Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Tactical Asset Allocation Moderate | NA | 25.84% | 7.49% | 5.92% | 5.81% | 6.83% | 6.45% | 7.04% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 2024 | 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 (%) | -0.98 | 25.84 | 7.49 | 5.92 | 5.81 | 6.83 | 6.45 | 7.04 | NA | 10.77 | 14.43 | -6.19 | 11.09 | -3.59 | 16.38 | -5.72 | 11.35 | 10.98 | -1.93 | 7.90 | 11.68 | 9.96 | 1.47 | 12.46 | 9.63 | -7.18 | 7.52 | 10.06 | 3.48 | 14.11 | 21.35 | 6.52 | -0.91 |
| Sharpe Ratio | NA | 0.58 | 0.24 | 0.19 | 0.34 | NA | NA | 0.57 | 0.06 | 0.39 | 1.26 | -0.60 | 0.97 | -0.18 | 2.42 | -0.70 | 1.85 | 1.24 | -0.23 | 1.03 | 1.69 | 1.41 | 0.10 | 1.27 | 1.09 | -1.36 | 0.48 | 1.07 | 0.18 | 1.63 | 2.95 | 1.23 | -0.66 |
| Standard Deviation(%) | NA | 10.56 | 10.65 | 13.68 | 11.19 | NA | NA | 9.48 | 11.22 | 10.63 | 8.07 | 12.70 | 11.45 | 21.50 | 6.19 | 10.07 | 5.79 | 8.69 | 8.45 | 7.65 | 6.91 | 7.03 | 14.15 | 9.71 | 8.76 | 5.95 | 9.47 | 6.36 | 7.38 | 8.08 | 7.00 | 4.40 | 4.87 |
| Draw Down(%) | NA | 7.25 | 12.54 | 28.36 | 28.36 | NA | NA | 28.36 | 0.93 | 7.25 | 6.96 | 13.75 | 5.44 | 28.36 | 2.57 | 14.05 | 3.48 | 6.45 | 8.19 | 6.24 | 7.32 | 5.71 | 13.24 | 8.62 | 5.79 | 8.86 | 6.05 | 6.05 | 5.17 | 6.91 | 4.25 | 3.75 | 7.37 |
| Yield(%) | NA | 3.41 | 6.50 | 6.34 | 4.58 | NA | NA | 0.00 | NA | 1.23 | 3.35 | 7.24 | 9.01 | 3.11 | 9.42 | 3.92 | 2.61 | 4.01 | 1.22 | 5.35 | 3.60 | 3.20 | 3.69 | 2.11 | 2.91 | 2.88 | 3.27 | 2.87 | 4.50 | 5.59 | 4.86 | 2.88 | 1.03 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Tactical Asset Allocation Moderate |
-1.45%
Sep 2019 - Sep 2022 |
1.05%
Sep 2017 - Sep 2022 |
4.30%
Sep 2012 - Sep 2022 |
4.39%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Tactical Asset Allocation Moderate |
14.50%
Jul 2002 - Jul 2005 |
12.36%
May 2002 - May 2007 |
8.57%
Mar 2002 - Mar 2012 |
8.29%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart