Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2023.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Outwall Inc 401k Tactical Asset Allocation Moderate | NA | -7.27% | 6.23% | 4.71% | 5.95% | 5.86% | 7.20% | 6.70% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Outwall Inc 401k Tactical Asset Allocation Moderate | 12/31/2000 | 04/24/2023 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 01/31/2023.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 0.28 | -7.27 | 6.23 | 4.71 | 5.95 | 5.86 | 7.20 | 6.70 | 8.82 | -17.26 | 9.72 | 22.08 | 17.83 | -6.19 | 12.84 | 4.55 | -2.56 | 3.12 | 18.52 | 4.98 | 8.89 | 3.37 | 7.57 | 3.72 | 6.43 | 15.22 | 2.58 | 13.30 | 15.76 | -0.51 | 4.24 |
| Sharpe Ratio | NA | -0.14 | 0.53 | 0.42 | 0.58 | NA | NA | 0.72 | 0.77 | -1.15 | 0.99 | 1.87 | 2.50 | -0.93 | 2.30 | 0.93 | -0.46 | 0.46 | 2.56 | 0.78 | 1.03 | 0.33 | 0.81 | 0.36 | 0.42 | 1.80 | 0.08 | 1.62 | 2.91 | -0.36 | 0.97 |
| Standard Deviation(%) | NA | 15.16 | 12.70 | 10.93 | 8.93 | NA | NA | 7.98 | 9.43 | 16.22 | 9.82 | 11.71 | 6.57 | 8.09 | 5.30 | 4.65 | 5.61 | 6.73 | 7.21 | 6.28 | 8.57 | 10.05 | 9.19 | 7.70 | 8.25 | 6.62 | 5.21 | 7.61 | 5.19 | 4.55 | 1.99 |
| Draw Down(%) | NA | 14.53 | 25.68 | 25.68 | 25.68 | NA | NA | 25.68 | 4.59 | 23.62 | 5.71 | 12.22 | 3.53 | 12.91 | 1.93 | 3.21 | 5.22 | 6.83 | 5.40 | 5.09 | 4.23 | 10.64 | 4.74 | 8.58 | 5.20 | 6.32 | 3.60 | 6.42 | 2.00 | 5.39 | 2.04 |
| Yield(%) | NA | 7.59 | 6.24 | 5.11 | 3.81 | NA | NA | 3.80 | 2.14 | 5.44 | 6.55 | 4.70 | 2.44 | 4.22 | 0.05 | 4.53 | 2.15 | 2.93 | 3.51 | 3.70 | 3.23 | 2.22 | 5.53 | 5.76 | 7.07 | 6.18 | 2.65 | 2.04 | 1.75 | 0.25 | 4.59 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Outwall Inc 401k Tactical Asset Allocation Moderate |
1.50%
Feb 2014 - Feb 2017 |
2.14%
Dec 2013 - Dec 2018 |
5.16%
Sep 2012 - Sep 2022 |
5.02%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Outwall Inc 401k Tactical Asset Allocation Moderate |
16.43%
Dec 2018 - Dec 2021 |
11.65%
Mar 2003 - Mar 2008 |
8.95%
Jul 2003 - Jul 2013 |
8.04%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart