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 Strategic Asset Allocation - Optimal Moderate | NA | 24.62% | 2.13% | 7.44% | 6.60% | 7.72% | 6.71% | 6.77% |
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 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 (%) | -0.82 | 24.62 | 2.13 | 7.44 | 6.60 | 7.72 | 6.71 | 6.77 | NA | 7.16 | 13.34 | -15.30 | 7.55 | 18.79 | 19.21 | -5.37 | 12.22 | 7.24 | 1.44 | 1.97 | 18.29 | 12.72 | -1.61 | 15.20 | 23.74 | -23.65 | 7.52 | 9.51 | 7.07 | 11.95 | 22.79 | -7.40 | 2.47 |
| Sharpe Ratio | NA | 0.49 | -0.14 | 0.27 | 0.26 | NA | NA | 0.34 | 0.17 | 0.07 | 1.04 | -1.06 | 0.73 | 0.96 | 2.17 | -0.14 | 2.22 | 0.82 | 0.16 | 0.27 | 2.45 | 1.60 | -0.10 | 1.18 | 1.25 | -1.06 | 0.47 | 0.80 | 0.77 | 1.47 | 2.54 | -0.73 | 0.02 |
| Standard Deviation(%) | NA | 8.99 | 11.65 | 13.30 | 18.63 | NA | NA | 15.14 | 18.21 | 8.67 | 8.77 | 15.76 | 10.25 | 19.26 | 8.22 | 48.47 | 5.22 | 8.59 | 8.81 | 7.19 | 7.45 | 7.90 | 15.60 | 12.85 | 18.97 | 23.14 | 9.60 | 7.76 | 6.33 | 7.47 | 8.72 | 11.71 | 9.64 |
| Draw Down(%) | NA | 5.76 | 21.31 | 22.76 | 36.91 | NA | NA | 38.71 | 0.56 | 5.76 | 8.02 | 22.04 | 5.66 | 22.58 | 4.69 | 35.82 | 1.96 | 7.56 | 7.94 | 5.07 | 5.06 | 6.35 | 15.80 | 9.76 | 19.29 | 34.26 | 6.59 | 8.76 | 4.12 | 7.01 | 7.34 | 19.80 | 12.74 |
| Yield(%) | NA | 4.60 | 4.52 | 4.10 | 3.25 | NA | NA | 3.49 | NA | 0.78 | 4.38 | 3.26 | 5.06 | 3.22 | 3.86 | 2.23 | 0.39 | 2.09 | 3.66 | 3.57 | 4.36 | 2.64 | 2.10 | 1.92 | 2.47 | 3.92 | 8.33 | 5.22 | 3.62 | 2.41 | 2.53 | 3.56 | 4.71 |
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 Strategic Asset Allocation - Optimal Moderate |
-8.56%
Feb 2006 - Feb 2009 |
-1.91%
Feb 2004 - Feb 2009 |
4.75%
Oct 2013 - Oct 2023 |
4.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LANDMARK RETIREMENT PLUS PLAN Strategic Asset Allocation - Optimal Moderate |
19.72%
Feb 2009 - Feb 2012 |
16.70%
Feb 2009 - Feb 2014 |
10.74%
Feb 2009 - Feb 2019 |
9.34%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart