Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Tactical Asset Allocation Moderate | NA | 25.89% | 2.52% | 7.91% | 6.08% | 6.51% | 7.01% | 7.40% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust 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 (%) | -0.95 | 25.89 | 2.52 | 7.91 | 6.08 | 6.51 | 7.01 | 7.40 | NA | 7.28 | 16.92 | -19.02 | 12.74 | 23.40 | 8.31 | -2.50 | 10.69 | 5.24 | -0.23 | 2.55 | 16.26 | 7.81 | -0.47 | 7.32 | 17.65 | -4.20 | 10.43 | 12.39 | 6.30 | 9.84 | 21.61 | 3.20 | 2.31 |
| Sharpe Ratio | NA | 0.21 | -0.21 | 0.45 | 0.48 | NA | NA | 0.78 | 0.05 | 0.07 | 1.42 | -1.33 | 1.36 | 3.06 | 1.35 | -0.52 | 1.81 | 1.16 | -0.05 | 0.45 | 2.57 | 1.30 | -0.07 | 0.75 | 2.50 | -1.89 | 0.83 | 1.33 | 0.76 | 1.32 | 4.26 | 1.04 | 0.01 |
| Standard Deviation(%) | NA | 10.44 | 11.90 | 10.70 | 8.51 | NA | NA | 7.27 | 8.83 | 10.49 | 8.95 | 15.30 | 9.37 | 7.57 | 5.13 | 7.30 | 5.55 | 4.34 | 4.84 | 5.57 | 6.31 | 5.96 | 7.52 | 9.60 | 7.01 | 2.71 | 9.00 | 6.83 | 5.45 | 6.73 | 4.91 | 2.01 | 0.05 |
| Draw Down(%) | NA | 7.21 | 22.80 | 24.31 | 24.31 | NA | NA | 24.31 | 0.76 | 7.21 | 8.73 | 24.27 | 5.57 | 6.67 | 3.30 | 8.38 | 3.75 | 2.80 | 4.71 | 4.50 | 4.50 | 5.16 | 7.44 | 8.08 | 3.73 | 4.98 | 6.64 | 8.64 | 4.79 | 6.17 | 2.62 | 2.43 | 0.00 |
| Yield(%) | NA | 5.04 | 5.61 | 4.82 | 3.71 | NA | NA | 3.57 | NA | 0.93 | 4.74 | 2.42 | 8.91 | 4.51 | 3.62 | 3.74 | 0.24 | 3.20 | 1.59 | 4.40 | 3.32 | 2.78 | 3.24 | 2.93 | 2.59 | 1.68 | 5.72 | 6.46 | 4.07 | 3.24 | 4.06 | 1.51 | 2.31 |
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 |
|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
0.52%
Dec 2021 - Dec 2024 |
2.31%
Sep 2017 - Sep 2022 |
4.16%
Oct 2013 - Oct 2023 |
4.73%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Richard Wolf Medical Instruments Corp. Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
14.65%
Dec 2018 - Dec 2021 |
13.61%
Oct 2002 - Oct 2007 |
8.93%
Apr 2001 - Apr 2011 |
8.38%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart