Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AULTMAN 401K PLAN Tactical Asset Allocation Moderate | NA | -10.63% | 5.63% | 3.18% | 5.08% | 6.27% | 9.01% | 8.93% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AULTMAN 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 06/16/2023 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 03/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 2.61 | -10.63 | 5.63 | 3.18 | 5.08 | 6.27 | 9.01 | 8.93 | 5.88 | -17.82 | 15.31 | 13.11 | 10.36 | -4.53 | 15.56 | 10.74 | -4.32 | 4.67 | 11.05 | 9.16 | -2.37 | 12.54 | 27.05 | -2.85 | 18.05 | 20.42 | 12.22 | 16.69 | 23.75 | 6.18 | 8.59 |
| Sharpe Ratio | NA | 0.11 | 0.32 | 0.21 | 0.55 | NA | NA | 0.91 | 0.36 | -1.26 | 1.55 | 1.44 | 1.79 | -0.77 | 2.92 | 1.74 | -0.66 | 0.85 | 1.56 | 1.68 | -0.21 | 0.89 | 2.19 | -0.63 | 1.33 | 2.04 | 1.51 | 1.88 | 3.95 | 0.92 | 1.07 |
| Standard Deviation(%) | NA | 13.47 | 11.85 | 10.06 | 8.39 | NA | NA | 8.65 | 10.36 | 15.23 | 9.85 | 8.96 | 5.01 | 7.56 | 5.11 | 6.04 | 6.54 | 5.47 | 7.06 | 5.41 | 11.45 | 13.93 | 12.30 | 5.98 | 11.31 | 8.42 | 6.67 | 8.37 | 5.83 | 5.50 | 5.88 |
| Draw Down(%) | NA | 14.76 | 21.90 | 21.90 | 21.90 | NA | NA | 21.90 | 7.56 | 21.73 | 4.23 | 10.79 | 2.75 | 11.59 | 2.25 | 4.18 | 10.38 | 5.70 | 6.18 | 4.42 | 12.41 | 10.27 | 5.52 | 7.83 | 9.31 | 9.79 | 6.11 | 9.65 | 3.61 | 7.41 | 4.11 |
| Yield(%) | NA | 7.21 | 5.41 | 5.32 | 4.76 | NA | NA | 4.86 | 0.59 | 6.26 | 4.63 | 4.48 | 8.48 | 2.21 | 3.57 | 7.86 | 2.45 | 3.90 | 3.93 | 5.00 | 3.18 | 3.96 | 6.14 | 3.93 | 5.10 | 5.89 | 5.68 | 2.52 | 3.63 | 4.42 | 9.15 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULTMAN 401K PLAN Tactical Asset Allocation Moderate |
1.51%
Sep 2019 - Sep 2022 |
2.14%
Sep 2017 - Sep 2022 |
4.61%
Sep 2012 - Sep 2022 |
5.73%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AULTMAN 401K PLAN Tactical Asset Allocation Moderate |
21.51%
Oct 2004 - Oct 2007 |
19.53%
Oct 2002 - Oct 2007 |
14.52%
Apr 2001 - Apr 2011 |
11.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart