Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 25.63% | 1.67% | 34.00% | 16.84% | 13.91% | 13.50% | 13.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K 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 (%) | -1.25 | 25.63 | 1.67 | 34.00 | 16.84 | 13.91 | 13.50 | 13.32 | NA | 6.18 | 11.16 | -17.93 | 18.47 | 251.03 | 3.71 | -3.23 | 10.18 | 5.72 | -5.31 | 3.00 | 13.92 | 11.62 | 1.23 | 10.44 | 19.63 | 0.20 | 12.74 | 19.32 | 6.61 | 12.79 | 20.43 | 6.14 | 4.32 |
| Sharpe Ratio | NA | -0.03 | -0.38 | 0.58 | 0.39 | NA | NA | 0.46 | 0.02 | -0.05 | 0.67 | -1.24 | 1.94 | 2.23 | 0.48 | -0.57 | 1.93 | 1.15 | -0.79 | 0.50 | 2.02 | 2.13 | 0.13 | 0.91 | 2.28 | -0.12 | 0.96 | 2.00 | 0.62 | 1.42 | 4.00 | 1.49 | 0.45 |
| Standard Deviation(%) | NA | 8.48 | 11.84 | 51.49 | 36.65 | NA | NA | 24.33 | 6.20 | 8.55 | 10.25 | 15.60 | 9.52 | 112.55 | 4.82 | 7.98 | 4.95 | 4.80 | 6.76 | 5.92 | 6.87 | 5.43 | 9.20 | 11.43 | 8.57 | 5.97 | 10.12 | 8.03 | 7.21 | 8.37 | 4.94 | 3.38 | 4.45 |
| Draw Down(%) | NA | 8.37 | 21.70 | 22.75 | 22.75 | NA | NA | 22.75 | 0.76 | 8.29 | 9.80 | 22.75 | 4.44 | 11.45 | 5.10 | 10.29 | 2.25 | 3.51 | 8.96 | 6.11 | 5.79 | 4.43 | 8.94 | 8.51 | 4.62 | 4.61 | 7.66 | 6.98 | 5.49 | 10.29 | 2.91 | 1.87 | 3.25 |
| Yield(%) | NA | 6.31 | 5.01 | 6.35 | 5.63 | NA | NA | 5.04 | NA | 0.55 | 6.26 | 4.81 | 3.73 | 10.77 | 4.20 | 5.10 | 0.73 | 3.26 | 9.79 | 5.46 | 4.56 | 4.26 | 3.31 | 4.54 | 5.34 | 4.25 | 5.23 | 5.72 | 4.31 | 4.29 | 4.30 | 5.23 | 6.00 |
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 |
|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.06%
Dec 2021 - Dec 2024 |
0.72%
Feb 2015 - Feb 2020 |
3.96%
Mar 2010 - Mar 2020 |
6.73%
Feb 2005 - Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSTON LOGIC TECHNOLOGY PARTNERS INC. 401K PLAN Tactical Asset Allocation Moderate |
62.77%
Dec 2018 - Dec 2021 |
35.68%
Dec 2016 - Dec 2021 |
19.68%
Dec 2011 - Dec 2021 |
16.13%
May 2006 - May 2021 |
Annualized Rolling Returns Comparison Chart