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 |
|---|---|---|---|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Tactical Asset Allocation Moderate | NA | 28.08% | 1.15% | 8.45% | 5.50% | 5.87% | 6.54% | 6.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALL STAR DIRECTORIES 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 (%) | -1.56 | 28.08 | 1.15 | 8.45 | 5.50 | 5.87 | 6.54 | 6.88 | NA | 14.93 | 6.94 | -17.05 | 16.44 | 18.63 | 10.10 | -6.36 | 13.96 | 6.05 | -4.85 | 4.43 | 15.04 | 9.23 | -4.95 | 7.04 | 11.78 | -4.28 | 6.99 | 14.74 | 11.59 | 13.46 | 21.43 | -0.82 | 2.31 |
| Sharpe Ratio | NA | 0.88 | -0.26 | 0.40 | 0.34 | NA | NA | 0.56 | 0.05 | 0.74 | 0.31 | -1.57 | 1.34 | 1.41 | 1.07 | -0.41 | 2.49 | 0.80 | -0.63 | 0.51 | 2.09 | 1.25 | -0.40 | 0.59 | 1.25 | -1.74 | 0.38 | 1.30 | 1.42 | 1.50 | 2.87 | -0.43 | 0.01 |
| Standard Deviation(%) | NA | 11.28 | 10.69 | 11.54 | 11.08 | NA | NA | 9.51 | 11.28 | 11.33 | 8.68 | 11.75 | 12.26 | 13.06 | 8.10 | 18.87 | 5.36 | 7.32 | 7.76 | 8.66 | 7.20 | 7.33 | 12.32 | 11.71 | 9.38 | 3.00 | 10.50 | 8.83 | 6.65 | 8.34 | 7.22 | 4.51 | 0.05 |
| Draw Down(%) | NA | 7.62 | 21.45 | 22.23 | 22.23 | NA | NA | 22.23 | 0.90 | 7.62 | 9.49 | 18.06 | 5.27 | 10.36 | 5.68 | 14.56 | 1.90 | 4.85 | 9.15 | 7.33 | 4.64 | 6.01 | 13.07 | 10.90 | 4.91 | 4.57 | 7.91 | 11.11 | 4.72 | 6.78 | 3.03 | 5.63 | 0.00 |
| Yield(%) | NA | 3.12 | 2.80 | 2.36 | 1.78 | NA | NA | 1.66 | NA | 0.68 | 3.28 | 1.57 | 3.00 | 1.44 | 2.32 | 1.47 | 0.50 | 1.52 | 0.66 | 1.30 | 1.21 | 0.81 | 0.78 | 1.26 | 1.21 | 0.80 | 2.62 | 2.60 | 2.26 | 1.84 | 1.78 | 0.92 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Tactical Asset Allocation Moderate |
-1.03%
Apr 2021 - Apr 2024 |
1.46%
Aug 2014 - Aug 2019 |
3.46%
Oct 2013 - Oct 2023 |
4.36%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALL STAR DIRECTORIES 401K PLAN Tactical Asset Allocation Moderate |
19.02%
Apr 2003 - Apr 2006 |
14.39%
Oct 2002 - Oct 2007 |
8.99%
Apr 2003 - Apr 2013 |
8.19%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart