Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Activant Solutions Inc Savings and Investment Plan Tactical Asset Allocation Moderate | NA | 0.71% | 10.53% | 10.94% | 7.49% | 8.23% | 8.35% | 8.63% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Activant Solutions Inc Savings and Investment Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.89 | 0.71 | 10.53 | 10.94 | 7.49 | 8.23 | 8.35 | 8.63 | 0.53 | 12.68 | -13.90 | 23.32 | 39.68 | 17.73 | -3.45 | 6.82 | 2.33 | -0.36 | 5.94 | 18.64 | 3.46 | 6.13 | 11.20 | 6.08 | 5.93 | 9.10 | 17.55 | 3.60 | 10.08 | 21.04 | 0.50 | 7.66 |
| Sharpe Ratio | NA | 0.53 | 0.13 | 0.95 | 0.73 | NA | NA | 0.88 | 0.03 | 0.83 | -1.53 | 1.92 | 2.01 | 2.03 | -0.55 | 1.12 | 0.40 | -0.06 | 1.02 | 2.81 | 0.66 | 0.75 | 0.86 | 0.67 | 0.82 | 0.63 | 2.03 | 0.22 | 1.24 | 4.06 | -0.15 | 0.89 |
| Standard Deviation(%) | NA | 10.20 | 10.60 | 12.69 | 10.06 | NA | NA | 8.72 | 8.22 | 10.20 | 9.99 | 12.11 | 19.63 | 8.03 | 8.58 | 5.51 | 5.28 | 6.50 | 5.80 | 6.61 | 5.20 | 8.17 | 12.97 | 8.87 | 6.08 | 9.72 | 7.05 | 6.41 | 7.40 | 5.01 | 4.02 | 5.98 |
| Draw Down(%) | NA | 9.55 | 18.10 | 18.85 | 18.85 | NA | NA | 18.85 | 1.84 | 9.55 | 17.37 | 8.07 | 18.85 | 4.79 | 12.08 | 3.43 | 4.63 | 5.57 | 3.53 | 5.19 | 4.55 | 6.20 | 9.22 | 7.24 | 6.13 | 7.12 | 6.00 | 5.28 | 9.00 | 2.09 | 6.52 | 6.11 |
| Yield(%) | NA | 4.27 | 4.21 | 4.98 | 3.79 | NA | NA | 3.72 | 0.07 | 4.40 | 2.30 | 6.45 | 7.47 | 5.10 | 2.68 | 0.11 | 3.76 | 2.83 | 3.74 | 5.00 | 2.65 | 2.00 | 2.80 | 4.06 | 3.36 | 4.50 | 9.90 | 6.68 | 1.85 | 1.42 | 0.75 | 1.61 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Activant Solutions Inc Savings and Investment Plan Tactical Asset Allocation Moderate |
1.21%
Mar 2017 - Mar 2020 |
1.31%
Mar 2015 - Mar 2020 |
4.98%
Apr 2010 - Apr 2020 |
6.49%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Activant Solutions Inc Savings and Investment Plan Tactical Asset Allocation Moderate |
26.58%
Dec 2018 - Dec 2021 |
15.90%
Dec 2016 - Dec 2021 |
10.84%
Oct 2011 - Oct 2021 |
10.18%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart