Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| THE 401K RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES Tactical Asset Allocation Moderate | NA | 28.17% | 7.18% | 10.38% | 7.74% | 8.50% | 9.30% | 9.32% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE 401K RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 11/29/2024.
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 (%) | 0.77 | 28.17 | 7.18 | 10.38 | 7.74 | 8.50 | 9.30 | 9.32 | NA | 12.86 | 13.65 | -10.67 | 12.79 | 14.30 | 16.06 | -8.34 | 16.29 | 6.42 | 0.57 | 3.72 | 25.91 | 13.40 | -1.78 | 9.08 | 8.83 | 5.23 | 15.93 | 17.67 | 10.33 | 11.55 | 19.15 | -1.16 | 2.31 |
| Sharpe Ratio | NA | -0.04 | 0.17 | 0.46 | 0.41 | NA | NA | 0.66 | -0.03 | 0.44 | 0.94 | -0.88 | 1.06 | 0.68 | 1.58 | -0.74 | 3.26 | 0.69 | 0.05 | 0.36 | 2.84 | 1.23 | -0.11 | 0.89 | 0.59 | 0.46 | 1.22 | 1.56 | 1.48 | 1.25 | 2.99 | -1.30 | 0.01 |
| Standard Deviation(%) | NA | 13.97 | 12.62 | 14.40 | 12.48 | NA | NA | 11.00 | 10.00 | 14.25 | 10.03 | 13.75 | 12.04 | 20.64 | 9.27 | 13.11 | 4.81 | 8.95 | 11.79 | 10.22 | 9.12 | 10.89 | 16.83 | 10.14 | 14.81 | 9.42 | 10.63 | 9.25 | 5.53 | 8.50 | 6.16 | 1.74 | 0.05 |
| Draw Down(%) | NA | 10.17 | 14.44 | 18.17 | 22.62 | NA | NA | 22.62 | 4.81 | 9.19 | 8.77 | 15.67 | 7.37 | 22.62 | 5.75 | 18.95 | 1.52 | 7.12 | 10.09 | 7.58 | 5.95 | 8.76 | 15.85 | 8.46 | 17.20 | 6.34 | 7.97 | 12.43 | 4.69 | 8.21 | 4.89 | 2.44 | 0.00 |
| Yield(%) | NA | 5.86 | 5.20 | 4.88 | 5.18 | NA | NA | 0.00 | NA | 1.05 | 6.06 | 2.66 | 8.55 | 2.03 | 7.08 | 6.32 | 6.54 | 3.91 | 4.52 | 6.38 | 6.39 | 1.80 | 1.27 | 1.36 | 1.09 | 3.04 | 7.11 | 6.38 | 3.47 | 2.03 | 1.69 | 1.07 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE 401K RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES Tactical Asset Allocation Moderate |
1.17%
Mar 2017 - Mar 2020 |
2.95%
Mar 2015 - Mar 2020 |
5.36%
Oct 2013 - Oct 2023 |
6.76%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE 401K RETIREMENT SAVINGS PLAN FOR YOH CONTRACT EMPLOYEES Tactical Asset Allocation Moderate |
18.20%
Oct 2004 - Oct 2007 |
15.07%
Oct 2002 - Oct 2007 |
11.97%
Apr 2003 - Apr 2013 |
11.12%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart