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 Strategic Asset Allocation - Optimal Moderate | NA | -1.81% | 5.19% | 5.21% | 8.71% | 6.74% | NA | 6.83% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AHA CONSULTING ENGINEERS INC. 401K and PROFIT SHARING PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.29 | -1.81 | 5.19 | 5.21 | 8.71 | 6.74 | NA | 6.83 | 25.99 | 12.66 | 5.24 | 2.08 | 5.66 | 16.55 | 13.94 | -1.41 | 10.83 | 26.56 | -23.84 | 8.74 | 10.68 | 9.90 | 11.06 | 12.35 | 4.18 | 1.88 |
| Sharpe Ratio | NA | 0.90 | 0.81 | 0.69 | 0.88 | NA | NA | 0.61 | 0.90 | 2.80 | 0.58 | 0.23 | 0.84 | 2.32 | 1.73 | -0.10 | 1.01 | 1.66 | -1.12 | 0.64 | 1.07 | 1.39 | 1.50 | 2.90 | 0.78 | -0.09 |
| Standard Deviation(%) | NA | 27.41 | 16.77 | 13.90 | 12.80 | NA | NA | 11.52 | 27.41 | 4.29 | 8.66 | 8.82 | 6.71 | 7.10 | 8.04 | 13.84 | 10.61 | 15.92 | 22.08 | 8.89 | 6.92 | 5.56 | 6.73 | 4.01 | 3.95 | 4.80 |
| Draw Down(%) | NA | 7.64 | 7.71 | 9.80 | 16.64 | NA | NA | 36.20 | 7.64 | 1.99 | 7.71 | 8.47 | 4.99 | 6.35 | 6.67 | 13.20 | 8.66 | 16.64 | 34.18 | 5.96 | 7.27 | 3.78 | 5.47 | 3.42 | 2.89 | 2.94 |
| Yield(%) | NA | 4.11 | 2.28 | 3.32 | 3.46 | NA | NA | 3.94 | 4.09 | 0.31 | 2.28 | 5.89 | 4.01 | 3.45 | 3.84 | 2.33 | 4.19 | 3.78 | 4.99 | 5.12 | 4.37 | 2.89 | 2.95 | 4.56 | 6.94 | 4.97 |
Data as of 10/31/2018, 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 Strategic Asset Allocation - Optimal Moderate |
-7.02%
Feb 2006 - Feb 2009 |
-0.51%
Feb 2004 - Feb 2009 |
5.39%
Jan 2006 - Jan 2016 |
6.38%
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 Strategic Asset Allocation - Optimal Moderate |
18.12%
Feb 2009 - Feb 2012 |
15.81%
Feb 2009 - Feb 2014 |
12.10%
Nov 2008 - Nov 2018 |
8.63%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison Chart