Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Pulse Design Group Inc 401k Profit Sharing Plan Trust Tactical Asset Allocation Moderate | NA | 16.09% | 2.05% | 6.57% | 5.27% | 6.50% | 8.27% | 7.85% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Pulse Design Group Inc 401k Profit Sharing Plan Trust 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 (%) | -1.03 | 16.09 | 2.05 | 6.57 | 5.27 | 6.50 | 8.27 | 7.85 | NA | -1.44 | 9.11 | -9.64 | 8.32 | 15.34 | 19.04 | -8.10 | 10.24 | 7.86 | -2.42 | 3.67 | 13.76 | 9.87 | 5.04 | 9.04 | 32.00 | -5.92 | 16.68 | 19.02 | 9.09 | 11.29 | 15.18 | 0.21 | -4.52 |
| Sharpe Ratio | NA | -0.65 | -0.43 | 0.11 | 0.28 | NA | NA | 0.63 | 0.09 | -0.82 | 0.64 | -0.91 | 0.73 | 0.78 | 2.44 | -0.96 | 1.86 | 0.97 | -0.28 | 0.50 | 2.05 | 1.33 | 0.38 | 0.97 | 3.54 | -0.64 | 1.26 | 1.98 | 1.26 | 1.36 | 2.65 | -0.12 | -1.18 |
| Standard Deviation(%) | NA | 9.74 | 9.97 | 12.70 | 10.57 | NA | NA | 9.40 | 6.46 | 9.82 | 7.59 | 12.05 | 11.45 | 19.38 | 7.22 | 9.78 | 5.16 | 7.85 | 8.69 | 7.27 | 6.69 | 7.36 | 13.24 | 9.25 | 9.03 | 10.75 | 10.88 | 7.96 | 5.50 | 7.58 | 5.48 | 7.62 | 5.80 |
| Draw Down(%) | NA | 9.98 | 14.40 | 25.95 | 25.95 | NA | NA | 25.95 | 0.47 | 9.98 | 8.30 | 15.51 | 6.21 | 25.95 | 3.45 | 14.56 | 2.68 | 5.57 | 9.45 | 5.70 | 5.50 | 5.48 | 9.81 | 7.82 | 3.44 | 15.59 | 8.79 | 10.77 | 4.35 | 7.80 | 4.65 | 8.10 | 8.72 |
| Yield(%) | NA | 6.20 | 7.43 | 6.18 | 4.85 | NA | NA | 0.00 | NA | 3.25 | 3.92 | 6.01 | 10.25 | 3.67 | 5.65 | 4.73 | 3.18 | 2.70 | 4.23 | 2.04 | 3.21 | 4.52 | 4.18 | 4.80 | 4.31 | 4.24 | 6.29 | 4.69 | 1.74 | 2.83 | 4.48 | 0.71 | 1.50 |
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 |
|---|---|---|---|---|
| Pulse Design Group Inc 401k Profit Sharing Plan Trust Tactical Asset Allocation Moderate |
-0.95%
Dec 2021 - Dec 2024 |
1.01%
Mar 2015 - Mar 2020 |
4.34%
Oct 2013 - Oct 2023 |
5.67%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Pulse Design Group Inc 401k Profit Sharing Plan Trust Tactical Asset Allocation Moderate |
18.12%
Oct 2004 - Oct 2007 |
14.82%
Mar 2003 - Mar 2008 |
12.33%
Mar 2003 - Mar 2013 |
10.25%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart