Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARBORCRAFT LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | -0.37% | 5.83% | 6.20% | 8.75% | 6.74% | NA | 7.08% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARBORCRAFT LLC 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | 1.47 | -0.37 | 5.83 | 6.20 | 8.75 | 6.74 | NA | 7.08 | -2.12 | 11.56 | 5.78 | 2.74 | 7.89 | 14.62 | 11.29 | 2.16 | 11.19 | 19.42 | -14.35 | 7.31 | 9.10 | 5.34 | 8.12 | 16.11 | 0.81 | 6.32 |
| Sharpe Ratio | NA | -0.36 | 0.55 | 0.58 | 0.96 | NA | NA | 0.69 | -0.37 | 2.35 | 0.70 | 0.27 | 1.11 | 2.41 | 2.51 | 0.25 | 1.62 | 1.38 | -1.11 | 0.51 | 0.95 | 0.67 | 1.15 | 2.39 | -0.04 | 0.55 |
| Standard Deviation(%) | NA | 9.45 | 7.63 | 8.03 | 8.35 | NA | NA | 8.16 | 9.45 | 4.65 | 7.98 | 9.89 | 7.11 | 6.05 | 4.47 | 8.65 | 6.84 | 14.03 | 13.79 | 8.43 | 6.08 | 4.73 | 6.24 | 6.45 | 6.87 | 7.26 |
| Draw Down(%) | NA | 9.78 | 9.78 | 9.78 | 17.29 | NA | NA | 28.80 | 9.78 | 2.39 | 8.84 | 7.38 | 5.11 | 5.16 | 3.09 | 8.62 | 5.37 | 17.29 | 23.99 | 5.20 | 5.39 | 3.26 | 5.38 | 4.84 | 7.44 | 7.93 |
| Yield(%) | NA | 3.40 | 2.30 | 3.93 | 3.98 | NA | NA | 4.31 | 3.38 | 0.37 | 3.05 | 9.66 | 3.27 | 3.78 | 3.95 | 3.22 | 4.49 | 4.26 | 5.46 | 5.73 | 4.35 | 3.43 | 4.45 | 3.68 | 4.54 | 6.56 |
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 |
|---|---|---|---|---|
| ARBORCRAFT LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.15%
Feb 2006 - Feb 2009 |
-0.10%
Feb 2004 - Feb 2009 |
5.89%
Jan 2006 - Jan 2016 |
6.39%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARBORCRAFT LLC 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.64%
Feb 2009 - Feb 2012 |
14.18%
Feb 2009 - Feb 2014 |
9.13%
Nov 2008 - Nov 2018 |
7.93%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart