Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN Tactical Asset Allocation Moderate | NA | -8.56% | 0.86% | 2.35% | 1.42% | 3.04% | 3.42% | 3.61% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| 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 (%) | -0.65 | -8.56 | 0.86 | 2.35 | 1.42 | 3.04 | 3.42 | 3.61 | 0.13 | 5.00 | -18.45 | 15.95 | 21.48 | 6.29 | -2.49 | -0.61 | 6.37 | -7.31 | 1.19 | 15.22 | 3.07 | 2.89 | 5.76 | 8.59 | 1.61 | 5.39 | 7.60 | -2.71 | 7.72 | 12.09 | 1.38 | 1.58 |
| Sharpe Ratio | NA | 0.10 | -0.29 | 0.35 | 0.17 | NA | NA | 0.39 | -0.02 | 0.08 | -1.73 | 1.23 | 2.16 | 1.23 | -0.75 | -0.34 | 1.31 | -1.65 | 0.24 | 2.26 | 0.54 | 0.27 | 0.55 | 1.09 | 0.10 | 0.27 | 0.76 | -0.78 | 0.93 | 1.94 | 0.09 | -0.60 |
| Standard Deviation(%) | NA | 9.25 | 11.07 | 9.98 | 7.73 | NA | NA | 7.39 | 9.08 | 8.93 | 11.46 | 12.94 | 9.83 | 3.98 | 5.04 | 3.61 | 4.71 | 4.45 | 4.89 | 6.72 | 5.59 | 10.70 | 10.31 | 7.81 | 7.18 | 8.83 | 5.68 | 6.29 | 7.32 | 5.87 | 3.11 | 1.21 |
| Draw Down(%) | NA | 8.64 | 25.60 | 25.60 | 25.60 | NA | NA | 25.60 | 2.44 | 8.64 | 19.63 | 5.80 | 9.95 | 2.49 | 7.96 | 2.60 | 3.16 | 7.94 | 3.85 | 5.07 | 4.30 | 10.53 | 11.45 | 4.31 | 5.40 | 6.35 | 4.36 | 7.86 | 6.35 | 3.21 | 2.68 | 2.07 |
| Yield(%) | NA | 2.35 | 2.52 | 2.21 | 1.43 | NA | NA | 2.15 | 0.01 | 2.58 | 1.92 | 3.14 | 1.13 | 2.49 | 1.47 | 0.31 | 0.25 | 0.02 | 1.05 | 2.27 | 3.96 | 2.94 | 2.08 | 1.90 | 4.94 | 2.80 | 3.60 | 2.40 | 2.68 | 2.09 | 0.95 | 2.46 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN Tactical Asset Allocation Moderate |
-1.33%
Aug 2014 - Aug 2017 |
-0.67%
Dec 2013 - Dec 2018 |
1.42%
Oct 2013 - Oct 2023 |
2.83%
Mar 2008 - Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARINC COMPANIES MANAGEMENT SERVICES LLC 401 K PLAN Tactical Asset Allocation Moderate |
14.40%
Dec 2018 - Dec 2021 |
8.04%
May 2016 - May 2021 |
5.73%
Apr 2003 - Apr 2013 |
5.43%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart