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 |
|---|---|---|---|---|---|---|---|---|
| AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | NA | 15.07% | -2.34% | 2.15% | 1.84% | 2.74% | 5.60% | 6.90% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST 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 (%) | -1.30 | 15.07 | -2.34 | 2.15 | 1.84 | 2.74 | 5.60 | 6.90 | NA | -0.03 | 8.57 | -17.15 | 1.75 | 16.88 | 0.44 | -2.35 | 13.44 | 4.72 | -6.11 | -4.79 | 13.21 | 5.75 | -4.45 | 6.93 | 25.64 | -3.09 | 18.73 | 15.67 | 15.59 | 13.90 | 22.74 | 11.67 | 7.44 |
| Sharpe Ratio | NA | -0.45 | -0.71 | -0.12 | 0.01 | NA | NA | 0.67 | 0.05 | -0.62 | 0.56 | -1.84 | 0.18 | 1.61 | -0.17 | -0.48 | 2.31 | 0.83 | -1.23 | -0.69 | 2.11 | 1.18 | -0.52 | 0.66 | 2.87 | -0.71 | 1.33 | 1.42 | 2.22 | 1.63 | 4.38 | 2.55 | 1.12 |
| Standard Deviation(%) | NA | 10.61 | 9.58 | 9.77 | 8.09 | NA | NA | 7.74 | 11.40 | 10.62 | 7.65 | 10.09 | 9.75 | 10.34 | 5.83 | 7.56 | 5.54 | 5.42 | 5.01 | 6.98 | 6.24 | 4.81 | 8.58 | 10.29 | 8.89 | 5.62 | 11.82 | 8.74 | 6.04 | 7.94 | 5.03 | 4.14 | 4.58 |
| Draw Down(%) | NA | 9.78 | 18.82 | 23.28 | 23.28 | NA | NA | 23.28 | 0.97 | 9.78 | 6.28 | 17.40 | 6.67 | 10.15 | 4.78 | 9.00 | 3.03 | 3.50 | 7.09 | 7.52 | 4.23 | 4.27 | 9.41 | 8.85 | 4.52 | 7.27 | 10.04 | 12.99 | 4.79 | 9.51 | 4.12 | 2.65 | 3.51 |
| Yield(%) | NA | 3.86 | 3.44 | 4.30 | 3.60 | NA | NA | 4.38 | NA | 0.61 | 3.80 | 1.70 | 4.17 | 9.00 | 2.57 | 1.61 | 0.24 | 2.69 | 5.05 | 4.62 | 4.58 | 4.58 | 1.85 | 3.42 | 4.66 | 3.02 | 9.33 | 7.47 | 4.18 | 3.59 | 4.93 | 5.52 | 7.64 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
-3.48%
Dec 2021 - Dec 2024 |
-1.55%
Sep 2018 - Sep 2023 |
0.40%
Oct 2013 - Oct 2023 |
2.08%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AVANTAIR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
20.78%
Oct 2004 - Oct 2007 |
18.72%
Oct 2002 - Oct 2007 |
13.58%
Apr 2001 - Apr 2011 |
9.02%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart