Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bigge Crane and Rigging 401K Tactical Asset Allocation Moderate | NA | 32.85% | 10.95% | 8.46% | 6.22% | 5.79% | 6.18% | 6.27% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bigge Crane and Rigging 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 (%) | -0.57 | 32.85 | 10.95 | 8.46 | 6.22 | 5.79 | 6.18 | 6.27 | NA | 17.28 | 23.77 | -6.69 | 6.33 | -1.13 | 9.88 | -1.95 | 8.97 | 8.92 | -2.06 | 1.98 | 15.15 | 5.10 | -4.19 | 3.47 | 16.43 | 0.79 | 7.72 | 9.35 | 3.37 | 9.27 | 15.49 | -1.35 | 1.57 |
| Sharpe Ratio | NA | 1.11 | 0.76 | 0.51 | 0.56 | NA | NA | 0.70 | 0.05 | 1.04 | 2.58 | -0.85 | 0.67 | -0.12 | 1.89 | -0.46 | 1.61 | 2.13 | -0.36 | 0.40 | 2.32 | 1.30 | -0.57 | 0.43 | 2.76 | -0.98 | 0.60 | 0.88 | 0.23 | 1.37 | 3.13 | -0.93 | -0.63 |
| Standard Deviation(%) | NA | 10.27 | 9.22 | 9.74 | 7.89 | NA | NA | 6.65 | 8.87 | 10.28 | 7.57 | 9.48 | 9.38 | 11.46 | 4.47 | 7.15 | 5.20 | 4.09 | 5.81 | 4.97 | 6.51 | 3.87 | 7.43 | 7.91 | 5.92 | 0.14 | 7.88 | 6.90 | 5.23 | 6.09 | 4.73 | 2.66 | 1.18 |
| Draw Down(%) | NA | 8.30 | 10.88 | 23.24 | 23.24 | NA | NA | 23.24 | 0.66 | 8.30 | 4.42 | 11.34 | 5.25 | 23.24 | 3.79 | 8.04 | 3.19 | 2.89 | 7.41 | 5.77 | 4.70 | 3.78 | 6.98 | 8.52 | 3.44 | 0.13 | 6.90 | 9.00 | 5.15 | 6.20 | 3.32 | 4.36 | 0.97 |
| Yield(%) | NA | 16.97 | 11.81 | 9.05 | 5.79 | NA | NA | 4.50 | NA | 4.40 | 16.76 | 8.50 | 6.52 | 3.01 | 6.55 | 1.86 | 0.54 | 4.50 | 1.25 | 4.73 | 4.61 | 2.68 | 1.35 | 3.53 | 3.13 | 0.93 | 6.61 | 5.95 | 4.96 | 3.22 | 2.83 | 1.85 | 3.29 |
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 |
|---|---|---|---|---|
| Bigge Crane and Rigging 401K Tactical Asset Allocation Moderate |
-2.77%
Oct 2017 - Oct 2020 |
0.62%
Jul 2017 - Jul 2022 |
2.19%
Mar 2010 - Mar 2020 |
3.74%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bigge Crane and Rigging 401K Tactical Asset Allocation Moderate |
14.05%
Nov 2021 - Nov 2024 |
9.62%
Oct 2002 - Oct 2007 |
6.87%
Aug 2004 - Aug 2014 |
6.75%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart