Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/30/2023.
| Name | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 7.25% | NA | 0.61% | 7.87% | 10.29% | 7.18% | 7.76% | 8.25% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2024 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/30/2023.
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 | 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 (%) | 0.20 | 0.61 | 7.87 | 10.29 | 7.18 | 7.76 | 8.25 | 7.25 | 4.12 | 6.47 | -5.08 | 23.46 | 19.97 | 16.30 | -5.30 | 12.33 | 5.72 | -0.10 | 4.49 | 16.96 | 5.57 | 0.23 | 11.00 | 10.48 | 8.92 | 8.28 | 13.77 | 5.45 | 11.02 | 11.61 | -3.59 | -7.80 |
| Sharpe Ratio | NA | 0.88 | 0.63 | 0.96 | 0.76 | NA | NA | 0.76 | 0.37 | 0.31 | -0.62 | 1.84 | 1.47 | 2.68 | -0.93 | 2.73 | 0.86 | -0.02 | 0.70 | 2.60 | 1.05 | 0.02 | 1.22 | 1.12 | 1.08 | 0.53 | 1.43 | 0.55 | 1.42 | 1.48 | -0.68 | -1.13 |
| Standard Deviation(%) | NA | 7.58 | 10.35 | 10.42 | 8.63 | NA | NA | 8.14 | 9.63 | 7.05 | 10.49 | 12.72 | 13.40 | 5.56 | 7.12 | 4.28 | 6.40 | 7.51 | 6.39 | 6.50 | 5.27 | 8.44 | 8.95 | 9.23 | 7.37 | 9.88 | 7.35 | 6.01 | 7.11 | 7.40 | 6.91 | 8.94 |
| Draw Down(%) | NA | 6.30 | 13.76 | 15.18 | 15.18 | NA | NA | 17.38 | 1.91 | 6.30 | 13.76 | 4.41 | 15.18 | 3.04 | 10.45 | 1.84 | 4.04 | 7.20 | 4.73 | 5.17 | 4.42 | 9.38 | 7.96 | 7.67 | 4.92 | 5.65 | 7.55 | 3.85 | 5.81 | 6.90 | 8.26 | 12.84 |
| Yield(%) | NA | 4.75 | 9.98 | 7.22 | 5.46 | NA | NA | 4.45 | NA | 2.33 | 3.26 | 25.06 | 2.54 | 3.50 | 3.19 | 3.36 | 2.06 | 4.69 | 5.03 | 4.12 | 3.00 | 2.90 | 2.65 | 3.97 | 5.90 | 3.29 | 3.05 | 3.03 | 2.60 | 4.30 | 3.30 | 0.67 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
2.12%
Feb 2001 - Feb 2004 |
3.26%
Dec 2013 - Dec 2018 |
5.30%
Mar 2010 - Mar 2020 |
6.40%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Long Island Spince Specialists P.C 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
19.87%
Dec 2018 - Dec 2021 |
13.42%
Mar 2017 - Mar 2022 |
10.10%
May 2012 - May 2022 |
9.09%
Mar 2007 - Mar 2022 |
Annualized Rolling Returns Comparison Chart