Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| LANDMARK RETIREMENT PLUS PLAN Tactical Asset Allocation Moderate | NA | 25.34% | 0.38% | 5.68% | 4.62% | 4.77% | 5.47% | 6.14% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LANDMARK RETIREMENT PLUS 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 (%) | -0.94 | 25.34 | 0.38 | 5.68 | 4.62 | 4.77 | 5.47 | 6.14 | NA | 5.91 | 14.85 | -18.93 | 6.14 | 17.69 | 4.60 | -0.38 | 14.76 | 6.81 | -4.80 | 0.05 | 14.37 | 3.38 | 0.51 | 4.01 | 10.74 | 1.34 | 8.59 | 12.55 | 2.98 | 11.04 | 17.05 | 4.88 | 5.81 |
| Sharpe Ratio | NA | 0.07 | -0.31 | 0.15 | 0.28 | NA | NA | 0.55 | 0.06 | -0.07 | 1.13 | -1.27 | 0.55 | 1.90 | 0.67 | -0.22 | 2.58 | 1.37 | -0.88 | 0.01 | 2.04 | 0.73 | 0.04 | 0.37 | 1.31 | 0.09 | 0.56 | 1.13 | 0.13 | 1.32 | 2.77 | 1.12 | 0.85 |
| Standard Deviation(%) | NA | 10.16 | 12.23 | 11.46 | 9.06 | NA | NA | 8.09 | 7.80 | 10.21 | 9.37 | 16.00 | 11.12 | 9.18 | 4.74 | 7.61 | 5.47 | 4.81 | 5.48 | 6.01 | 7.01 | 4.58 | 11.03 | 10.55 | 8.11 | 4.49 | 10.05 | 8.22 | 6.10 | 7.63 | 5.91 | 3.38 | 4.11 |
| Draw Down(%) | NA | 7.26 | 24.02 | 26.65 | 26.65 | NA | NA | 26.65 | 0.60 | 7.24 | 10.09 | 24.87 | 6.18 | 9.27 | 4.26 | 7.97 | 1.98 | 3.20 | 6.52 | 5.38 | 4.44 | 4.15 | 11.35 | 10.24 | 4.53 | 3.20 | 7.58 | 9.56 | 4.51 | 7.74 | 3.48 | 1.91 | 3.10 |
| Yield(%) | NA | 4.07 | 4.51 | 4.12 | 3.13 | NA | NA | 3.49 | NA | 0.66 | 3.92 | 3.22 | 5.75 | 3.61 | 3.99 | 2.67 | 0.28 | 2.38 | 1.52 | 3.51 | 3.52 | 3.19 | 2.09 | 2.57 | 3.51 | 3.90 | 5.67 | 5.94 | 4.49 | 2.51 | 3.23 | 3.41 | 4.79 |
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 |
|---|---|---|---|---|
| LANDMARK RETIREMENT PLUS PLAN Tactical Asset Allocation Moderate |
-1.73%
Apr 2021 - Apr 2024 |
0.06%
Sep 2017 - Sep 2022 |
2.47%
Oct 2013 - Oct 2023 |
3.20%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LANDMARK RETIREMENT PLUS PLAN Tactical Asset Allocation Moderate |
12.61%
Apr 2003 - Apr 2006 |
11.25%
Oct 2002 - Oct 2007 |
8.37%
Apr 2001 - Apr 2011 |
7.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart