Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MIRATEK CORP 401K PLAN Tactical Asset Allocation Moderate | NA | 24.82% | -0.77% | 4.78% | 5.31% | 7.40% | 8.23% | 8.15% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MIRATEK CORP 401K 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 (%) | -0.97 | 24.82 | -0.77 | 4.78 | 5.31 | 7.40 | 8.23 | 8.15 | NA | 8.82 | 14.47 | -24.12 | 10.24 | 11.72 | 17.67 | -3.36 | 15.26 | 5.52 | -0.32 | 7.23 | 18.44 | 14.28 | 2.87 | 12.89 | 17.79 | 4.67 | 10.16 | 12.00 | 6.91 | 13.91 | 14.91 | -1.20 | 2.90 |
| Sharpe Ratio | NA | 0.39 | -0.33 | 0.05 | 0.29 | NA | NA | 0.68 | 0.11 | 0.19 | 1.22 | -1.52 | 0.88 | 0.58 | 2.22 | -0.45 | 3.43 | 0.62 | -0.04 | 0.90 | 2.64 | 1.86 | 0.21 | 1.42 | 2.00 | 0.78 | 0.92 | 1.30 | 0.90 | 1.88 | 2.25 | -0.43 | 0.11 |
| Standard Deviation(%) | NA | 11.59 | 12.71 | 14.27 | 11.61 | NA | NA | 9.48 | 11.80 | 11.60 | 8.40 | 16.72 | 11.66 | 19.80 | 7.33 | 10.43 | 4.26 | 8.60 | 8.80 | 7.99 | 6.98 | 7.66 | 13.25 | 9.02 | 8.83 | 4.82 | 7.79 | 6.71 | 5.26 | 6.88 | 6.31 | 5.42 | 5.35 |
| Draw Down(%) | NA | 8.43 | 25.98 | 29.83 | 29.83 | NA | NA | 29.83 | 0.88 | 8.43 | 8.29 | 28.35 | 7.71 | 25.89 | 4.38 | 13.89 | 1.34 | 7.03 | 9.09 | 5.45 | 5.41 | 5.31 | 12.05 | 8.76 | 4.42 | 2.85 | 5.77 | 8.66 | 4.75 | 6.16 | 4.69 | 4.78 | 6.14 |
| Yield(%) | NA | 5.00 | 4.64 | 6.24 | 6.21 | NA | NA | 0.00 | NA | 1.01 | 4.98 | 3.63 | 6.06 | 6.94 | 10.20 | 6.77 | 8.11 | 4.33 | 6.87 | 7.16 | 4.64 | 3.13 | 2.90 | 3.15 | 3.49 | 4.37 | 9.74 | 7.95 | 5.19 | 4.95 | 3.34 | 4.29 | 4.50 |
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 |
|---|---|---|---|---|
| MIRATEK CORP 401K PLAN Tactical Asset Allocation Moderate |
-2.23%
Dec 2019 - Dec 2022 |
0.76%
Sep 2018 - Sep 2023 |
3.89%
Oct 2013 - Oct 2023 |
6.47%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MIRATEK CORP 401K PLAN Tactical Asset Allocation Moderate |
14.75%
Sep 2011 - Sep 2014 |
14.36%
Jun 2009 - Jun 2014 |
11.84%
Apr 2003 - Apr 2013 |
10.64%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart