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Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
PRATT & DAUBNER ASSOC 401K PSRP Tactical Asset Allocation Moderate NA 24.93% 5.57% 8.46% 7.45% 8.37% 8.85% 8.17%
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
PRATT & DAUBNER ASSOC 401K PSRP 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 (%) -0.96 24.93 5.57 8.46 7.45 8.37 8.85 8.17 NA 10.22 16.15 -9.61 12.03 8.53 16.55 -0.80 13.71 6.45 0.82 8.79 17.01 10.37 3.70 8.29 14.63 6.10 10.21 12.16 7.07 9.57 10.86 -4.49 1.60
Sharpe Ratio NA 0.50 0.15 0.38 0.56 NA NA 0.76 0.08 0.35 1.51 -0.89 1.26 0.48 2.54 -0.23 3.27 0.82 0.10 1.23 2.59 1.49 0.30 0.89 1.74 0.88 0.84 1.38 0.87 1.20 1.52 -0.92 -0.13
Standard Deviation(%) NA 10.42 10.44 11.94 9.87 NA NA 8.57 9.08 10.49 7.86 12.42 9.53 17.17 5.98 9.20 4.00 7.58 8.31 7.11 6.55 6.94 12.17 9.22 8.33 5.88 8.63 6.43 5.66 7.17 6.71 6.06 5.48
Draw Down(%) NA 7.45 14.89 19.90 19.90 NA NA 19.90 0.70 7.45 5.68 15.59 4.92 19.90 3.12 10.26 1.40 6.27 7.81 4.17 4.76 5.17 9.74 8.34 4.78 3.18 5.92 7.02 4.03 6.08 5.87 7.34 6.58
Yield(%) NA 5.64 4.42 4.66 4.70 NA NA 0.00 NA 1.16 5.78 2.84 5.59 4.10 5.89 4.50 4.26 3.29 5.64 7.04 4.91 2.47 2.81 2.07 3.11 3.69 7.16 6.13 4.44 2.98 2.63 3.80 4.51
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
PRATT & DAUBNER ASSOC 401K PSRP Tactical Asset Allocation Moderate 2.45%
Oct 2001 - Oct 2004
4.15%
Sep 2017 - Sep 2022
6.16%
Oct 2013 - Oct 2023
7.09%
Sep 2007 - Sep 2022
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
PRATT & DAUBNER ASSOC 401K PSRP Tactical Asset Allocation Moderate 13.49%
Sep 2011 - Sep 2014
12.27%
Jun 2009 - Jun 2014
10.57%
Aug 2004 - Aug 2014
9.61%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart