Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RS EDEN INC. 403(B) PLAN Tactical Asset Allocation Moderate | NA | 4.69% | 8.69% | 9.99% | 11.34% | NA | NA | 10.67% |
Data as of 07/31/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RS EDEN INC. 403(B) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 10/29/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.52 | 4.69 | 8.69 | 9.99 | 11.34 | NA | NA | 10.67 | 1.34 | 4.02 | 16.77 | 15.19 | 2.29 | 16.52 | 16.43 | 12.54 | 16.26 | 11.04 | 4.42 | 13.59 | 15.85 | 2.25 | 2.46 |
| Sharpe Ratio | NA | 0.45 | 1.00 | 0.81 | 1.04 | NA | NA | 0.95 | 0.15 | 0.52 | 2.16 | 1.80 | 0.15 | 1.38 | 1.37 | 1.54 | 1.05 | 0.78 | 0.32 | 1.48 | 2.30 | 0.18 | 0.02 |
| Standard Deviation(%) | NA | 8.71 | 8.14 | 9.95 | 10.38 | NA | NA | 9.47 | 9.12 | 7.72 | 7.74 | 8.39 | 14.78 | 11.93 | 11.91 | 7.52 | 12.57 | 9.91 | 7.01 | 8.56 | 6.59 | 6.51 | 7.01 |
| Draw Down(%) | NA | 8.98 | 8.98 | 11.85 | 13.58 | NA | NA | 13.58 | 8.98 | 5.26 | 7.65 | 5.62 | 11.85 | 8.66 | 8.67 | 4.95 | 9.35 | 13.58 | 5.24 | 9.83 | 5.15 | 5.41 | 6.69 |
| Yield(%) | NA | 5.14 | 3.55 | 4.06 | 4.50 | NA | NA | 0.00 | 0.90 | 5.13 | 2.68 | 3.77 | 6.15 | 4.24 | 4.61 | 6.11 | 5.48 | 4.86 | 4.36 | 4.34 | 6.40 | 5.47 | 5.15 |
Data as of 07/31/2015, 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 |
|---|---|---|---|---|
| RS EDEN INC. 403(B) PLAN Tactical Asset Allocation Moderate |
6.56%
Sep 2012 - Sep 2015 |
7.94%
Jul 2001 - Jul 2006 |
10.37%
Sep 2001 - Sep 2011 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RS EDEN INC. 403(B) PLAN Tactical Asset Allocation Moderate |
17.86%
May 2008 - May 2011 |
16.01%
May 2006 - May 2011 |
13.50%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart