Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pearson 401K Tactical Asset Allocation Moderate | NA | 35.52% | 10.24% | 10.12% | 7.24% | 7.04% | 7.19% | 7.71% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pearson 401K 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 (%) | -0.61 | 35.52 | 10.24 | 10.12 | 7.24 | 7.04 | 7.19 | 7.71 | NA | 22.28 | 23.36 | -8.82 | 11.24 | 6.38 | 8.64 | -2.76 | 10.64 | 4.63 | 0.42 | -0.28 | 16.07 | 9.30 | 1.91 | 3.33 | 14.91 | -1.58 | 7.45 | 12.87 | 3.75 | 9.90 | 16.38 | 6.74 | 6.81 |
| Sharpe Ratio | NA | 2.16 | 0.93 | 0.93 | 0.79 | NA | NA | 0.92 | 0.10 | 1.96 | 2.62 | -1.06 | 1.23 | 0.76 | 1.50 | -0.57 | 2.01 | 1.16 | 0.08 | -0.05 | 2.31 | 1.76 | 0.25 | 0.32 | 1.96 | -0.61 | 0.52 | 1.35 | 0.30 | 1.28 | 3.38 | 1.81 | 1.16 |
| Standard Deviation(%) | NA | 7.97 | 8.41 | 8.50 | 7.07 | NA | NA | 6.72 | 7.87 | 8.02 | 7.31 | 9.65 | 9.10 | 8.12 | 4.82 | 7.12 | 4.98 | 3.82 | 5.01 | 5.65 | 6.94 | 5.26 | 7.41 | 10.02 | 7.55 | 4.12 | 8.58 | 7.11 | 5.27 | 7.01 | 4.64 | 3.11 | 3.87 |
| Draw Down(%) | NA | 5.32 | 11.89 | 15.58 | 15.58 | NA | NA | 15.58 | 0.56 | 5.32 | 4.13 | 12.66 | 6.42 | 9.79 | 2.84 | 8.18 | 2.62 | 2.77 | 4.40 | 5.49 | 3.66 | 3.90 | 6.32 | 9.77 | 3.74 | 4.79 | 6.39 | 7.66 | 4.56 | 5.01 | 3.12 | 1.64 | 2.77 |
| Yield(%) | NA | 14.65 | 9.95 | 7.43 | 4.96 | NA | NA | 4.85 | NA | 4.38 | 14.35 | 8.06 | 2.90 | 3.75 | 4.14 | 3.23 | 0.59 | 2.90 | 1.11 | 4.21 | 4.34 | 5.29 | 3.71 | 4.06 | 4.54 | 2.68 | 4.95 | 8.12 | 4.35 | 4.49 | 3.01 | 5.61 | 6.73 |
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 |
|---|---|---|---|---|
| Pearson 401K Tactical Asset Allocation Moderate |
0.00%
Oct 2017 - Oct 2020 |
2.43%
Dec 2013 - Dec 2018 |
4.22%
Oct 2013 - Oct 2023 |
4.62%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pearson 401K Tactical Asset Allocation Moderate |
12.93%
Nov 2021 - Nov 2024 |
11.13%
Nov 2019 - Nov 2024 |
8.56%
Apr 2001 - Apr 2011 |
7.38%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart