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 - Optimal Moderate | NA | 11.87% | -3.68% | 3.31% | 2.84% | 7.11% | 5.17% | 6.92% |
Data as of 02/29/2024, 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 - Optimal Moderate | 12/31/2000 | 05/29/2024 |
| 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 (%) | 0.47 | 11.87 | -3.68 | 3.31 | 2.84 | 7.11 | 5.17 | 6.92 | -539,407.36 | 9.65 | -17.80 | 1.88 | 15.09 | 13.69 | -7.16 | 6.99 | 2.96 | -1.34 | 3.36 | 13.00 | 12.16 | -5.86 | 13.23 | 29.33 | -29.55 | 18.35 | 14.50 | 13.81 | 16.75 | 55.93 | 1.11 | 2.31 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | NA | NA | 0.63 | -1.32 | 0.18 | 0.91 | 1.41 | -0.83 | 1.10 | 0.31 | -0.16 | 0.45 | 1.71 | 1.56 | -0.38 | 1.21 | 1.79 | -1.37 | 1.48 | 1.41 | 1.78 | 1.72 | 6.27 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | NA | NA | 8.56 | 14.54 | 10.31 | 16.32 | 8.70 | 10.20 | 5.78 | 8.88 | 8.64 | 7.46 | 7.59 | 7.77 | 15.53 | 10.86 | 16.36 | 22.20 | 10.34 | 7.98 | 6.54 | 9.18 | 8.81 | 0.01 | 0.05 |
| Draw Down(%) | NA | 496,607.95 | 467,808.25 | 467,756.28 | 467,756.28 | NA | NA | 467,756.28 | 496,607.95 | 9.24 | 24.28 | 7.05 | 25.99 | 4.86 | 14.35 | 4.88 | 9.69 | 9.49 | 7.08 | 7.59 | 7.28 | 18.21 | 8.47 | 17.40 | 39.28 | 8.12 | 10.75 | 5.15 | 8.48 | 3.93 | 0.00 | 0.00 |
| Yield(%) | NA | 6.21 | 6.48 | 6.00 | 5.07 | NA | NA | 4.13 | 0.65 | 6.42 | 4.69 | 7.30 | 7.85 | 2.12 | 5.58 | 0.31 | 1.21 | 7.46 | 6.34 | 3.06 | 2.37 | 3.06 | 1.54 | 2.43 | 6.01 | 6.44 | 4.23 | 4.58 | 3.47 | 4.45 | 1.11 | 2.31 |
Data as of 02/29/2024, 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 - Optimal Moderate |
-6.50%
Feb 2006 - Feb 2009 |
-1.49%
Mar 2015 - Mar 2020 |
1.44%
Oct 2013 - Oct 2023 |
1.81%
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 - Optimal Moderate |
29.77%
Feb 2003 - Feb 2006 |
23.60%
Oct 2002 - Oct 2007 |
12.27%
Apr 2001 - Apr 2011 |
9.73%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart