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 |
|---|---|---|---|---|---|---|---|---|
| BURNS and MCDONNELL INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 20.24% | -1.54% | 3.58% | 2.37% | 2.92% | 4.51% | 5.35% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BURNS and MCDONNELL INC. 401K SAVINGS PLAN 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 (%) | -0.93 | 20.24 | -1.54 | 3.58 | 2.37 | 2.92 | 4.51 | 5.35 | NA | 7.85 | 5.22 | -17.40 | 8.37 | 15.18 | 5.05 | -0.07 | 0.74 | 8.25 | -5.66 | -5.15 | 9.31 | 6.47 | 2.00 | 4.89 | 14.47 | 2.98 | 12.04 | 11.58 | 5.89 | 10.46 | 13.64 | 6.59 | 5.96 |
| Sharpe Ratio | NA | 0.34 | -0.48 | 0.09 | 0.11 | NA | NA | 0.57 | 0.08 | 0.13 | 0.13 | -1.91 | 0.88 | 1.71 | 0.89 | -0.20 | 0.02 | 2.00 | -1.14 | -0.97 | 1.44 | 1.51 | 0.24 | 0.56 | 2.82 | 0.60 | 1.03 | 1.15 | 0.71 | 1.43 | 2.55 | 1.82 | 1.03 |
| Standard Deviation(%) | NA | 9.78 | 8.78 | 9.10 | 7.55 | NA | NA | 6.72 | 8.36 | 9.83 | 7.30 | 9.82 | 9.44 | 8.72 | 4.08 | 6.95 | 7.15 | 4.03 | 5.00 | 5.35 | 6.46 | 4.26 | 8.09 | 8.59 | 5.09 | 3.41 | 8.82 | 7.21 | 5.27 | 6.65 | 5.07 | 3.01 | 3.53 |
| Draw Down(%) | NA | 6.41 | 18.70 | 22.36 | 22.36 | NA | NA | 22.36 | 0.62 | 6.41 | 7.17 | 18.11 | 5.75 | 9.02 | 3.33 | 8.66 | 9.70 | 2.50 | 7.05 | 5.35 | 4.36 | 3.63 | 7.83 | 7.10 | 2.53 | 1.85 | 7.06 | 9.96 | 4.18 | 6.38 | 3.64 | 1.44 | 2.95 |
| Yield(%) | NA | 4.98 | 5.07 | 5.05 | 4.11 | NA | NA | 3.86 | NA | 0.58 | 5.06 | 3.33 | 6.01 | 5.67 | 5.23 | 4.51 | 0.25 | 3.36 | 1.64 | 5.58 | 1.93 | 3.82 | 1.84 | 4.76 | 4.39 | 3.11 | 5.18 | 5.45 | 2.64 | 2.36 | 3.08 | 3.93 | 5.05 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURNS and MCDONNELL INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
-3.08%
Apr 2021 - Apr 2024 |
-0.50%
Dec 2013 - Dec 2018 |
0.14%
Oct 2013 - Oct 2023 |
2.53%
Oct 2008 - Oct 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BURNS and MCDONNELL INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
12.16%
Oct 2004 - Oct 2007 |
11.71%
Oct 2002 - Oct 2007 |
9.31%
Apr 2001 - Apr 2011 |
6.74%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart