Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 13.24% | 1.37% | 6.48% | 6.40% | 7.55% | 8.09% | 8.40% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| YAPSTONE INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.42 | 13.24 | 1.37 | 6.48 | 6.40 | 7.55 | 8.09 | 8.40 | NA | -2.24 | 16.75 | -14.72 | 12.48 | 18.53 | 14.84 | -0.09 | 14.36 | 2.81 | 0.65 | 5.29 | 16.32 | 7.53 | 1.01 | 14.13 | 19.40 | -2.05 | 10.32 | 16.21 | 6.83 | 11.29 | 19.74 | 0.81 | 6.43 |
| Sharpe Ratio | NA | -0.62 | -0.41 | 0.30 | 0.38 | NA | NA | 0.70 | 0.05 | -0.83 | 1.48 | -1.52 | 1.37 | 1.95 | 2.51 | -0.06 | 2.69 | 0.49 | 0.10 | 0.90 | 2.33 | 1.35 | 0.08 | 1.08 | 1.66 | -0.32 | 0.74 | 1.61 | 0.65 | 1.28 | 3.49 | -0.06 | 1.28 |
| Standard Deviation(%) | NA | 10.56 | 9.97 | 9.71 | 10.83 | NA | NA | 9.49 | 13.75 | 10.62 | 8.47 | 10.58 | 9.09 | 9.38 | 5.35 | 24.05 | 5.10 | 5.34 | 6.47 | 5.85 | 6.98 | 5.55 | 11.74 | 13.06 | 11.62 | 9.27 | 9.86 | 8.01 | 7.12 | 8.11 | 5.45 | 5.29 | 3.23 |
| Draw Down(%) | NA | 8.50 | 14.58 | 16.07 | 16.07 | NA | NA | 16.07 | 1.15 | 8.50 | 6.88 | 16.07 | 4.68 | 9.37 | 2.13 | 15.95 | 2.12 | 5.32 | 5.70 | 4.06 | 7.50 | 4.12 | 11.15 | 9.52 | 5.52 | 11.23 | 7.07 | 6.54 | 4.55 | 10.71 | 2.14 | 7.06 | 2.65 |
| Yield(%) | NA | 1.70 | 2.52 | 3.73 | 3.09 | NA | NA | 4.13 | NA | 0.42 | 2.01 | 2.31 | 2.91 | 7.41 | 4.24 | 2.21 | 0.60 | 3.70 | 2.22 | 3.60 | 4.61 | 3.87 | 3.25 | 6.01 | 4.68 | 3.89 | 6.37 | 9.88 | 6.26 | 4.14 | 2.80 | 0.79 | 6.84 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Tactical Asset Allocation Moderate |
-0.90%
Dec 2021 - Dec 2024 |
4.48%
Dec 2013 - Dec 2018 |
5.82%
Oct 2013 - Oct 2023 |
6.78%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| YAPSTONE INC. 401K PLAN Tactical Asset Allocation Moderate |
15.26%
Dec 2018 - Dec 2021 |
14.08%
Oct 2002 - Oct 2007 |
10.81%
Apr 2003 - Apr 2013 |
9.68%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart