Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MASTERS MATES and PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN Tactical Asset Allocation Moderate | NA | 26.76% | 6.72% | 10.35% | 7.63% | 7.79% | 8.71% | 7.37% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MASTERS MATES and PILOTS INDIVIDUAL RETIREMENT ACCOUNT 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 (%) | -1.01 | 26.76 | 6.72 | 10.35 | 7.63 | 7.79 | 8.71 | 7.37 | NA | 15.38 | 18.38 | -13.60 | 17.16 | 13.26 | 10.08 | -4.94 | 13.70 | 8.55 | 1.40 | 6.35 | 16.29 | 9.93 | 0.91 | 5.47 | 24.08 | -8.01 | 11.87 | 18.68 | 9.69 | 12.01 | 11.29 | -15.91 | -1.52 |
| Sharpe Ratio | NA | 1.00 | 0.23 | 0.47 | 0.48 | NA | NA | 0.53 | 0.04 | 0.90 | 1.44 | -0.97 | 2.03 | 0.55 | 1.09 | -0.58 | 2.38 | 0.86 | 0.14 | 0.77 | 2.31 | 1.22 | 0.06 | 0.44 | 1.78 | -1.03 | 0.64 | 1.57 | 1.16 | 1.37 | 1.26 | -1.69 | -0.62 |
| Standard Deviation(%) | NA | 9.78 | 11.97 | 14.65 | 12.15 | NA | NA | 10.95 | 8.67 | 9.79 | 9.82 | 15.44 | 8.42 | 23.85 | 7.93 | 10.88 | 5.49 | 9.72 | 10.09 | 8.23 | 7.04 | 8.10 | 14.15 | 12.37 | 13.48 | 8.64 | 13.81 | 9.82 | 6.50 | 8.08 | 8.38 | 10.05 | 6.22 |
| Draw Down(%) | NA | 5.99 | 15.31 | 24.67 | 24.67 | NA | NA | 25.26 | 0.68 | 5.99 | 7.36 | 17.00 | 3.48 | 24.67 | 5.71 | 14.14 | 2.48 | 7.35 | 7.46 | 4.80 | 3.48 | 7.65 | 12.04 | 10.23 | 7.12 | 12.24 | 9.37 | 11.50 | 4.50 | 7.20 | 8.78 | 21.08 | 8.64 |
| Yield(%) | NA | 4.14 | 4.20 | 3.89 | 3.49 | NA | NA | 0.00 | NA | 2.28 | 2.89 | 5.18 | 2.65 | 3.04 | 4.47 | 2.56 | 1.03 | 3.73 | 4.66 | 3.16 | 4.43 | 2.19 | 0.98 | 0.48 | 1.44 | 2.09 | 10.99 | 8.66 | 3.33 | 1.55 | 1.69 | 2.23 | 1.77 |
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 |
|---|---|---|---|---|
| MASTERS MATES and PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN Tactical Asset Allocation Moderate |
-1.85%
Jul 2001 - Jul 2004 |
2.17%
Mar 2015 - Mar 2020 |
4.99%
Mar 2010 - Mar 2020 |
5.96%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MASTERS MATES and PILOTS INDIVIDUAL RETIREMENT ACCOUNT PLAN Tactical Asset Allocation Moderate |
17.41%
Oct 2004 - Oct 2007 |
12.78%
Oct 2002 - Oct 2007 |
10.26%
Apr 2003 - Apr 2013 |
9.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart