Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Tactical Asset Allocation Moderate | NA | 26.04% | 4.13% | 8.71% | 7.48% | 9.93% | 11.51% | 10.67% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alloy Carbide Company 401K Profit Sharing 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 (%) | -1.35 | 26.04 | 4.13 | 8.71 | 7.48 | 9.93 | 11.51 | 10.67 | NA | 10.74 | 13.95 | -14.96 | 16.76 | 14.54 | 19.82 | -7.35 | 16.17 | 5.92 | 1.38 | 5.48 | 23.44 | 16.10 | 7.16 | 15.73 | 28.60 | 4.36 | 18.66 | 24.16 | 8.65 | 16.07 | 24.21 | -5.93 | -7.50 |
| Sharpe Ratio | NA | 0.45 | -0.03 | 0.37 | 0.49 | NA | NA | 0.88 | 0.06 | 0.33 | 1.04 | -1.22 | 1.69 | 0.72 | 3.06 | -0.92 | 3.13 | 0.69 | 0.15 | 0.65 | 3.14 | 1.86 | 0.50 | 1.37 | 2.70 | 0.51 | 1.44 | 2.38 | 0.92 | 1.93 | 4.29 | -1.16 | -0.85 |
| Standard Deviation(%) | NA | 12.39 | 11.85 | 13.57 | 11.06 | NA | NA | 10.04 | 14.65 | 12.41 | 9.31 | 13.41 | 9.91 | 19.94 | 6.03 | 9.40 | 4.97 | 8.31 | 9.20 | 8.38 | 7.47 | 8.62 | 14.30 | 11.40 | 10.56 | 6.72 | 10.88 | 8.77 | 7.04 | 7.85 | 5.48 | 6.07 | 11.51 |
| Draw Down(%) | NA | 9.06 | 20.06 | 27.57 | 27.57 | NA | NA | 27.57 | 1.28 | 9.06 | 7.78 | 22.07 | 4.32 | 27.57 | 2.71 | 13.84 | 2.38 | 6.62 | 7.93 | 7.02 | 7.44 | 7.54 | 11.79 | 8.97 | 4.59 | 3.59 | 8.45 | 9.51 | 6.03 | 12.18 | 2.82 | 8.91 | 16.01 |
| Yield(%) | NA | 5.13 | 4.25 | 4.81 | 4.38 | NA | NA | 0.00 | NA | 1.39 | 5.18 | 3.11 | 4.38 | 3.55 | 8.78 | 2.58 | 5.06 | 3.06 | 5.53 | 4.06 | 6.37 | 4.30 | 2.84 | 4.94 | 4.91 | 4.93 | 5.48 | 7.76 | 3.24 | 6.16 | 2.53 | 0.04 | 0.50 |
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 |
|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Tactical Asset Allocation Moderate |
1.01%
Mar 2017 - Mar 2020 |
2.27%
Mar 2015 - Mar 2020 |
5.85%
Oct 2013 - Oct 2023 |
9.06%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Tactical Asset Allocation Moderate |
21.36%
Oct 2004 - Oct 2007 |
19.79%
Apr 2005 - Apr 2010 |
17.27%
Apr 2003 - Apr 2013 |
14.36%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart