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 - Optimal Moderate | NA | 21.76% | -0.27% | 4.62% | 4.35% | 6.02% | 6.10% | 5.97% |
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 - 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 (%) | -1.05 | 21.76 | -0.27 | 4.62 | 4.35 | 6.02 | 6.10 | 5.97 | NA | -0.88 | 7.47 | -15.39 | 3.27 | 17.83 | 21.54 | -6.51 | 10.24 | 3.92 | -1.92 | 3.35 | 13.30 | 11.13 | -0.50 | 14.96 | 35.14 | -24.97 | 11.12 | 12.56 | 7.43 | 9.11 | 16.91 | -3.60 | -0.91 |
| Sharpe Ratio | NA | -0.67 | -0.62 | -0.05 | 0.19 | NA | NA | 0.39 | 0.06 | -0.79 | 0.36 | -1.23 | 0.36 | 1.03 | 3.03 | -0.89 | 2.32 | 0.46 | -0.24 | 0.57 | 2.16 | 1.67 | -0.04 | 1.45 | 2.29 | -1.32 | 0.90 | 1.47 | 0.93 | 1.31 | 1.89 | -0.38 | -0.31 |
| Standard Deviation(%) | NA | 9.33 | 10.88 | 12.09 | 9.98 | NA | NA | 10.28 | 4.79 | 9.41 | 9.02 | 13.64 | 8.95 | 17.14 | 6.64 | 8.78 | 4.15 | 8.02 | 7.97 | 5.88 | 6.13 | 6.62 | 13.01 | 10.28 | 15.29 | 19.59 | 9.04 | 6.33 | 5.68 | 6.23 | 8.58 | 12.36 | 10.35 |
| Draw Down(%) | NA | 11.61 | 20.95 | 23.04 | 23.04 | NA | NA | 36.30 | 0.39 | 11.61 | 11.16 | 22.05 | 7.11 | 22.11 | 3.08 | 12.73 | 2.04 | 6.37 | 9.36 | 5.34 | 6.37 | 5.24 | 12.01 | 7.06 | 15.29 | 33.79 | 5.80 | 6.17 | 3.82 | 4.97 | 8.06 | 16.23 | 15.39 |
| Yield(%) | NA | 4.82 | 5.54 | 5.16 | 3.79 | NA | NA | 4.04 | NA | 0.53 | 5.08 | 6.02 | 4.30 | 5.28 | 4.10 | 4.07 | 0.27 | 1.17 | 4.18 | 2.33 | 3.22 | 2.99 | 3.25 | 4.02 | 2.48 | 4.22 | 5.30 | 5.23 | 4.64 | 3.54 | 3.39 | 0.57 | 12.77 |
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 - Optimal Moderate |
-6.01%
Feb 2006 - Feb 2009 |
-0.40%
Feb 2004 - Feb 2009 |
2.85%
Oct 2013 - Oct 2023 |
4.20%
Sep 2007 - Sep 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 - Optimal Moderate |
21.18%
Feb 2009 - Feb 2012 |
16.63%
Feb 2009 - Feb 2014 |
9.64%
Feb 2009 - Feb 2019 |
8.06%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart