Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -8.53% | 4.44% | 1.92% | 4.21% | 4.60% | 7.41% | 7.77% |
Data as of 12/30/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/03/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.02 | -8.53 | 4.44 | 1.92 | 4.21 | 4.60 | 7.41 | 7.77 | 49,705.40 | -8.56 | 5.89 | 17.58 | 0.66 | -3.09 | 13.01 | 10.77 | -5.87 | -0.60 | 16.14 | 7.99 | -7.28 | 6.02 | 27.82 | -4.21 | 14.82 | 17.70 | 8.79 | 13.68 | 26.73 | 8.26 | 6.83 |
| Sharpe Ratio | NA | 77.73 | 2.06 | 0.91 | 0.47 | NA | NA | 0.31 | 32.73 | -1.04 | 0.57 | 1.65 | -0.13 | -0.61 | 2.17 | 1.92 | -1.16 | -0.10 | 2.51 | 1.35 | -0.66 | 0.50 | 2.75 | -0.94 | 0.92 | 1.36 | 1.07 | 1.42 | 3.79 | 1.78 | 0.96 |
| Standard Deviation(%) | NA | 621.26 | 358.05 | 277.39 | 196.19 | NA | NA | 132.03 | 1,518.52 | 9.56 | 10.33 | 10.54 | 5.82 | 7.17 | 5.69 | 5.50 | 5.11 | 6.33 | 6.40 | 5.88 | 11.12 | 11.91 | 10.06 | 5.46 | 12.90 | 10.59 | 6.17 | 8.96 | 6.87 | 4.02 | 4.71 |
| Draw Down(%) | NA | 10.14 | 15.77 | 15.98 | 17.66 | NA | NA | 17.66 | 1.94 | 13.05 | 6.19 | 12.14 | 5.34 | 9.83 | 2.78 | 2.63 | 6.79 | 7.14 | 4.40 | 5.64 | 12.79 | 10.14 | 5.31 | 7.75 | 11.32 | 14.66 | 4.96 | 10.15 | 3.29 | 1.80 | 3.23 |
| Yield(%) | NA | 23.88 | 13.29 | 9.19 | 6.69 | NA | NA | 5.19 | 17.50 | 6.52 | 6.15 | 9.62 | 3.11 | 2.87 | 0.36 | 4.13 | 5.49 | 5.19 | 6.11 | 5.24 | 1.91 | 2.65 | 4.38 | 3.20 | 4.54 | 2.97 | 2.16 | 2.58 | 3.40 | 5.93 | 8.09 |
Data as of 12/30/2022, 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 |
|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.51%
Mar 2017 - Mar 2020 |
1.22%
Apr 2011 - Apr 2016 |
2.42%
Mar 2010 - Mar 2020 |
3.95%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Tactical Asset Allocation Moderate |
20.10%
Oct 2004 - Oct 2007 |
19.16%
Oct 2002 - Oct 2007 |
12.77%
Apr 2001 - Apr 2011 |
9.58%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart