Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 21.63% | 0.59% | 5.38% | 4.30% | 5.20% | 5.97% | 6.37% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST 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 (%) | -0.87 | 21.63 | 0.59 | 5.38 | 4.30 | 5.20 | 5.97 | 6.37 | NA | 5.64 | 11.28 | -14.61 | 6.63 | 16.02 | 12.84 | -4.24 | 6.10 | 4.90 | -1.47 | 0.95 | 15.06 | 6.10 | 5.10 | 4.52 | 10.67 | -1.18 | 11.88 | 12.05 | 9.19 | 10.84 | 16.76 | -2.38 | 6.77 |
| Sharpe Ratio | NA | 0.00 | -0.33 | 0.02 | 0.04 | NA | NA | 0.11 | 0.02 | -0.12 | 0.83 | -1.13 | 0.03 | 2.08 | 2.66 | -0.77 | 0.85 | 1.07 | -0.27 | 0.15 | 2.08 | 0.95 | 0.60 | 0.44 | 1.26 | -0.22 | 0.98 | 1.22 | 1.28 | 1.22 | 2.25 | -0.63 | 0.92 |
| Standard Deviation(%) | NA | 7.87 | 10.55 | 90.74 | 64.25 | NA | NA | 41.87 | 5.69 | 7.93 | 8.47 | 14.10 | 202.10 | 7.59 | 4.30 | 7.25 | 6.42 | 4.38 | 5.45 | 6.04 | 7.23 | 6.35 | 8.43 | 10.18 | 8.40 | 9.53 | 9.05 | 7.20 | 5.49 | 8.12 | 7.16 | 5.55 | 4.83 |
| Draw Down(%) | NA | 5.46 | 20.97 | 63.42 | 63.42 | NA | NA | 63.42 | 0.46 | 5.46 | 9.39 | 21.53 | 55.18 | 8.35 | 2.91 | 9.51 | 7.35 | 3.54 | 5.97 | 5.63 | 5.52 | 5.25 | 4.89 | 9.17 | 4.23 | 13.62 | 5.55 | 7.17 | 3.94 | 6.71 | 3.47 | 6.79 | 3.35 |
| Yield(%) | NA | 2.95 | 2.72 | 3.62 | 3.01 | NA | NA | 3.65 | NA | 0.78 | 2.79 | 3.04 | 1.75 | 6.37 | 3.77 | 1.38 | 0.14 | 2.60 | 2.73 | 5.05 | 1.67 | 4.34 | 2.23 | 3.44 | 3.75 | 5.89 | 6.02 | 5.77 | 4.75 | 4.80 | 3.87 | 1.08 | 5.97 |
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 |
|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
-22.90%
Jan 2021 - Jan 2024 |
0.31%
Sep 2017 - Sep 2022 |
2.49%
Oct 2013 - Oct 2023 |
3.72%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AARONS INC. EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
39.11%
Jan 2018 - Jan 2021 |
25.15%
Jan 2016 - Jan 2021 |
14.59%
Jan 2011 - Jan 2021 |
11.94%
Jan 2006 - Jan 2021 |
Annualized Rolling Returns Comparison Chart