Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 9.55% | 9.90% | 8.74% | 9.93% | 10.31% | NA | 9.12% |
Data as of 08/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING 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 (%) | 0.61 | 9.55 | 9.90 | 8.74 | 9.93 | 10.31 | NA | 9.12 | 0.25 | 14.51 | 7.16 | 0.31 | 9.11 | 15.95 | 15.87 | 0.04 | 11.63 | 20.72 | 2.95 | 9.51 | 13.41 | 8.57 | 13.67 | 11.87 | 0.97 | -3.64 |
| Sharpe Ratio | NA | 0.08 | 0.92 | 0.85 | 1.10 | NA | NA | 0.93 | -0.10 | 3.47 | 0.86 | 0.03 | 1.25 | 2.28 | 2.06 | 0.00 | 1.21 | 2.23 | 0.34 | 0.71 | 1.38 | 1.15 | 1.70 | 1.60 | -0.02 | -0.81 |
| Standard Deviation(%) | NA | 8.04 | 7.21 | 7.44 | 8.65 | NA | NA | 7.99 | 8.50 | 4.00 | 8.13 | 8.70 | 7.26 | 6.97 | 7.68 | 13.76 | 9.52 | 9.24 | 5.96 | 9.14 | 7.34 | 5.56 | 7.51 | 6.97 | 5.80 | 7.38 |
| Draw Down(%) | NA | 6.88 | 8.74 | 10.52 | 12.88 | NA | NA | 12.88 | 6.88 | 1.17 | 7.10 | 8.72 | 4.89 | 5.52 | 5.48 | 12.88 | 7.51 | 3.81 | 5.01 | 6.05 | 7.99 | 3.97 | 6.10 | 6.21 | 5.67 | 10.16 |
| Yield(%) | NA | 3.76 | 4.37 | 4.36 | 4.33 | NA | NA | 0.00 | 1.13 | 4.09 | 4.05 | 5.51 | 5.72 | 3.33 | 4.37 | 1.97 | 4.19 | 5.14 | 9.12 | 5.05 | 3.68 | 2.26 | 2.97 | 2.91 | 5.30 | 7.17 |
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 |
|---|---|---|---|---|
| AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
5.46%
Feb 2001 - Feb 2004 |
6.42%
Feb 2011 - Feb 2016 |
8.51%
Sep 2001 - Sep 2011 |
8.49%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.84%
Sep 2011 - Sep 2014 |
13.23%
Nov 2008 - Nov 2013 |
11.55%
Jul 2003 - Jul 2013 |
10.56%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart