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 Strategic Asset Allocation - Equal Weight Moderate | NA | 19.27% | 1.88% | 5.54% | 4.68% | 5.85% | 6.37% | 6.37% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -1.01 | 19.27 | 1.88 | 5.54 | 4.68 | 5.85 | 6.37 | 6.37 | NA | -2.50 | 11.35 | -11.71 | 4.73 | 14.42 | 20.74 | -6.20 | 14.37 | 1.16 | -2.31 | -0.60 | 12.03 | 11.29 | -1.19 | 13.85 | 34.59 | -25.38 | 13.57 | 15.33 | 10.57 | 10.42 | 21.59 | -4.62 | -0.89 |
| Sharpe Ratio | NA | -0.78 | -0.47 | 0.04 | 0.25 | NA | NA | 0.49 | 0.12 | -0.94 | 0.86 | -1.15 | 0.50 | 0.82 | 3.08 | -0.87 | 3.36 | 0.12 | -0.30 | -0.10 | 2.10 | 2.04 | -0.11 | 1.68 | 3.02 | -1.81 | 1.19 | 1.69 | 1.52 | 1.37 | 3.13 | -0.61 | -0.31 |
| Standard Deviation(%) | NA | 9.62 | 9.85 | 11.69 | 9.68 | NA | NA | 9.17 | 5.27 | 9.67 | 8.25 | 11.38 | 9.48 | 17.34 | 6.27 | 8.59 | 4.09 | 7.93 | 7.83 | 5.99 | 5.71 | 5.50 | 10.86 | 8.17 | 11.41 | 14.51 | 8.91 | 7.15 | 5.54 | 6.93 | 6.68 | 9.41 | 10.36 |
| Draw Down(%) | NA | 11.77 | 16.55 | 23.96 | 23.96 | NA | NA | 34.15 | 0.35 | 11.77 | 8.38 | 17.58 | 7.78 | 23.96 | 2.87 | 12.28 | 1.89 | 7.43 | 9.65 | 5.93 | 6.23 | 4.93 | 11.27 | 6.38 | 11.98 | 32.62 | 6.98 | 9.85 | 4.34 | 7.12 | 6.37 | 15.62 | 15.43 |
| Yield(%) | NA | 5.95 | 6.11 | 5.27 | 3.71 | NA | NA | 4.10 | NA | 1.00 | 5.76 | 4.12 | 7.26 | 3.82 | 4.38 | 3.11 | 0.32 | 0.74 | 3.70 | 2.83 | 3.00 | 4.82 | 4.05 | 4.82 | 4.72 | 4.33 | 4.74 | 4.78 | 2.31 | 2.76 | 3.64 | 0.53 | 12.76 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.21%
Feb 2006 - Feb 2009 |
1.06%
Dec 2013 - Dec 2018 |
3.22%
Oct 2013 - Oct 2023 |
3.94%
Oct 2007 - Oct 2022 |
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 Strategic Asset Allocation - Equal Weight Moderate |
19.09%
Feb 2009 - Feb 2012 |
14.99%
Feb 2009 - Feb 2014 |
10.03%
Mar 2003 - Mar 2013 |
8.09%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart