Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 2.33% | 2.79% | 5.43% | 4.70% | 6.16% | 6.92% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.28 | 2.33 | 2.79 | 5.43 | 4.70 | 6.16 | 6.92 | … | … | 0.37 | 13.75 | -12.46 | 8.01 | 16.05 | 19.44 | -5.04 | 11.00 | 9.40 | -4.71 | 2.73 | 13.94 | 5.82 | -3.61 | 7.07 | 27.71 | -4.19 | 14.19 | 12.20 | 6.55 | 12.45 | 18.49 | 1.84 | 6.36 |
| Sharpe Ratio | NA | 0.49 | 0.08 | 0.65 | 0.59 | NA | NA | … | … | 0.01 | 1.24 | -1.41 | 0.90 | 1.32 | 2.56 | -0.87 | 2.10 | 1.91 | -0.92 | 0.45 | 2.14 | 1.17 | -0.35 | 0.65 | 2.83 | -0.98 | 0.87 | 0.87 | 0.72 | 1.60 | 3.87 | 0.17 | 1.11 |
| Standard Deviation(%) | NA | 7.71 | 8.76 | 9.21 | 7.69 | NA | NA | … | … | 8.23 | 7.67 | 9.80 | 8.85 | 11.97 | 7.04 | 7.29 | 4.95 | 4.82 | 5.15 | 5.97 | 6.49 | 4.93 | 10.44 | 10.69 | 9.75 | 5.21 | 12.94 | 10.23 | 6.04 | 7.19 | 4.60 | 4.28 | 3.64 |
| Draw Down(%) | NA | 7.37 | 16.97 | 16.97 | 16.97 | NA | NA | … | … | 2.18 | 7.37 | 15.14 | 5.39 | 16.73 | 3.48 | 12.00 | 4.23 | 2.21 | 6.84 | 5.32 | 4.44 | 4.83 | 11.81 | 8.12 | 4.72 | 6.48 | 10.09 | 13.94 | 4.58 | 6.26 | 2.56 | 4.34 | 2.78 |
| Yield(%) | NA | 4.59 | 3.91 | 4.48 | 3.31 | NA | NA | … | … | 0.01 | 4.92 | 1.64 | 5.38 | 7.01 | 3.69 | 3.26 | 0.48 | 3.13 | 2.23 | 1.78 | 4.05 | 3.90 | 0.78 | 3.57 | 4.11 | 2.24 | 4.61 | 4.17 | 2.82 | 3.51 | 3.32 | 5.11 | 6.47 |
Data as of 10/31/2023, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Tactical Asset |
2.31%
Dec 2013 – Dec 2016 |
2.21%
Apr 2011 – Apr 2016 |
4.03%
Mar 2010 – Mar 2020 |
5.24%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SMILE BRANDS INC. 401K PLAN AND TRUST FKA BRIGHT NOW DENTAL INC. 401K PLAN AND TRUST Tactical Asset |
15.42%
Oct 2004 – Oct 2007 |
14.56%
Oct 2002 – Oct 2007 |
10.42%
Apr 2001 – Apr 2011 |
8.59%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart