8.84%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart