Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Tileco Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 15.15% | 1.09% | 5.39% | 3.27% | 4.65% | 7.42% | 8.92% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Tileco Inc. 401(k) Plan 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 (%) | -1.15 | 15.15 | 1.09 | 5.39 | 3.27 | 4.65 | 7.42 | 8.92 | NA | 4.24 | -1.27 | -7.44 | 21.59 | 7.47 | 8.94 | -9.06 | 1.91 | 6.93 | -4.45 | 5.25 | 11.99 | 8.72 | -3.98 | 13.16 | 27.33 | -3.79 | 22.85 | 19.00 | 13.11 | 14.75 | 36.23 | 14.04 | 4.77 |
| Sharpe Ratio | NA | -0.03 | -0.51 | 0.21 | 0.10 | NA | NA | 0.82 | 0.07 | -0.20 | -0.72 | -0.96 | 1.72 | 0.78 | 1.51 | -1.35 | 0.21 | 1.19 | -0.67 | 0.81 | 1.64 | 1.39 | -0.32 | 0.99 | 2.66 | -0.48 | 1.88 | 1.93 | 1.53 | 1.54 | 6.45 | 2.39 | 0.49 |
| Standard Deviation(%) | NA | 11.50 | 9.59 | 10.22 | 8.48 | NA | NA | 8.63 | 12.29 | 11.51 | 7.63 | 9.19 | 12.57 | 9.31 | 5.01 | 7.71 | 6.05 | 5.64 | 6.73 | 6.48 | 7.31 | 6.26 | 12.65 | 13.23 | 10.25 | 9.80 | 10.56 | 8.15 | 7.14 | 8.97 | 5.51 | 5.42 | 5.03 |
| Draw Down(%) | NA | 10.30 | 18.77 | 18.77 | 18.77 | NA | NA | 18.77 | 1.04 | 10.30 | 8.15 | 14.13 | 8.46 | 11.56 | 2.44 | 14.69 | 5.21 | 4.00 | 9.26 | 6.76 | 6.27 | 6.75 | 15.61 | 10.33 | 5.24 | 14.52 | 8.55 | 8.74 | 6.35 | 11.94 | 3.81 | 6.13 | 2.97 |
| Yield(%) | NA | 3.66 | 7.22 | 5.67 | 4.88 | NA | NA | 5.17 | NA | 0.58 | 3.64 | 8.61 | 9.56 | 4.83 | 2.39 | 6.69 | 0.40 | 2.47 | 6.60 | 4.29 | 5.31 | 4.14 | 5.77 | 3.21 | 4.81 | 3.77 | 8.43 | 6.21 | 7.21 | 4.36 | 4.39 | 4.63 | 6.65 |
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 |
|---|---|---|---|---|
| Tileco Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-3.05%
Oct 2017 - Oct 2020 |
-1.00%
Feb 2015 - Feb 2020 |
2.23%
Apr 2010 - Apr 2020 |
3.95%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Tileco Inc. 401(k) Plan Tactical Asset Allocation Moderate |
22.42%
Jan 2003 - Jan 2006 |
22.12%
Oct 2002 - Oct 2007 |
16.80%
Apr 2001 - Apr 2011 |
11.62%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart