Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VAN METER INDUSTRIAL INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 18.67% | 5.70% | 8.55% | 5.73% | 7.11% | 7.82% | 8.20% |
Data as of 12/29/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VAN METER INDUSTRIAL INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/08/2024 |
| 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 (%) | 0.59 | 18.67 | 5.70 | 8.55 | 5.73 | 7.11 | 7.82 | 8.20 | 3.68 | 19.07 | -7.95 | 7.30 | 13.03 | 13.38 | -2.42 | 11.71 | 2.17 | -0.65 | 4.53 | 13.86 | 9.29 | -1.37 | 7.77 | 21.55 | 3.70 | 7.55 | 18.57 | 4.77 | 15.84 | 22.93 | -3.32 | 6.02 |
| Sharpe Ratio | NA | 2.02 | 0.51 | 0.75 | 0.64 | NA | NA | 0.85 | 0.38 | 1.93 | -0.92 | 0.66 | 1.29 | 2.52 | -0.48 | 2.18 | 0.39 | -0.11 | 0.77 | 1.87 | 1.77 | -0.12 | 0.65 | 2.09 | 0.40 | 0.44 | 1.77 | 0.39 | 1.61 | 3.97 | -0.61 | 0.74 |
| Standard Deviation(%) | NA | 7.80 | 9.32 | 9.08 | 7.68 | NA | NA | 8.13 | 7.97 | 7.67 | 10.20 | 10.95 | 9.92 | 4.75 | 7.86 | 5.08 | 5.08 | 6.28 | 5.86 | 7.39 | 5.21 | 11.58 | 11.82 | 10.25 | 7.00 | 10.30 | 8.64 | 6.69 | 9.25 | 5.61 | 7.31 | 5.02 |
| Draw Down(%) | NA | 3.23 | 15.80 | 15.80 | 15.80 | NA | NA | 15.80 | 1.87 | 5.15 | 13.10 | 6.62 | 14.54 | 3.16 | 9.69 | 3.75 | 4.25 | 6.16 | 4.34 | 8.84 | 3.63 | 11.78 | 9.56 | 5.05 | 6.00 | 7.63 | 7.26 | 4.81 | 11.72 | 2.89 | 11.12 | 2.31 |
| Yield(%) | NA | 14.34 | 9.03 | 7.13 | 5.02 | NA | NA | 4.76 | 2.16 | 14.14 | 7.35 | 3.15 | 5.32 | 3.30 | 3.70 | 0.41 | 4.05 | 3.42 | 3.15 | 2.23 | 3.13 | 1.94 | 3.62 | 5.15 | 3.97 | 5.51 | 7.47 | 4.61 | 5.41 | 5.29 | 4.96 | 6.08 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| VAN METER INDUSTRIAL INC. 401K PLAN Tactical Asset Allocation Moderate |
1.99%
Dec 2013 - Dec 2016 |
2.44%
Mar 2015 - Mar 2020 |
4.37%
Apr 2010 - Apr 2020 |
5.91%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VAN METER INDUSTRIAL INC. 401K PLAN Tactical Asset Allocation Moderate |
16.11%
Mar 2003 - Mar 2006 |
15.26%
Oct 2002 - Oct 2007 |
11.12%
Jul 2002 - Jul 2012 |
9.67%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart