Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 21.52% | 2.78% | 6.60% | 5.39% | 6.78% | 6.61% | 7.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.94 | 21.52 | 2.78 | 6.60 | 5.39 | 6.78 | 6.61 | 7.14 | NA | 6.41 | 12.57 | -12.05 | 8.73 | 13.62 | 17.83 | -5.50 | 11.38 | 6.46 | -4.39 | 7.31 | 10.62 | 11.77 | -0.24 | 13.33 | 26.64 | -23.18 | 8.55 | 16.05 | 8.83 | 13.87 | 23.16 | -1.69 | 5.12 |
| Sharpe Ratio | NA | 0.09 | -0.20 | 0.25 | 0.34 | NA | NA | 0.51 | 0.00 | -0.02 | 0.99 | -1.10 | 1.02 | 0.72 | 2.66 | -0.78 | 2.32 | 0.75 | -0.48 | 1.15 | 1.60 | 1.78 | -0.02 | 1.20 | 1.37 | -1.03 | 0.54 | 1.92 | 1.08 | 1.93 | 3.56 | -0.34 | 0.36 |
| Standard Deviation(%) | NA | 7.32 | 9.57 | 11.75 | 9.89 | NA | NA | 10.69 | 6.39 | 7.39 | 8.43 | 12.22 | 8.51 | 18.49 | 6.17 | 8.69 | 4.64 | 8.30 | 9.26 | 6.34 | 6.61 | 6.57 | 13.63 | 11.04 | 19.38 | 23.39 | 10.22 | 6.67 | 6.18 | 6.71 | 6.31 | 8.18 | 7.83 |
| Draw Down(%) | NA | 5.12 | 16.86 | 22.94 | 22.94 | NA | NA | 37.54 | 0.49 | 5.01 | 8.06 | 17.21 | 5.50 | 22.94 | 3.06 | 10.85 | 2.09 | 6.63 | 11.60 | 5.07 | 6.24 | 5.17 | 13.91 | 7.75 | 17.34 | 36.03 | 6.70 | 7.23 | 4.20 | 8.27 | 4.91 | 13.88 | 9.26 |
| Yield(%) | NA | 3.86 | 4.54 | 4.19 | 3.34 | NA | NA | 3.73 | NA | 0.86 | 3.83 | 3.83 | 5.18 | 3.06 | 4.44 | 3.07 | 0.36 | 3.20 | 3.11 | 2.78 | 3.70 | 3.12 | 2.96 | 2.66 | 3.38 | 4.37 | 5.90 | 4.92 | 4.69 | 3.51 | 3.64 | 3.81 | 5.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.68%
Feb 2006 - Feb 2009 |
0.27%
Feb 2004 - Feb 2009 |
4.11%
Oct 2013 - Oct 2023 |
4.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.88%
Feb 2009 - Feb 2012 |
15.45%
Oct 2002 - Oct 2007 |
9.56%
Mar 2003 - Mar 2013 |
8.46%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart