Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MYHRE Global University Investments Profit Sharing & 401(k) Hartford Tactical Asset Allocation Moderate | NA | 20.31% | 2.58% | 8.40% | 7.96% | 7.87% | 9.67% | 9.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MYHRE Global University Investments Profit Sharing & 401(k) Hartford 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 (%) | -1.31 | 20.31 | 2.58 | 8.40 | 7.96 | 7.87 | 9.67 | 9.24 | NA | 4.29 | 11.02 | -13.60 | 12.08 | 21.53 | 23.25 | 14.56 | 14.14 | 0.73 | -8.02 | 0.82 | 8.61 | 10.64 | 1.65 | 12.71 | 29.97 | -4.16 | 19.77 | 20.39 | 14.61 | 10.35 | 15.02 | -0.76 | -0.25 |
| Sharpe Ratio | NA | -0.22 | -0.31 | 0.37 | 0.61 | NA | NA | 0.86 | -0.04 | -0.24 | 0.72 | -1.08 | 1.25 | 2.38 | 2.25 | 1.31 | 2.59 | 0.08 | -1.17 | 0.15 | 1.15 | 2.27 | 0.18 | 0.96 | 3.29 | -0.75 | 1.36 | 1.90 | 1.87 | 1.17 | 2.94 | -0.42 | -0.93 |
| Standard Deviation(%) | NA | 9.63 | 11.15 | 10.47 | 9.26 | NA | NA | 8.51 | 6.81 | 9.70 | 9.42 | 13.82 | 9.66 | 8.95 | 9.69 | 10.10 | 5.21 | 6.19 | 6.85 | 5.42 | 7.43 | 4.67 | 9.03 | 13.21 | 9.08 | 6.75 | 12.29 | 9.01 | 6.64 | 8.04 | 4.88 | 4.41 | 2.75 |
| Draw Down(%) | NA | 8.44 | 16.29 | 17.95 | 17.95 | NA | NA | 17.95 | 0.70 | 8.44 | 8.00 | 17.95 | 5.64 | 4.66 | 0.00 | 5.72 | 2.58 | 6.03 | 11.88 | 6.25 | 7.44 | 3.59 | 7.94 | 8.97 | 4.46 | 8.84 | 10.41 | 10.98 | 4.79 | 9.96 | 4.50 | 5.96 | 3.68 |
| Yield(%) | NA | 6.39 | 7.09 | 11.02 | 9.46 | NA | NA | 6.40 | NA | 0.71 | 6.67 | 6.31 | 7.17 | 16.71 | 23.25 | 17.81 | 1.80 | 2.99 | 5.90 | 4.56 | 4.57 | 4.73 | 1.88 | 3.77 | 4.43 | 3.10 | 10.25 | 9.48 | 3.10 | 1.20 | 3.19 | 1.45 | 2.14 |
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 |
|---|---|---|---|---|
| MYHRE Global University Investments Profit Sharing & 401(k) Hartford Tactical Asset Allocation Moderate |
-2.25%
Dec 2013 - Dec 2016 |
0.97%
Apr 2011 - Apr 2016 |
5.90%
Oct 2007 - Oct 2017 |
7.17%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MYHRE Global University Investments Profit Sharing & 401(k) Hartford Tactical Asset Allocation Moderate |
21.87%
May 2018 - May 2021 |
17.52%
Apr 2005 - Apr 2010 |
12.92%
Jan 2003 - Jan 2013 |
10.73%
Jun 2005 - Jun 2020 |
Annualized Rolling Returns Comparison Chart