Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 9.17% | 10.15% | 9.16% | 10.10% | 10.63% | NA | 9.71% |
Data as of 08/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.68 | 9.17 | 10.15 | 9.16 | 10.10 | 10.63 | NA | 9.71 | -0.19 | 12.95 | 9.99 | 2.33 | 7.83 | 18.32 | 14.39 | 0.72 | 11.90 | 18.76 | 3.06 | 12.68 | 12.99 | 10.32 | 11.16 | 13.14 | -2.03 | 4.06 |
| Sharpe Ratio | NA | 0.04 | 0.94 | 0.91 | 1.12 | NA | NA | 0.99 | -0.15 | 2.95 | 1.20 | 0.27 | 1.10 | 2.67 | 1.83 | 0.05 | 1.24 | 1.97 | 0.36 | 0.98 | 1.28 | 1.31 | 1.29 | 1.74 | -0.52 | 0.26 |
| Standard Deviation(%) | NA | 8.33 | 7.35 | 7.48 | 8.64 | NA | NA | 8.08 | 8.81 | 4.18 | 8.13 | 8.64 | 7.13 | 6.86 | 7.82 | 13.42 | 9.55 | 9.47 | 5.96 | 9.91 | 7.57 | 6.21 | 7.94 | 7.13 | 5.98 | 6.65 |
| Draw Down(%) | NA | 7.28 | 8.24 | 8.24 | 12.04 | NA | NA | 12.04 | 7.28 | 1.72 | 6.50 | 6.76 | 5.19 | 4.98 | 5.33 | 12.04 | 7.85 | 4.29 | 5.01 | 6.51 | 8.81 | 4.48 | 7.20 | 5.82 | 5.65 | 5.93 |
| Yield(%) | NA | 3.69 | 3.76 | 4.11 | 4.22 | NA | NA | 0.00 | 1.03 | 4.64 | 3.11 | 4.36 | 5.23 | 4.50 | 4.39 | 1.47 | 4.19 | 5.38 | 9.12 | 8.01 | 6.92 | 3.04 | 3.10 | 3.38 | 5.22 | 8.11 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Tactical Asset Allocation Moderate |
4.34%
Aug 2001 - Aug 2004 |
6.92%
Oct 2013 - Oct 2018 |
8.47%
Sep 2001 - Sep 2011 |
8.90%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ACT TELECONFERENCING INC. 401K PLAN Tactical Asset Allocation Moderate |
15.33%
Oct 2004 - Oct 2007 |
13.19%
Feb 2009 - Feb 2014 |
11.97%
Aug 2004 - Aug 2014 |
10.96%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart