Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 07/29/2016.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 1.25% | 4.77% | 5.68% | 8.33% | 8.54% | NA | 8.30% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGLE GROUP INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 10/12/2016 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 07/29/2016.
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 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.67 | 1.25 | 4.77 | 5.68 | 8.33 | 8.54 | NA | 8.30 | 2.31 | 0.57 | 3.71 | 14.08 | 10.54 | 1.15 | 9.00 | 13.80 | 9.01 | 10.92 | 11.50 | 7.59 | 13.67 | 14.35 | 3.09 | -0.33 |
| Sharpe Ratio | NA | 0.35 | 0.41 | 0.75 | 0.79 | NA | NA | 0.81 | 0.23 | 0.06 | 0.44 | 2.01 | 1.35 | 0.09 | 0.83 | 1.25 | 1.09 | 0.95 | 1.16 | 0.84 | 1.77 | 1.83 | 0.31 | -0.38 |
| Standard Deviation(%) | NA | 9.14 | 8.82 | 8.63 | 9.24 | NA | NA | 8.49 | 9.35 | 9.32 | 8.48 | 6.99 | 7.79 | 12.38 | 10.69 | 11.00 | 7.41 | 8.36 | 7.09 | 6.46 | 7.20 | 7.46 | 6.45 | 7.01 |
| Draw Down(%) | NA | 10.34 | 11.52 | 11.52 | 11.52 | NA | NA | 11.52 | 8.84 | 8.01 | 5.96 | 6.55 | 6.23 | 10.43 | 8.38 | 8.32 | 4.95 | 5.90 | 7.86 | 4.35 | 5.40 | 7.17 | 4.39 | 7.96 |
| Yield(%) | NA | 4.65 | 4.10 | 3.45 | 4.61 | NA | NA | 0.00 | 0.72 | 4.35 | 5.06 | 2.40 | 1.89 | 4.56 | 4.81 | 4.96 | 5.78 | 7.07 | 6.18 | 3.76 | 3.64 | 4.30 | 4.74 | 4.71 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Tactical Asset Allocation Moderate |
2.98%
Apr 2013 - Apr 2016 |
4.16%
Feb 2011 - Feb 2016 |
7.51%
Feb 2006 - Feb 2016 |
7.69%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Tactical Asset Allocation Moderate |
15.66%
Apr 2003 - Apr 2006 |
12.84%
Mar 2003 - Mar 2008 |
11.33%
Apr 2003 - Apr 2013 |
8.48%
Jul 2001 - Jul 2016 |
Annualized Rolling Returns Comparison Chart