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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
ATTACHMATE 401 K PLAN Tactical Asset Allocation Moderate NA -2.96% 0.82% 1.13% 1.93% 4.31% 5.20% 6.21%
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
ATTACHMATE 401 K PLAN Tactical Asset Allocation Moderate 12/31/2000 01/30/2024
Last 1 Week 1 Yr 3 Yr 5 Yr 10 Yr 15 Yr 20 Yr Inception 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 (%) -0.45 -2.96 0.82 1.13 1.93 4.31 5.20 6.21 0.87 6.75 -14.13 9.69 14.87 2.24 -6.21 16.02 5.17 -6.65 1.45 12.45 6.08 -0.09 4.14 26.41 -4.31 10.23 11.15 3.66 16.27 22.31 8.93 8.06
Sharpe Ratio NA 0.35 -0.23 0.22 0.23 NA NA 0.69 0.08 0.34 -1.65 1.02 1.32 0.15 -1.07 3.01 0.87 -1.33 0.25 1.83 1.17 -0.01 0.34 2.53 -0.85 0.82 1.06 0.26 2.03 3.62 1.74 1.19
Standard Deviation(%) NA 7.60 8.71 8.85 7.46 NA NA 7.62 7.45 7.34 9.41 9.48 11.11 5.69 7.06 5.12 5.70 5.03 5.80 6.78 5.16 10.69 11.94 10.41 6.19 8.84 7.46 5.71 7.54 5.98 4.49 4.84
Draw Down(%) NA 6.31 18.26 18.26 18.26 NA NA 18.26 1.58 6.31 14.49 5.46 13.25 4.96 12.02 2.01 4.09 7.97 5.93 4.72 4.02 11.06 11.35 4.99 9.79 7.09 8.95 5.30 7.37 2.97 3.12 4.07
Yield(%) NA 3.41 4.53 3.44 2.40 NA NA 3.53 0.01 3.64 2.60 7.47 1.78 1.87 1.61 0.16 1.79 1.37 1.93 2.72 3.77 3.88 2.81 4.40 2.91 5.10 4.75 4.16 3.67 4.27 6.62 7.97
Data as of 10/31/2023, 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
ATTACHMATE 401 K PLAN Tactical Asset Allocation Moderate -0.14%
Dec 2013 - Dec 2016
-0.08%
Feb 2018 - Feb 2023
1.93%
Oct 2013 - Oct 2023
3.46%
Feb 2008 - Feb 2023
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
ATTACHMATE 401 K PLAN Tactical Asset Allocation Moderate 15.94%
Mar 2002 - Mar 2005
13.71%
Oct 2002 - Oct 2007
10.71%
Apr 2001 - Apr 2011
8.14%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart