Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Eykon Wall Source Inc 401K Plan Tactical Asset Allocation Moderate | NA | 21.89% | 1.81% | 5.86% | 4.26% | 5.43% | 5.66% | 6.65% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Eykon Wall Source Inc 401K Plan 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 (%) | -0.78 | 21.89 | 1.81 | 5.86 | 4.26 | 5.43 | 5.66 | 6.65 | NA | 7.40 | 15.35 | -14.76 | 4.57 | 14.40 | 10.33 | -1.16 | 5.28 | 3.56 | -3.11 | 1.89 | 15.57 | 9.04 | 4.08 | 4.67 | 13.99 | -7.15 | 10.96 | 12.42 | 2.08 | 10.77 | 19.63 | 9.99 | 6.26 |
| Sharpe Ratio | NA | 0.24 | -0.14 | 0.23 | 0.27 | NA | NA | 0.67 | 0.06 | 0.09 | 1.45 | -1.15 | 0.47 | 1.59 | 2.18 | -0.32 | 0.88 | 0.69 | -0.53 | 0.30 | 2.66 | 2.46 | 0.55 | 0.52 | 1.40 | -1.78 | 0.92 | 1.38 | -0.01 | 1.26 | 3.11 | 1.92 | 0.65 |
| Standard Deviation(%) | NA | 9.22 | 10.66 | 10.16 | 8.23 | NA | NA | 7.44 | 7.69 | 9.27 | 7.65 | 14.01 | 9.76 | 8.90 | 4.10 | 7.60 | 5.26 | 4.87 | 5.88 | 6.36 | 5.85 | 3.66 | 7.41 | 8.79 | 9.93 | 4.54 | 8.69 | 6.63 | 6.08 | 7.82 | 6.10 | 4.62 | 6.06 |
| Draw Down(%) | NA | 7.63 | 17.04 | 22.01 | 22.01 | NA | NA | 22.01 | 0.62 | 7.63 | 6.43 | 18.29 | 7.71 | 10.25 | 3.10 | 7.87 | 3.62 | 4.64 | 7.31 | 5.33 | 3.91 | 2.81 | 6.45 | 8.10 | 5.70 | 8.27 | 6.36 | 6.82 | 5.38 | 6.45 | 3.00 | 3.00 | 6.68 |
| Yield(%) | NA | 4.45 | 4.43 | 6.35 | 4.50 | NA | NA | 4.36 | NA | 0.56 | 4.84 | 4.22 | 3.28 | 7.05 | 12.76 | 2.37 | 0.23 | 2.37 | 3.30 | 4.96 | 4.55 | 5.06 | 2.98 | 2.87 | 0.81 | 2.78 | 5.11 | 7.32 | 4.40 | 2.94 | 2.99 | 4.87 | 7.67 |
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 |
|---|---|---|---|---|
| Eykon Wall Source Inc 401K Plan Tactical Asset Allocation Moderate |
0.20%
Sep 2019 - Sep 2022 |
1.21%
Sep 2017 - Sep 2022 |
2.63%
Oct 2013 - Oct 2023 |
3.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Eykon Wall Source Inc 401K Plan Tactical Asset Allocation Moderate |
13.38%
Dec 2001 - Dec 2004 |
12.37%
Oct 2002 - Oct 2007 |
8.62%
Apr 2001 - Apr 2011 |
7.26%
Jul 2002 - Jul 2017 |
Annualized Rolling Returns Comparison Chart