Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN - PLAN 676416 Strategic Asset Allocation - Equal Weight Moderate | NA | 18.46% | 2.93% | 6.79% | 4.99% | 5.90% | 6.51% | 6.72% |
Data as of 09/30/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN - PLAN 676416 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/19/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | 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 (%) | 1.14 | 18.46 | 2.93 | 6.79 | 4.99 | 5.90 | 6.51 | 6.72 | 0.65 | 9.09 | -12.10 | 4.81 | 17.97 | 18.82 | -6.38 | 10.79 | 4.23 | -3.19 | 2.28 | 10.61 | 11.40 | -1.73 | 12.14 | 32.81 | -24.14 | 14.12 | 11.46 | 12.30 | 12.81 | 31.12 | -4.63 | -2.92 |
| Sharpe Ratio | NA | -0.54 | -0.44 | 0.10 | 0.02 | NA | NA | 0.05 | -0.59 | 0.64 | -1.03 | 0.48 | 1.06 | 2.34 | -0.02 | 1.86 | 0.46 | -0.38 | 0.28 | 1.69 | 2.12 | -0.18 | 1.49 | 2.75 | -1.51 | 1.56 | 1.38 | 1.97 | 1.84 | 4.82 | -0.56 | -0.46 |
| Standard Deviation(%) | NA | 9.88 | 10.43 | 11.87 | 135.67 | NA | NA | 87.93 | 9.94 | 7.52 | 13.10 | 9.88 | 16.77 | 7.45 | 428.53 | 5.47 | 8.85 | 8.53 | 7.96 | 6.26 | 5.35 | 10.04 | 8.07 | 11.90 | 16.58 | 7.12 | 5.94 | 5.13 | 6.44 | 6.31 | 10.29 | 11.29 |
| Draw Down(%) | NA | 9.64 | 18.72 | 24.22 | 95.79 | NA | NA | 95.79 | 9.64 | 8.89 | 18.72 | 7.26 | 24.22 | 4.02 | 95.60 | 3.65 | 8.68 | 10.34 | 6.58 | 6.59 | 4.98 | 11.37 | 6.74 | 12.97 | 32.92 | 5.19 | 8.47 | 3.84 | 7.29 | 6.68 | 16.52 | 16.83 |
| Yield(%) | NA | 4.56 | 4.09 | 4.81 | 3.93 | NA | NA | 3.94 | 0.67 | 4.72 | 1.62 | 5.43 | 7.49 | 4.09 | 3.91 | 0.26 | 0.86 | 7.01 | 3.29 | 2.53 | 3.96 | 4.29 | 4.06 | 4.12 | 7.55 | 6.66 | 5.12 | 4.74 | 3.07 | 3.22 | 0.84 | 1.04 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| ADVANCED CALL CENTER TECHNOLOG 401K PROFIT SHARING PLAN - PLAN 676416 Strategic Asset Allocation - Equal Weight Moderate |
-4.56%
Feb 2006 - Feb 2009 |
1.15%
Mar 2015 - Mar 2020 |
3.51%
Oct 2013 - Oct 2023 |
3.92%
Oct 2007 - Oct 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 Strategic Asset Allocation - Equal Weight Moderate |
20.91%
Mar 2003 - Mar 2006 |
17.46%
Oct 2002 - Oct 2007 |
10.69%
Mar 2003 - Mar 2013 |
8.70%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart