Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 21.60% | 4.17% | 9.36% | 7.60% | 8.51% | 8.55% | 8.28% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLAN ADMINISTRATORS INC. 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 (%) | -0.96 | 21.60 | 4.17 | 9.36 | 7.60 | 8.51 | 8.55 | 8.28 | NA | 7.67 | 13.42 | -9.09 | 8.52 | 21.64 | 14.91 | -2.54 | 14.08 | 7.07 | 0.34 | 7.43 | 18.25 | 12.00 | 1.20 | 10.30 | 14.47 | -0.39 | 9.23 | 12.36 | 6.51 | 9.56 | 14.77 | -1.04 | 2.31 |
| Sharpe Ratio | NA | 0.21 | 0.01 | 0.44 | 0.56 | NA | NA | 0.77 | 0.07 | 0.10 | 1.25 | -0.88 | 0.87 | 1.18 | 2.10 | -0.40 | 3.09 | 0.91 | 0.04 | 1.01 | 2.72 | 1.78 | 0.09 | 1.04 | 1.98 | -0.44 | 0.66 | 1.36 | 0.76 | 1.16 | 2.00 | -0.58 | 0.01 |
| Standard Deviation(%) | NA | 10.65 | 10.19 | 12.13 | 10.07 | NA | NA | 8.55 | 5.58 | 10.74 | 7.35 | 11.93 | 9.79 | 18.08 | 6.42 | 9.66 | 4.34 | 7.52 | 8.37 | 7.35 | 6.69 | 6.70 | 12.47 | 9.80 | 7.26 | 2.97 | 9.39 | 6.67 | 5.73 | 7.43 | 7.06 | 3.71 | 0.05 |
| Draw Down(%) | NA | 7.46 | 14.20 | 19.66 | 19.66 | NA | NA | 19.66 | 0.45 | 7.46 | 5.84 | 14.96 | 6.44 | 19.66 | 3.18 | 10.73 | 1.64 | 5.93 | 8.24 | 4.92 | 5.43 | 5.04 | 11.79 | 7.69 | 3.61 | 4.22 | 6.76 | 7.92 | 4.31 | 6.90 | 6.44 | 3.70 | 0.00 |
| Yield(%) | NA | 5.37 | 4.30 | 4.59 | 4.44 | NA | NA | 0.00 | NA | 1.04 | 5.44 | 2.63 | 6.07 | 4.40 | 5.24 | 3.45 | 5.72 | 3.05 | 4.20 | 6.23 | 3.69 | 2.17 | 1.60 | 1.59 | 2.50 | 2.81 | 6.93 | 4.56 | 3.61 | 2.22 | 2.91 | 0.59 | 2.31 |
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 |
|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Tactical Asset Allocation Moderate |
3.54%
Dec 2021 - Dec 2024 |
4.23%
Mar 2015 - Mar 2020 |
6.47%
Oct 2013 - Oct 2023 |
7.05%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLAN ADMINISTRATORS INC. 401K PLAN Tactical Asset Allocation Moderate |
14.90%
Dec 2018 - Dec 2021 |
12.15%
Feb 2009 - Feb 2014 |
10.23%
Sep 2011 - Sep 2021 |
9.40%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart