Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN – PLAN 676416 Tactical Asset Allocation Moderate | NA | 27.63% | 5.18% | 7.12% | 5.60% | 6.75% | 9.23% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN – PLAN 676416 Tactical Asset Allocation Moderate | 12/31/2000 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.14 | 27.63 | 5.18 | 7.12 | 5.60 | 6.75 | 9.23 | … | … | 8.56 | 14.07 | -11.72 | -0.24 | 13.66 | 16.18 | -9.50 | 13.11 | 8.11 | -1.25 | 2.83 | 14.37 | 13.32 | -0.75 | 12.60 | 32.89 | -6.56 | 21.40 | 15.72 | 18.14 | 15.80 | 29.05 | -5.32 | -5.46 |
| Sharpe Ratio | NA | 0.19 | -0.02 | 0.14 | 0.26 | NA | NA | … | … | 0.16 | 1.02 | -0.95 | -0.02 | 0.78 | 1.80 | -0.87 | 2.01 | 0.93 | -0.13 | 0.33 | 1.66 | 1.49 | -0.05 | 1.10 | 3.13 | -0.70 | 1.48 | 1.23 | 2.41 | 1.66 | 4.38 | -1.32 | -0.69 |
| Standard Deviation(%) | NA | 12.43 | 12.06 | 13.87 | 11.82 | NA | NA | … | … | 12.52 | 9.59 | 13.77 | 15.17 | 17.25 | 8.22 | 12.47 | 6.22 | 8.54 | 9.99 | 8.64 | 8.65 | 8.93 | 15.66 | 11.36 | 10.47 | 10.70 | 12.44 | 10.14 | 6.63 | 8.95 | 6.47 | 4.88 | 11.29 |
| Draw Down(%) | NA | 7.68 | 18.16 | 24.23 | 24.23 | NA | NA | … | … | 7.68 | 9.77 | 17.73 | 9.17 | 24.23 | 5.00 | 17.99 | 2.90 | 7.14 | 11.74 | 7.46 | 5.97 | 6.76 | 15.97 | 10.16 | 4.50 | 15.59 | 9.49 | 15.23 | 5.85 | 10.54 | 6.23 | 10.52 | 14.78 |
| Yield(%) | NA | 7.81 | 9.37 | 7.90 | 7.12 | NA | NA | … | … | 2.17 | 9.81 | 2.89 | 15.35 | 2.84 | 7.24 | 4.60 | 3.56 | 2.84 | 8.55 | 12.29 | 5.15 | 2.91 | 4.99 | 2.63 | 3.93 | 4.10 | 8.26 | 5.73 | 5.62 | 2.72 | 3.66 | 3.06 | 0.44 |
Data as of 09/30/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN – PLAN 676416 Tactical Asset Allocation Mode |
-0.63%
Mar 2017 – Mar 2020 |
0.08%
Sep 2017 – Sep 2022 |
3.32%
Oct 2013 – Oct 2023 |
5.53%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN – PLAN 676416 Tactical Asset Allocation Mode |
24.72%
Apr 2003 – Apr 2006 |
21.29%
Oct 2002 – Oct 2007 |
15.01%
May 2003 – May 2013 |
12.41%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart