Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Everifile 401K Tactical Asset Allocation Moderate | NA | 25.46% | 3.86% | 7.96% | 6.22% | 7.79% | 9.79% | 10.66% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Everifile 401K 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 (%) | -0.79 | 25.46 | 3.86 | 7.96 | 6.22 | 7.79 | 9.79 | 10.66 | NA | 10.90 | 13.22 | -14.55 | 18.03 | 11.50 | 19.99 | -8.39 | 10.01 | 4.66 | -1.57 | 4.18 | 18.96 | 11.97 | 2.10 | 13.48 | 19.60 | 8.08 | 19.03 | 19.36 | 11.74 | 19.01 | 34.74 | 2.01 | 5.91 |
| Sharpe Ratio | NA | 0.46 | -0.05 | 0.33 | 0.36 | NA | NA | 0.87 | 0.00 | 0.37 | 0.95 | -1.16 | 1.64 | 0.55 | 3.12 | -0.95 | 1.52 | 0.52 | -0.18 | 0.52 | 2.26 | 1.44 | 0.14 | 1.11 | 1.72 | 1.29 | 1.25 | 1.65 | 1.32 | 1.95 | 5.86 | 0.18 | 0.71 |
| Standard Deviation(%) | NA | 11.36 | 11.65 | 13.84 | 11.35 | NA | NA | 10.21 | 9.45 | 11.50 | 9.42 | 13.71 | 10.99 | 20.64 | 5.95 | 10.21 | 6.19 | 8.60 | 8.91 | 8.05 | 8.38 | 8.29 | 14.90 | 12.02 | 11.36 | 5.55 | 12.86 | 9.76 | 7.23 | 9.25 | 5.81 | 4.98 | 5.08 |
| Draw Down(%) | NA | 9.24 | 18.86 | 26.80 | 26.80 | NA | NA | 26.80 | 0.80 | 9.24 | 7.07 | 21.14 | 4.49 | 26.80 | 2.30 | 15.99 | 3.30 | 6.64 | 9.95 | 8.39 | 7.68 | 6.47 | 14.16 | 9.68 | 5.43 | 5.00 | 10.33 | 11.75 | 6.05 | 11.94 | 2.15 | 4.52 | 4.23 |
| Yield(%) | NA | 2.22 | 4.16 | 4.58 | 4.18 | NA | NA | 0.00 | NA | 1.12 | 2.09 | 3.52 | 7.52 | 3.80 | 8.18 | 4.05 | 2.45 | 4.56 | 2.90 | 4.45 | 3.62 | 4.11 | 5.74 | 4.86 | 3.37 | 2.85 | 7.85 | 5.93 | 5.71 | 6.44 | 5.02 | 1.94 | 4.67 |
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 |
|---|---|---|---|---|
| Everifile 401K Tactical Asset Allocation Moderate |
-1.04%
Mar 2017 - Mar 2020 |
-0.40%
Mar 2015 - Mar 2020 |
4.39%
Oct 2013 - Oct 2023 |
6.95%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Everifile 401K Tactical Asset Allocation Moderate |
23.76%
Jan 2003 - Jan 2006 |
20.97%
Oct 2002 - Oct 2007 |
16.21%
Jan 2003 - Jan 2013 |
13.15%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart