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 |
|---|---|---|---|---|---|---|---|---|
| AMEC 401 K PLAN Tactical Asset Allocation Moderate | NA | 28.91% | 2.50% | 11.56% | 9.03% | 10.27% | 10.61% | 10.18% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AMEC 401 K 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 (%) | -1.51 | 28.91 | 2.50 | 11.56 | 9.03 | 10.27 | 10.61 | 10.18 | NA | 14.90 | 8.59 | -14.72 | 20.84 | 27.95 | 14.98 | -2.36 | 15.11 | 12.12 | -1.70 | 7.23 | 31.50 | 13.54 | -4.45 | 15.39 | 18.04 | 5.75 | 8.08 | 13.65 | 10.57 | 12.00 | 27.98 | -4.64 | -2.52 |
| Sharpe Ratio | NA | 0.76 | -0.06 | 0.51 | 0.52 | NA | NA | 0.65 | 0.06 | 0.61 | 0.39 | -0.93 | 1.29 | 1.41 | 1.07 | -0.27 | 2.03 | 0.99 | -0.13 | 0.58 | 2.69 | 1.05 | -0.19 | 0.88 | 1.45 | 0.45 | 0.41 | 1.11 | 1.13 | 1.53 | 2.82 | -1.05 | -0.86 |
| Standard Deviation(%) | NA | 13.46 | 14.17 | 15.84 | 14.03 | NA | NA | 13.05 | 12.17 | 13.57 | 10.98 | 17.27 | 16.19 | 19.65 | 12.66 | 13.81 | 7.13 | 12.04 | 13.27 | 12.39 | 11.69 | 12.87 | 24.19 | 17.39 | 12.33 | 10.68 | 12.36 | 9.38 | 7.43 | 7.22 | 9.68 | 5.46 | 5.63 |
| Draw Down(%) | NA | 8.57 | 18.77 | 20.31 | 20.31 | NA | NA | 22.86 | 0.91 | 8.57 | 12.38 | 20.07 | 7.67 | 18.78 | 8.28 | 14.47 | 2.94 | 7.31 | 12.11 | 7.90 | 5.83 | 10.11 | 22.86 | 14.97 | 5.92 | 6.87 | 9.05 | 10.68 | 5.12 | 6.68 | 4.75 | 6.76 | 6.69 |
| Yield(%) | NA | 1.40 | 2.47 | 2.80 | 2.86 | NA | NA | 0.00 | NA | 0.45 | 2.19 | 1.49 | 3.99 | 4.96 | 1.75 | 0.84 | 1.50 | 3.24 | 3.30 | 5.92 | 5.89 | 1.92 | 0.86 | 1.03 | 1.36 | 3.25 | 5.59 | 4.82 | 3.30 | 1.46 | 1.04 | 1.41 | 1.83 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEC 401 K PLAN Tactical Asset Allocation Moderate |
1.15%
Apr 2021 - Apr 2024 |
4.13%
Mar 2015 - Mar 2020 |
7.36%
Oct 2013 - Oct 2023 |
9.32%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AMEC 401 K PLAN Tactical Asset Allocation Moderate |
21.14%
Dec 2018 - Dec 2021 |
16.02%
Nov 2008 - Nov 2013 |
13.43%
Dec 2011 - Dec 2021 |
12.34%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart