Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 5.61% | 0.93% | 4.35% | 3.60% | 6.79% | 7.95% | 8.18% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.18 | 5.61 | 0.93 | 4.35 | 3.60 | 6.79 | 7.95 | 8.18 | 1.51 | 16.68 | -18.16 | 6.65 | 18.94 | 14.79 | -2.86 | 15.99 | 1.17 | -6.70 | 2.50 | 12.02 | 10.24 | 4.42 | 10.19 | 29.52 | -6.48 | 21.94 | 17.50 | 17.65 | 8.59 | 16.74 | 4.90 | 5.76 |
| Sharpe Ratio | NA | 0.89 | -0.13 | 0.54 | 0.45 | NA | NA | 0.89 | 0.15 | 1.56 | -1.96 | 0.69 | 1.57 | 2.35 | -0.51 | 3.00 | 0.23 | -1.06 | 0.40 | 2.01 | 2.79 | 0.53 | 0.95 | 3.05 | -1.03 | 1.51 | 1.35 | 2.19 | 0.78 | 2.66 | 0.64 | 0.61 |
| Standard Deviation(%) | NA | 7.75 | 9.13 | 9.30 | 7.87 | NA | NA | 8.11 | 8.00 | 7.95 | 9.97 | 9.57 | 11.88 | 5.69 | 8.19 | 5.12 | 4.22 | 6.36 | 6.15 | 5.97 | 3.65 | 8.26 | 10.61 | 9.64 | 7.20 | 12.59 | 10.52 | 7.08 | 9.81 | 6.03 | 5.90 | 5.64 |
| Draw Down(%) | NA | 5.97 | 20.75 | 20.75 | 20.75 | NA | NA | 20.75 | 1.63 | 5.97 | 18.72 | 6.10 | 14.82 | 3.34 | 9.72 | 1.83 | 4.86 | 10.37 | 5.76 | 4.23 | 2.68 | 5.76 | 9.58 | 4.76 | 12.58 | 10.56 | 14.27 | 6.37 | 12.31 | 5.16 | 6.79 | 5.19 |
| Yield(%) | NA | 3.62 | 3.01 | 3.01 | 2.84 | NA | NA | 3.40 | 0.12 | 3.70 | 1.38 | 4.10 | 3.61 | 2.42 | 5.05 | 0.40 | 2.61 | 2.39 | 3.22 | 3.53 | 4.07 | 3.08 | 4.45 | 4.59 | 2.64 | 5.75 | 3.64 | 2.51 | 1.95 | 3.99 | 3.15 | 5.88 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.36%
Feb 2014 - Feb 2017 |
1.74%
Dec 2013 - Dec 2018 |
3.60%
Oct 2013 - Oct 2023 |
5.36%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
22.75%
Oct 2004 - Oct 2007 |
17.85%
Oct 2002 - Oct 2007 |
13.06%
Jul 2003 - Jul 2013 |
10.26%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart