Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 18.77% | 1.31% | 4.75% | 4.07% | 5.54% | 5.61% | 6.06% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight 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 (%) | -1.11 | 18.77 | 1.31 | 4.75 | 4.07 | 5.54 | 5.61 | 6.06 | NA | 6.81 | 11.16 | -14.72 | 11.29 | 7.46 | 16.51 | -7.79 | 10.80 | 6.42 | -4.60 | 7.66 | 7.14 | 10.36 | 1.48 | 12.26 | 26.88 | -20.47 | 8.04 | 12.34 | 7.37 | 12.42 | 20.98 | -1.69 | 2.36 |
| Sharpe Ratio | NA | 0.11 | -0.36 | 0.12 | 0.22 | NA | NA | 0.47 | -0.05 | 0.03 | 0.91 | -1.35 | 1.50 | 0.39 | 2.59 | -1.09 | 2.09 | 0.73 | -0.53 | 1.25 | 1.12 | 1.76 | 0.13 | 1.36 | 1.63 | -1.16 | 0.56 | 1.52 | 1.03 | 2.00 | 3.74 | -0.40 | 0.01 |
| Standard Deviation(%) | NA | 6.66 | 9.06 | 11.32 | 9.57 | NA | NA | 9.46 | 5.42 | 6.71 | 7.62 | 11.97 | 7.49 | 18.35 | 5.84 | 8.37 | 4.86 | 8.49 | 8.72 | 6.13 | 6.31 | 5.85 | 11.18 | 8.95 | 16.47 | 18.47 | 9.03 | 5.96 | 5.06 | 5.73 | 5.43 | 7.07 | 6.58 |
| Draw Down(%) | NA | 4.33 | 19.71 | 22.16 | 22.16 | NA | NA | 32.01 | 0.49 | 4.15 | 7.02 | 20.05 | 3.57 | 22.16 | 3.20 | 12.57 | 2.44 | 6.03 | 11.77 | 4.63 | 6.42 | 4.72 | 10.42 | 6.52 | 13.49 | 31.45 | 5.95 | 6.68 | 3.65 | 7.56 | 4.43 | 11.45 | 8.22 |
| Yield(%) | NA | 3.78 | 3.90 | 3.30 | 2.93 | NA | NA | 3.56 | NA | 0.81 | 3.87 | 3.68 | 3.45 | 2.07 | 2.96 | 2.21 | 0.42 | 3.91 | 3.04 | 3.23 | 2.73 | 3.71 | 3.80 | 3.98 | 4.02 | 3.82 | 4.64 | 4.42 | 4.07 | 3.36 | 4.30 | 4.27 | 5.15 |
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 |
|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.10%
Feb 2006 - Feb 2009 |
0.26%
Mar 2015 - Mar 2020 |
2.97%
Oct 2013 - Oct 2023 |
3.55%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation - Equal Weight Moderate |
18.47%
Feb 2009 - Feb 2012 |
13.63%
Feb 2009 - Feb 2014 |
8.87%
Mar 2003 - Mar 2013 |
7.61%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart