Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Tactical Asset Allocation Moderate | NA | 23.79% | 4.64% | 9.37% | 8.08% | 9.08% | 9.57% | 9.69% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -1.21 | 23.79 | 4.64 | 9.37 | 8.08 | 9.08 | 9.57 | 9.69 | NA | 14.09 | 16.28 | -11.68 | 9.22 | 19.88 | 19.26 | -1.38 | 10.46 | 6.99 | 1.97 | 7.07 | 18.96 | 11.27 | 3.40 | 13.48 | 14.21 | 6.53 | 8.91 | 14.01 | 9.11 | 10.89 | 21.92 | 2.94 | 2.91 |
| Sharpe Ratio | NA | 0.84 | 0.16 | 0.47 | 0.57 | NA | NA | 0.83 | 0.06 | 0.68 | 1.28 | -0.90 | 0.86 | 1.00 | 2.08 | -0.24 | 1.94 | 0.77 | 0.21 | 0.90 | 2.58 | 1.43 | 0.22 | 1.19 | 1.62 | 0.86 | 0.56 | 1.41 | 1.10 | 1.47 | 3.05 | 0.39 | 0.10 |
| Standard Deviation(%) | NA | 10.94 | 11.83 | 13.60 | 11.41 | NA | NA | 9.83 | 12.28 | 11.03 | 9.37 | 14.44 | 10.75 | 19.71 | 8.60 | 11.01 | 5.06 | 8.76 | 9.12 | 7.86 | 7.34 | 7.84 | 15.21 | 11.29 | 8.74 | 6.52 | 10.51 | 7.64 | 6.31 | 6.79 | 6.96 | 4.71 | 6.13 |
| Draw Down(%) | NA | 6.19 | 15.83 | 19.73 | 19.73 | NA | NA | 19.73 | 1.01 | 6.19 | 7.03 | 16.30 | 7.42 | 19.73 | 4.18 | 12.52 | 2.21 | 6.88 | 7.41 | 4.94 | 3.47 | 6.24 | 12.84 | 7.44 | 4.50 | 3.60 | 7.30 | 8.17 | 3.90 | 6.59 | 3.42 | 3.78 | 5.99 |
| Yield(%) | NA | 2.02 | 3.50 | 3.78 | 4.14 | NA | NA | 0.00 | NA | 1.03 | 1.95 | 3.40 | 4.55 | 4.74 | 7.73 | 3.71 | 2.58 | 6.00 | 4.01 | 4.07 | 4.67 | 3.67 | 2.57 | 2.84 | 4.11 | 5.07 | 6.97 | 6.63 | 4.71 | 2.75 | 3.95 | 5.78 | 5.44 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Tactical Asset Allocation Moderate |
2.94%
Apr 2021 - Apr 2024 |
4.71%
Mar 2015 - Mar 2020 |
6.68%
Oct 2013 - Oct 2023 |
7.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aaa Mid Atlantic 401(K) And Defined Contribution Retirement Plan Tactical Asset Allocation Moderate |
16.02%
Dec 2018 - Dec 2021 |
12.87%
Dec 2002 - Dec 2007 |
11.63%
Apr 2003 - Apr 2013 |
10.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart