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 |
|---|---|---|---|---|---|---|---|---|
| ALPHASTAFF RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 14.09% | -0.68% | 3.20% | 2.63% | 3.62% | 3.44% | 3.20% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALPHASTAFF RETIREMENT SAVINGS 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 (%) | -0.78 | 14.09 | -0.68 | 3.20 | 2.63 | 3.62 | 3.44 | 3.20 | NA | 9.59 | 3.13 | -14.20 | 10.65 | 5.76 | 3.66 | -3.98 | 13.35 | 2.08 | -1.25 | 1.70 | 14.47 | 4.06 | -0.98 | 5.19 | 11.42 | -15.25 | 5.66 | 11.51 | 3.14 | 5.26 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.52 | -0.70 | 0.00 | 0.16 | NA | NA | 0.29 | -0.14 | 0.44 | -0.16 | -2.28 | 1.41 | 0.61 | 0.57 | -0.72 | 3.44 | 0.50 | -0.26 | 0.29 | 2.32 | 0.74 | -0.14 | 0.56 | 1.57 | -1.81 | 0.33 | 1.26 | 0.20 | 2.34 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 6.67 | 6.88 | 7.49 | 6.34 | NA | NA | 6.15 | 0.70 | 6.75 | 7.01 | 6.85 | 7.56 | 8.99 | 3.93 | 7.39 | 3.70 | 3.76 | 5.02 | 5.73 | 6.21 | 5.41 | 7.40 | 9.19 | 7.23 | 8.93 | 7.99 | 6.52 | 4.76 | 1.85 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 4.23 | 18.96 | 19.67 | 19.67 | NA | NA | 20.06 | 0.09 | 4.23 | 6.87 | 15.13 | 3.37 | 11.19 | 3.23 | 9.00 | 1.12 | 2.77 | 4.24 | 4.97 | 4.24 | 4.87 | 7.90 | 8.35 | 3.52 | 19.26 | 4.91 | 6.05 | 3.34 | 0.52 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.86 | 5.59 | 3.98 | 3.06 | NA | NA | 0.00 | NA | 1.75 | 3.02 | 3.09 | 9.37 | 1.56 | 2.30 | 3.38 | 1.63 | 1.63 | 2.25 | 1.25 | 1.32 | 1.49 | 1.31 | 1.69 | 1.43 | 2.03 | 2.37 | 2.35 | 2.04 | 1.69 | 0.69 | 1.11 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPHASTAFF RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.88%
Jun 2007 - Jun 2010 |
-0.86%
Feb 2018 - Feb 2023 |
1.67%
Nov 2013 - Nov 2023 |
1.85%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALPHASTAFF RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
9.25%
Oct 2004 - Oct 2007 |
7.22%
Jun 2009 - Jun 2014 |
4.89%
Dec 2011 - Dec 2021 |
4.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart