Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PUBLICIS BENEFITS CONNECTION 401K PLAN Tactical Asset Allocation Moderate | NA | 16.99% | 1.03% | 7.07% | 4.86% | 6.09% | 7.55% | 8.42% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PUBLICIS BENEFITS CONNECTION 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.47 | 16.99 | 1.03 | 7.07 | 4.86 | 6.09 | 7.55 | 8.42 | NA | 4.02 | 6.44 | -12.93 | 18.56 | 17.28 | 6.92 | -5.49 | 14.56 | 3.32 | -4.53 | 0.94 | 13.57 | 9.49 | 1.97 | 14.00 | 30.43 | -2.96 | 7.91 | 20.12 | 5.92 | 13.69 | 21.17 | 8.39 | 6.56 |
| Sharpe Ratio | NA | -0.10 | -0.50 | 0.38 | 0.33 | NA | NA | 0.82 | 0.07 | -0.27 | 0.31 | -1.39 | 1.74 | 1.80 | 1.03 | -0.88 | 2.45 | 0.52 | -0.70 | 0.15 | 1.95 | 1.70 | 0.18 | 1.02 | 2.75 | -0.68 | 0.50 | 2.10 | 0.54 | 1.60 | 4.12 | 1.66 | 0.93 |
| Standard Deviation(%) | NA | 9.41 | 9.06 | 9.52 | 8.08 | NA | NA | 8.07 | 9.31 | 9.47 | 7.18 | 10.31 | 10.68 | 9.46 | 5.36 | 7.69 | 5.69 | 6.00 | 6.54 | 6.21 | 6.95 | 5.55 | 10.74 | 13.63 | 11.05 | 5.70 | 9.74 | 8.03 | 6.97 | 7.98 | 4.97 | 4.38 | 4.55 |
| Draw Down(%) | NA | 7.02 | 16.67 | 17.59 | 17.59 | NA | NA | 17.59 | 0.72 | 7.02 | 5.85 | 13.38 | 4.65 | 8.92 | 2.72 | 11.70 | 3.26 | 6.44 | 8.57 | 6.42 | 6.03 | 4.66 | 10.81 | 9.42 | 5.46 | 8.70 | 6.58 | 6.44 | 4.34 | 9.68 | 1.93 | 4.55 | 3.09 |
| Yield(%) | NA | 3.99 | 3.86 | 3.94 | 3.21 | NA | NA | 4.27 | NA | 0.80 | 3.58 | 2.15 | 5.17 | 5.18 | 3.32 | 2.14 | 0.32 | 4.73 | 2.45 | 2.72 | 4.58 | 4.46 | 2.47 | 4.31 | 5.79 | 4.03 | 3.62 | 6.82 | 4.50 | 4.92 | 4.58 | 6.80 | 8.70 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLICIS BENEFITS CONNECTION 401K PLAN Tactical Asset Allocation Moderate |
-1.21%
Dec 2021 - Dec 2024 |
1.32%
Feb 2014 - Feb 2019 |
3.53%
Oct 2013 - Oct 2023 |
5.50%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PUBLICIS BENEFITS CONNECTION 401K PLAN Tactical Asset Allocation Moderate |
16.41%
Feb 2009 - Feb 2012 |
14.80%
Oct 2002 - Oct 2007 |
12.75%
Apr 2001 - Apr 2011 |
9.84%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart