Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 5.28% | 5.92% | 4.56% | 3.42% | 6.90% | 8.09% | 8.96% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING 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 (%) | -0.38 | 5.28 | 5.92 | 4.56 | 3.42 | 6.90 | 8.09 | 8.96 | -1.54 | 17.11 | -7.55 | 9.04 | 17.41 | 4.83 | -6.41 | 14.70 | 0.95 | -5.31 | 1.23 | 12.09 | 11.60 | 2.84 | 16.64 | 30.03 | -8.31 | 21.77 | 16.50 | 15.51 | 12.12 | 24.17 | 9.87 | 8.17 |
| Sharpe Ratio | NA | 1.23 | 0.26 | 0.65 | 0.41 | NA | NA | 0.96 | -0.20 | 1.74 | -0.96 | 0.80 | 1.81 | 0.61 | -0.99 | 2.68 | 0.12 | -0.84 | 0.20 | 1.67 | 2.15 | 0.30 | 1.27 | 3.07 | -1.28 | 1.55 | 1.40 | 1.88 | 1.14 | 4.07 | 1.64 | 1.02 |
| Standard Deviation(%) | NA | 7.80 | 9.34 | 8.90 | 7.72 | NA | NA | 8.24 | 9.06 | 7.38 | 9.34 | 11.25 | 9.50 | 5.66 | 7.84 | 5.25 | 6.12 | 6.38 | 6.05 | 7.20 | 5.37 | 9.39 | 13.00 | 9.76 | 7.19 | 12.13 | 9.44 | 7.10 | 9.82 | 5.76 | 5.33 | 5.76 |
| Draw Down(%) | NA | 4.39 | 15.12 | 15.12 | 15.12 | NA | NA | 15.12 | 2.85 | 4.39 | 12.67 | 6.89 | 8.83 | 2.75 | 12.36 | 2.45 | 6.44 | 8.46 | 6.88 | 6.67 | 4.40 | 9.19 | 8.69 | 4.97 | 12.83 | 10.13 | 13.27 | 5.76 | 13.48 | 2.61 | 6.46 | 3.15 |
| Yield(%) | NA | 13.56 | 8.95 | 6.74 | 5.23 | NA | NA | 5.48 | 0.92 | 13.54 | 7.07 | 5.17 | 4.55 | 2.30 | 3.20 | 0.35 | 2.93 | 8.79 | 3.55 | 4.74 | 4.89 | 3.90 | 4.95 | 5.53 | 3.41 | 7.66 | 5.47 | 6.61 | 5.31 | 5.66 | 6.73 | 8.82 |
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 |
|---|---|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.21%
Feb 2014 - Feb 2017 |
0.43%
Feb 2015 - Feb 2020 |
3.42%
Oct 2013 - Oct 2023 |
5.59%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
22.00%
Oct 2004 - Oct 2007 |
19.05%
Oct 2002 - Oct 2007 |
14.95%
Apr 2001 - Apr 2011 |
10.87%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart