Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Tactical Asset Allocation Moderate | NA | 2.07% | 11.39% | 8.51% | 7.52% | 8.19% | 9.08% | 8.88% |
Data as of 01/31/2022, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VIRGINIA PLYTCH INST (52322) Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 2.07 | 11.39 | 8.51 | 7.52 | 8.19 | 9.08 | 8.88 | -5.57 | 9.97 | 17.63 | 16.95 | -6.93 | 13.64 | 6.47 | -1.24 | 5.71 | 12.30 | 12.03 | 2.77 | 13.90 | 23.47 | 3.12 | 4.26 | 17.65 | 4.22 | 9.38 | 25.33 | 3.06 | 4.40 |
| Sharpe Ratio | NA | -0.23 | 1.04 | 0.85 | 0.93 | NA | NA | 1.03 | -0.61 | 1.09 | 1.55 | 3.04 | -1.04 | 2.54 | 0.94 | -0.19 | 0.92 | 1.83 | 2.76 | 0.35 | 1.43 | 2.06 | 0.28 | 0.11 | 1.74 | 0.36 | 1.07 | 5.28 | 0.39 | 0.44 |
| Standard Deviation(%) | NA | 8.01 | 9.29 | 8.32 | 7.35 | NA | NA | 7.64 | 9.33 | 9.16 | 11.21 | 5.12 | 7.95 | 5.12 | 6.66 | 6.63 | 6.19 | 6.70 | 4.34 | 7.77 | 9.66 | 11.32 | 7.90 | 11.06 | 8.25 | 5.72 | 7.87 | 4.67 | 5.04 | 4.72 |
| Draw Down(%) | NA | 8.15 | 13.67 | 13.67 | 13.67 | NA | NA | 13.67 | 7.87 | 5.65 | 13.67 | 2.20 | 13.45 | 2.27 | 6.88 | 7.25 | 5.82 | 7.95 | 3.79 | 5.78 | 8.19 | 4.96 | 11.08 | 9.39 | 11.06 | 5.79 | 11.27 | 3.94 | 8.24 | 4.46 |
| Yield(%) | NA | 5.50 | 4.74 | 3.79 | 3.73 | NA | NA | 4.87 | 0.65 | 5.48 | 4.93 | 3.68 | 4.31 | 0.57 | 4.34 | 1.85 | 2.82 | 6.17 | 3.94 | 3.28 | 4.44 | 6.38 | 4.81 | 8.07 | 7.58 | 5.35 | 5.38 | 6.25 | 4.67 | 7.38 |
Data as of 01/31/2022, 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 |
|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Tactical Asset Allocation Moderate |
2.89%
Feb 2014 - Feb 2017 |
3.20%
Mar 2015 - Mar 2020 |
6.04%
Mar 2010 - Mar 2020 |
7.79%
Dec 2003 - Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VIRGINIA PLYTCH INST (52322) Tactical Asset Allocation Moderate |
16.53%
Apr 2009 - Apr 2012 |
14.65%
Feb 2009 - Feb 2014 |
11.43%
Jul 2002 - Jul 2012 |
10.16%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart