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 Strategic Asset Allocation - Optimal Moderate | NA | 32.36% | 8.92% | 11.05% | 7.19% | 7.64% | 7.19% | 7.34% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal 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 (%) | -0.72 | 32.36 | 8.92 | 11.05 | 7.19 | 7.64 | 7.19 | 7.34 | NA | 18.28 | 19.92 | -9.63 | 4.93 | 22.11 | 16.98 | -8.34 | 9.85 | 3.47 | -0.89 | 5.89 | 10.44 | 11.26 | -2.31 | 13.05 | 26.91 | -28.52 | 11.64 | 15.69 | 11.46 | 14.97 | 21.74 | -4.74 | 1.76 |
| Sharpe Ratio | NA | 1.76 | 0.55 | 0.69 | 0.55 | NA | NA | 0.53 | 0.07 | 1.61 | 2.00 | -0.86 | 0.52 | 1.22 | 2.26 | -0.99 | 1.93 | 0.40 | -0.11 | 0.96 | 1.53 | 1.51 | -0.17 | 1.09 | 1.40 | -1.26 | 0.86 | 1.71 | 1.50 | 1.79 | 2.92 | -0.64 | -0.07 |
| Standard Deviation(%) | NA | 7.23 | 9.65 | 11.74 | 9.96 | NA | NA | 10.86 | 7.29 | 7.27 | 7.84 | 12.82 | 9.44 | 17.88 | 6.90 | 9.73 | 4.79 | 8.16 | 8.50 | 6.10 | 6.81 | 7.41 | 13.97 | 11.90 | 19.13 | 23.31 | 10.11 | 7.28 | 6.21 | 7.83 | 7.21 | 9.16 | 7.47 |
| Draw Down(%) | NA | 4.60 | 16.14 | 20.23 | 20.23 | NA | NA | 41.22 | 0.55 | 4.60 | 5.23 | 16.73 | 6.99 | 20.23 | 3.14 | 14.55 | 2.29 | 7.37 | 8.80 | 4.67 | 7.19 | 6.24 | 14.73 | 8.55 | 17.11 | 39.03 | 6.28 | 8.40 | 4.12 | 8.06 | 6.75 | 15.18 | 10.88 |
| Yield(%) | NA | 14.33 | 9.49 | 6.69 | 4.98 | NA | NA | 4.22 | NA | 4.61 | 13.15 | 6.56 | 3.50 | 2.97 | 2.00 | 3.65 | 0.66 | 1.92 | 7.54 | 2.89 | 3.64 | 2.49 | 2.22 | 1.61 | 2.08 | 3.49 | 7.36 | 4.78 | 4.71 | 4.65 | 3.88 | 2.82 | 3.96 |
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 |
|---|---|---|---|---|
| EAST ATLANTA MOTOR SALES INC. 401K PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate |
-7.90%
Feb 2006 - Feb 2009 |
0.11%
Feb 2004 - Feb 2009 |
3.64%
Oct 2007 - Oct 2017 |
3.61%
Sep 2007 - Sep 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 Strategic Asset Allocation - Optimal Moderate |
19.55%
Mar 2003 - Mar 2006 |
16.17%
Oct 2002 - Oct 2007 |
9.18%
Mar 2003 - Mar 2013 |
8.97%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart