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 Strategic Asset Allocation - Equal Weight Moderate | NA | 23.34% | 2.29% | 7.96% | 6.63% | 6.97% | 6.18% | 5.56% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.84 | 23.34 | 2.29 | 7.96 | 6.63 | 6.97 | 6.18 | 5.56 | NA | 9.55 | 13.71 | -14.52 | 6.03 | 23.06 | 14.19 | -4.99 | 18.02 | 3.23 | 1.08 | 0.74 | 16.99 | 10.82 | -4.02 | 9.86 | 25.19 | -28.62 | 9.53 | 13.25 | 7.76 | 10.18 | 19.76 | -10.67 | -6.00 |
| Sharpe Ratio | NA | 0.44 | -0.09 | 0.32 | 0.43 | NA | NA | 0.34 | 0.08 | 0.30 | 1.05 | -1.03 | 0.53 | 1.20 | 1.52 | -0.59 | 3.53 | 0.34 | 0.11 | 0.09 | 2.23 | 1.20 | -0.26 | 0.78 | 1.50 | -1.28 | 0.59 | 1.27 | 0.98 | 1.48 | 2.39 | -1.00 | -0.79 |
| Standard Deviation(%) | NA | 9.98 | 11.84 | 13.48 | 11.37 | NA | NA | 11.69 | 8.64 | 10.03 | 9.04 | 15.43 | 11.29 | 18.96 | 8.43 | 10.64 | 4.93 | 9.03 | 9.84 | 7.76 | 7.60 | 8.93 | 15.47 | 12.55 | 16.76 | 23.13 | 11.01 | 7.88 | 5.72 | 6.25 | 7.98 | 11.80 | 10.55 |
| Draw Down(%) | NA | 5.84 | 19.56 | 22.65 | 22.65 | NA | NA | 38.96 | 0.59 | 5.84 | 8.47 | 20.47 | 6.89 | 19.88 | 5.00 | 13.19 | 1.56 | 8.62 | 9.98 | 6.17 | 5.30 | 7.96 | 15.14 | 10.20 | 14.09 | 36.82 | 7.76 | 9.33 | 3.78 | 5.24 | 8.34 | 18.10 | 17.99 |
| Yield(%) | NA | 3.12 | 4.65 | 3.37 | 2.57 | NA | NA | 2.72 | NA | 0.69 | 3.34 | 3.43 | 6.09 | 1.81 | 1.45 | 2.31 | 0.41 | 1.24 | 3.64 | 2.05 | 2.98 | 1.36 | 1.05 | 0.93 | 1.25 | 3.31 | 7.38 | 8.94 | 2.99 | 1.57 | 1.23 | 1.30 | 1.92 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-7.86%
Feb 2006 - Feb 2009 |
-1.38%
Feb 2004 - Feb 2009 |
3.47%
Dec 2006 - Dec 2016 |
3.70%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.62%
Feb 2009 - Feb 2012 |
13.46%
Feb 2009 - Feb 2014 |
9.06%
Feb 2009 - Feb 2019 |
8.37%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart