Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 23.74% | -0.54% | 5.55% | 6.08% | 7.17% | 6.46% | 7.26% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EAGLE GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal 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 (%) | -1.06 | 23.74 | -0.54 | 5.55 | 6.08 | 7.17 | 6.46 | 7.26 | NA | 5.49 | 13.69 | -19.58 | 6.71 | 20.21 | 17.99 | -4.67 | 9.84 | 5.26 | 3.86 | 6.65 | 15.81 | 12.20 | 0.78 | 11.05 | 22.66 | -20.71 | 7.18 | 8.35 | 8.96 | 13.09 | 21.14 | -0.14 | 10.10 |
| Sharpe Ratio | NA | -0.02 | -0.35 | 0.13 | 0.34 | NA | NA | 0.50 | 0.00 | -0.12 | 1.00 | -1.28 | 0.69 | 1.06 | 2.47 | -0.65 | 1.80 | 0.59 | 0.46 | 0.85 | 2.12 | 1.52 | 0.05 | 0.96 | 1.35 | -1.02 | 0.49 | 0.67 | 0.99 | 1.67 | 2.54 | -0.14 | 0.97 |
| Standard Deviation(%) | NA | 9.25 | 12.17 | 13.37 | 10.91 | NA | NA | 10.91 | 10.93 | 9.30 | 9.40 | 16.38 | 9.75 | 18.78 | 6.71 | 9.26 | 5.11 | 8.53 | 8.27 | 7.77 | 7.45 | 8.00 | 13.98 | 11.38 | 16.69 | 21.11 | 8.55 | 7.59 | 6.84 | 7.28 | 8.06 | 8.83 | 8.04 |
| Draw Down(%) | NA | 7.04 | 23.64 | 27.95 | 27.95 | NA | NA | 35.32 | 1.12 | 7.04 | 8.91 | 25.24 | 6.62 | 20.88 | 3.08 | 11.69 | 3.22 | 8.39 | 7.16 | 4.97 | 6.43 | 6.83 | 11.02 | 8.55 | 17.92 | 31.08 | 5.63 | 7.88 | 4.45 | 5.26 | 6.86 | 13.56 | 9.93 |
| Yield(%) | NA | 4.54 | 3.73 | 3.81 | 3.88 | NA | NA | 3.96 | NA | 0.68 | 4.25 | 2.30 | 3.93 | 5.44 | 2.49 | 3.34 | 0.16 | 3.36 | 4.50 | 8.54 | 3.50 | 1.94 | 3.86 | 3.44 | 2.54 | 7.28 | 5.57 | 6.58 | 3.09 | 2.73 | 4.20 | 3.29 | 4.10 |
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 |
|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-7.50%
Feb 2006 - Feb 2009 |
-0.83%
Feb 2004 - Feb 2009 |
4.34%
Oct 2013 - Oct 2023 |
4.56%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EAGLE GROUP INC. 401K PLAN Strategic Asset Allocation - Optimal Moderate |
18.66%
Feb 2009 - Feb 2012 |
15.72%
Feb 2009 - Feb 2014 |
10.39%
Feb 2009 - Feb 2019 |
8.85%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart