Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Tactical Asset Allocation Moderate | NA | 23.00% | 6.21% | 9.26% | 6.16% | 7.07% | 8.06% | 8.78% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Institute For Economic Research 401(K) 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 (%) | -1.35 | 23.00 | 6.21 | 9.26 | 6.16 | 7.07 | 8.06 | 8.78 | NA | 7.95 | 12.69 | -6.44 | 18.66 | 8.67 | 14.06 | -7.13 | 7.59 | 8.19 | -4.01 | -2.45 | 18.20 | 10.66 | 1.62 | 14.83 | 27.00 | -6.79 | 12.98 | 14.43 | 8.42 | 10.59 | 28.85 | 4.22 | 5.12 |
| Sharpe Ratio | NA | 0.28 | 0.09 | 0.42 | 0.37 | NA | NA | 0.67 | 0.04 | 0.14 | 0.90 | -0.62 | 1.84 | 0.42 | 2.03 | -0.88 | 1.22 | 0.93 | -0.39 | -0.28 | 2.01 | 1.33 | 0.10 | 1.17 | 1.86 | -0.69 | 0.89 | 1.24 | 0.74 | 0.95 | 3.49 | 0.58 | 0.75 |
| Standard Deviation(%) | NA | 10.07 | 10.78 | 13.04 | 10.92 | NA | NA | 10.49 | 14.31 | 10.02 | 9.36 | 12.62 | 10.13 | 19.93 | 6.24 | 9.61 | 5.72 | 8.55 | 10.27 | 8.86 | 9.02 | 7.97 | 15.73 | 12.64 | 14.44 | 11.10 | 11.17 | 9.03 | 8.48 | 10.16 | 8.08 | 5.33 | 3.73 |
| Draw Down(%) | NA | 7.87 | 14.01 | 22.08 | 22.08 | NA | NA | 22.08 | 1.21 | 7.87 | 9.18 | 14.92 | 3.78 | 22.08 | 3.84 | 14.03 | 3.76 | 6.17 | 12.35 | 7.78 | 6.30 | 5.88 | 12.52 | 8.82 | 6.36 | 14.18 | 8.28 | 12.76 | 7.03 | 9.69 | 2.50 | 4.45 | 2.28 |
| Yield(%) | NA | 6.13 | 3.85 | 2.78 | 2.92 | NA | NA | 0.00 | NA | 3.30 | 4.03 | 2.49 | 1.96 | 0.91 | 2.20 | 2.15 | 2.11 | 4.91 | 4.66 | 1.42 | 4.16 | 1.48 | 0.65 | 1.10 | 1.48 | 1.21 | 3.03 | 3.95 | 2.05 | 3.64 | 3.60 | 4.22 | 5.02 |
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 |
|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Tactical Asset Allocation Moderate |
0.05%
Mar 2017 - Mar 2020 |
0.20%
Mar 2015 - Mar 2020 |
3.87%
Mar 2010 - Mar 2020 |
5.66%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Institute For Economic Research 401(K) Retirement Plan Tactical Asset Allocation Moderate |
17.24%
Mar 2003 - Mar 2006 |
15.67%
Oct 2002 - Oct 2007 |
12.01%
Apr 2001 - Apr 2011 |
9.79%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart