Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 18.64% | 0.81% | 3.31% | 3.74% | 4.49% | 5.62% | 6.42% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Greatbatch Inc. 401(k) Retirement 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 (%) | -1.07 | 18.64 | 0.81 | 3.31 | 3.74 | 4.49 | 5.62 | 6.42 | NA | 8.62 | 9.54 | -13.88 | 7.96 | 6.18 | 5.70 | -3.96 | 11.78 | 9.53 | -2.90 | 2.46 | 14.60 | 5.82 | -1.90 | 6.91 | 17.04 | -1.13 | 10.30 | 11.63 | 5.67 | 12.84 | 19.21 | 2.93 | 8.03 |
| Sharpe Ratio | NA | 0.39 | -0.31 | 0.09 | 0.26 | NA | NA | 0.67 | 0.03 | 0.26 | 0.71 | -1.64 | 0.98 | 0.54 | 0.96 | -0.76 | 2.61 | 1.83 | -0.57 | 0.43 | 2.20 | 0.96 | -0.21 | 0.61 | 2.02 | -0.38 | 0.76 | 1.10 | 0.59 | 1.62 | 3.01 | 0.35 | 1.11 |
| Standard Deviation(%) | NA | 7.70 | 8.20 | 8.86 | 7.28 | NA | NA | 7.30 | 6.91 | 7.75 | 7.40 | 9.31 | 8.13 | 11.10 | 4.45 | 6.92 | 4.27 | 5.10 | 5.14 | 5.67 | 6.63 | 6.01 | 9.05 | 11.18 | 8.41 | 5.38 | 9.67 | 7.59 | 5.95 | 7.34 | 6.16 | 5.23 | 5.15 |
| Draw Down(%) | NA | 5.37 | 14.38 | 16.57 | 16.57 | NA | NA | 16.57 | 0.52 | 5.37 | 6.89 | 14.51 | 4.06 | 15.33 | 3.04 | 9.35 | 2.06 | 2.95 | 5.58 | 5.39 | 5.05 | 5.40 | 9.92 | 9.28 | 4.19 | 8.00 | 7.16 | 9.34 | 4.25 | 6.26 | 3.18 | 5.57 | 3.85 |
| Yield(%) | NA | 3.84 | 3.39 | 3.15 | 3.12 | NA | NA | 3.87 | NA | 0.99 | 3.43 | 3.44 | 2.40 | 3.28 | 2.46 | 2.67 | 0.65 | 7.54 | 2.18 | 2.15 | 1.75 | 3.78 | 3.15 | 3.98 | 5.38 | 3.75 | 6.30 | 4.51 | 2.94 | 4.10 | 4.07 | 6.07 | 8.13 |
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 |
|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-1.65%
Oct 2017 - Oct 2020 |
0.04%
Dec 2017 - Dec 2022 |
2.39%
Oct 2013 - Oct 2023 |
3.88%
May 2008 - May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Greatbatch Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
13.98%
Apr 2003 - Apr 2006 |
12.85%
Oct 2002 - Oct 2007 |
9.80%
Apr 2001 - Apr 2011 |
8.16%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart