Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Wolseley 401K Tactical Asset Allocation Moderate | NA | 18.09% | -1.97% | 1.41% | 1.60% | 3.18% | 4.78% | 5.97% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Wolseley 401K Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.27 | 18.09 | -1.97 | 1.41 | 1.60 | 3.18 | 4.78 | 5.97 | NA | 3.79 | 6.52 | -11.75 | -3.04 | 8.41 | 4.85 | -2.62 | 6.09 | 3.58 | -3.33 | -1.04 | 16.65 | 7.79 | -1.47 | 8.31 | 16.11 | -1.63 | 14.71 | 13.51 | 4.98 | 11.46 | 18.43 | 9.73 | 8.65 |
| Sharpe Ratio | NA | -0.14 | -0.52 | -0.20 | -0.07 | NA | NA | 0.60 | 0.09 | -0.26 | 0.33 | -1.58 | -0.29 | 0.96 | 0.70 | -0.53 | 0.97 | 0.85 | -0.65 | -0.16 | 2.35 | 1.50 | -0.18 | 0.94 | 2.07 | -0.41 | 1.33 | 1.60 | 0.54 | 1.48 | 3.50 | 2.05 | 1.17 |
| Standard Deviation(%) | NA | 10.87 | 8.85 | 9.14 | 7.56 | NA | NA | 7.10 | 5.47 | 10.89 | 6.83 | 8.33 | 10.46 | 8.55 | 4.94 | 7.47 | 5.64 | 3.99 | 5.18 | 6.64 | 7.06 | 5.16 | 8.53 | 8.71 | 7.75 | 6.28 | 8.80 | 6.40 | 5.23 | 7.13 | 5.07 | 4.22 | 5.43 |
| Draw Down(%) | NA | 10.37 | 16.42 | 23.55 | 23.55 | NA | NA | 23.55 | 0.26 | 10.37 | 6.39 | 12.57 | 11.56 | 10.83 | 3.89 | 9.29 | 5.70 | 2.60 | 5.24 | 5.14 | 5.41 | 3.75 | 9.71 | 7.28 | 3.75 | 6.64 | 6.08 | 6.55 | 3.57 | 6.49 | 2.75 | 2.44 | 4.10 |
| Yield(%) | NA | 5.21 | 3.68 | 4.75 | 4.29 | NA | NA | 4.61 | NA | 0.75 | 5.02 | 3.52 | 1.54 | 7.92 | 5.51 | 2.35 | 0.24 | 3.63 | 6.47 | 5.74 | 3.80 | 6.42 | 1.68 | 3.84 | 5.41 | 4.09 | 5.57 | 5.48 | 3.31 | 3.54 | 3.46 | 7.93 | 8.82 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wolseley 401K Tactical Asset Allocation Moderate |
-3.32%
Apr 2021 - Apr 2024 |
-2.28%
Sep 2018 - Sep 2023 |
0.05%
Oct 2013 - Oct 2023 |
2.39%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Wolseley 401K Tactical Asset Allocation Moderate |
13.72%
Oct 2004 - Oct 2007 |
13.50%
Oct 2002 - Oct 2007 |
10.99%
Apr 2001 - Apr 2011 |
8.00%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart