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- Rolling Returns
- Drawdowns
Holdings
Recommended Holdings on 10/31/2023 (Delayed Holdings)
Fund | Percentage |
---|---|
CASH (CASH) | 41.06% |
FCNTX (Fidelity Contrafund) | 16.71% |
FLPSX (FIDELITY LOW-PRICED STOCK FUND FIDELITY LOW-PRICED STOCK FUND) | 13.61% |
FOSFX (FIDELITY OVERSEAS FUND FIDELITY OVERSEAS FUND) | 28.62% |

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Historical Performance
ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Returns
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 5.61% | 0.93% | 4.35% | 3.60% | 6.79% | 7.95% | 8.18% |
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) | NA | 9.98% | 9.75% | 10.95% | 11.06% | 12.38% | 9.19% | 7.54% |
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) | NA | 6.25% | 1.68% | 4.40% | 4.69% | 6.67% | 5.54% | 5.08% |
Ticker/Portfolio | 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 | 2000 | 1999 | 1998 | 1997 | 1996 | 1995 | 1994 | 1993 | 1992 | 1991 | 1990 | 1989 | 1988 | 1987 | 1986 | 1985 | 1984 | 1983 | 1982 | 1981 | 1980 | 1979 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return (%) | ARISTOTLE INT... Moderate | -0.18 | 5.61 | 0.93 | 4.35 | 3.60 | 6.79 | 7.95 | 8.18 | NA | 1.51 | 16.68 | -18.16 | 6.65 | 18.94 | 14.79 | -2.86 | 15.99 | 1.17 | -6.70 | 2.50 | 12.02 | 10.24 | 4.42 | 10.19 | 29.52 | -6.48 | 21.94 | 17.50 | 17.65 | 8.59 | 16.74 | 4.90 | 5.76 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | -1.25 | 9.98 | 9.75 | 10.95 | 11.06 | 12.38 | 9.19 | 7.54 | NA | 24.84 | 26.12 | -18.24 | 28.53 | 18.74 | 31.33 | -4.55 | 21.66 | 11.83 | 1.23 | 13.52 | 32.17 | 15.82 | 1.96 | 14.91 | 26.52 | -37.02 | 5.39 | 15.64 | 4.77 | 10.74 | 28.50 | -22.17 | -12.03 | -9.05 | 21.08 | 28.62 | 33.18 | 22.87 | 37.45 | 1.18 | 10.15 | 8.24 | 32.05 | -3.33 | 28.37 | 14.92 | 3.97 | 9.30 | 22.60 | 3.67 | 17.07 | 19.25 | -8.55 | 27.89 | -2.07 | |
VSMGX (VANGUA...R SHARES) | -0.67 | 6.25 | 1.68 | 4.40 | 4.69 | 6.67 | 5.54 | 5.08 | NA | 10.28 | 15.51 | -16.01 | 10.08 | 13.59 | 19.30 | -6.28 | 14.86 | 7.09 | -2.21 | 6.38 | 14.73 | 9.78 | 0.12 | 13.14 | 20.35 | -26.49 | 7.21 | 13.30 | 5.68 | 11.76 | 22.40 | -10.34 | -4.78 | 1.27 | 14.09 | 21.59 | 17.90 | 10.77 | 26.58 | 2.04 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Sharpe Ratio | ARISTOTLE INT... Moderate | NA | 0.89 | -0.13 | 0.54 | 0.45 | NA | NA | 0.89 | NA | 0.15 | 1.56 | -1.96 | 0.69 | 1.57 | 2.35 | -0.51 | 3.00 | 0.23 | -1.06 | 0.40 | 2.01 | 2.79 | 0.53 | 0.95 | 3.05 | -1.03 | 1.51 | 1.35 | 2.19 | 0.78 | 2.66 | 0.64 | 0.61 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 0.85 | 0.91 | 0.82 | 0.67 | NA | NA | 0.46 | 0.62 | 1.67 | 1.73 | -0.82 | 2.17 | 0.53 | 2.39 | -0.35 | 3.16 | 0.89 | 0.08 | 1.19 | 2.90 | 1.25 | 0.08 | 0.82 | 0.97 | -0.92 | 0.14 | 1.22 | 0.24 | 0.88 | 1.63 | -0.90 | -0.68 | -0.60 | 0.97 | 1.23 | 1.61 | 1.62 | 4.31 | -0.19 | 0.90 | 0.57 | 1.91 | -0.55 | 1.71 | 0.59 | -0.01 | 0.30 | 1.47 | -0.26 | 0.79 | 0.63 | -1.30 | 1.17 | -3.84 | |
VSMGX (VANGUA...R SHARES) | NA | 0.90 | 0.70 | 0.53 | 0.51 | NA | NA | 0.51 | 1.04 | 0.87 | 1.45 | -1.22 | 1.32 | 0.70 | 2.77 | -0.87 | 3.75 | 0.83 | -0.26 | 1.01 | 2.16 | 1.23 | 0.01 | 1.18 | 1.12 | -0.98 | 0.39 | 1.34 | 0.49 | 1.49 | 2.09 | -0.75 | -0.59 | -0.24 | 1.06 | 1.56 | 1.56 | 0.91 | 4.18 | 4.60 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Standard Deviation(%) | ARISTOTLE INT... Moderate | NA | 7.75 | 9.13 | 9.30 | 7.87 | NA | NA | 8.11 | NA | 8.00 | 7.95 | 9.97 | 9.57 | 11.88 | 5.69 | 8.19 | 5.12 | 4.22 | 6.36 | 6.15 | 5.97 | 3.65 | 8.26 | 10.61 | 9.64 | 7.20 | 12.59 | 10.52 | 7.08 | 9.81 | 6.03 | 5.90 | 5.64 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 19.55 | 17.05 | 17.37 | 18.46 | NA | NA | 18.09 | 22.85 | 12.67 | 13.09 | 24.19 | 13.11 | 34.69 | 12.48 | 17.11 | 6.68 | 13.11 | 15.51 | 11.39 | 11.07 | 12.74 | 23.36 | 18.07 | 27.22 | 40.99 | 16.02 | 10.04 | 10.29 | 11.10 | 17.04 | 25.96 | 21.55 | 22.20 | 18.17 | 20.48 | 18.21 | 11.77 | 7.77 | 9.92 | 8.83 | 9.93 | 14.69 | 16.06 | 13.09 | 17.07 | 33.80 | 16.55 | 11.67 | 12.80 | 13.62 | 18.09 | 14.61 | 16.53 | 23.80 | |
VSMGX (VANGUA...R SHARES) | NA | 10.38 | 10.05 | 10.06 | 10.41 | NA | NA | 11.47 | 11.77 | 7.69 | 8.26 | 14.34 | 7.62 | 19.08 | 6.43 | 8.81 | 3.80 | 8.31 | 8.51 | 6.28 | 6.80 | 7.99 | 14.68 | 11.10 | 18.01 | 27.95 | 10.37 | 7.43 | 6.96 | 7.25 | 10.38 | 15.37 | 12.42 | 12.30 | 10.07 | 11.65 | 9.10 | 7.74 | 5.41 | 15.57 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Draw Down(%) | ARISTOTLE INT... Moderate | NA | 5.97 | 20.75 | 20.75 | 20.75 | NA | NA | 20.75 | NA | 1.63 | 5.97 | 18.72 | 6.10 | 14.82 | 3.34 | 9.72 | 1.83 | 4.86 | 10.37 | 5.76 | 4.23 | 2.68 | 5.76 | 9.58 | 4.76 | 12.58 | 10.56 | 14.27 | 6.37 | 12.31 | 5.16 | 6.79 | 5.19 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | 18.76 | 18.76 | 24.59 | 33.83 | NA | NA | 55.25 | 18.76 | 8.45 | 9.97 | 24.59 | 5.14 | 33.83 | 6.63 | 19.40 | 2.60 | 10.29 | 12.05 | 7.30 | 5.59 | 9.60 | 18.71 | 15.66 | 27.17 | 47.73 | 9.88 | 7.47 | 7.01 | 7.47 | 13.79 | 33.02 | 29.18 | 16.55 | 11.81 | 19.20 | 10.79 | 7.45 | 2.50 | 8.48 | 4.84 | 5.63 | 5.57 | 19.19 | 7.35 | 7.24 | 33.08 | 11.63 | 7.51 | 10.58 | 7.02 | 13.21 | 15.61 | 16.03 | 2.40 | |
VSMGX (VANGUA...R SHARES) | NA | 9.62 | 12.88 | 22.29 | 22.43 | NA | NA | 41.18 | 9.62 | 4.17 | 8.15 | 21.74 | 3.53 | 22.43 | 3.12 | 11.47 | 1.14 | 6.20 | 8.34 | 4.70 | 5.67 | 6.27 | 12.90 | 8.64 | 19.61 | 36.81 | 6.11 | 6.13 | 4.74 | 5.89 | 8.91 | 20.06 | 17.93 | 8.77 | 6.26 | 11.99 | 6.02 | 4.75 | 1.82 | 1.89 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
Yield(%) | ARISTOTLE INT... Moderate | NA | 3.62 | 3.01 | 3.01 | 2.84 | NA | NA | 3.40 | NA | 0.12 | 3.70 | 1.38 | 4.10 | 3.61 | 2.42 | 5.05 | 0.40 | 2.61 | 2.39 | 3.22 | 3.53 | 4.07 | 3.08 | 4.45 | 4.59 | 2.64 | 5.75 | 3.64 | 2.51 | 1.95 | 3.99 | 3.15 | 5.88 | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
VFINX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | |
VSMGX (VANGUA...R SHARES) | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA | NA |
Data as of 10/31/2023, AR inception is 12/31/2000
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ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Historical Return Chart
Calculators
Dollar Cost Average Calculator for ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate
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Rolling Returns
From 12/31/2000 to 01/30/2024, the worst annualized return of 3-year rolling returns for ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
-1.36%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 5-year rolling returns for ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
1.74%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 10-year rolling returns for ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
3.6%.
From 12/31/2000 to 01/30/2024, the worst annualized return of 20-year rolling returns for ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate is
7.95%.
Maximum Drawdown
ARISTOTLE INTERNATIONAL INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate Maximum Drawdown
Maximum Drawdowns Table
Start Date | Trough Date | Full Recovered Date | Duration of drawdown (year) | Maximum Drawdown (%) |
---|---|---|---|---|
2001-03 | 2001-04 | 2001-06 | 0.3 | 0.72% |
2001-10 | 2002-06 | 2002-08 | 0.8 | 3.86% |
2002-09 | 2002-11 | 2002-11 | 0.2 | 3.02% |
2002-12 | 2003-01 | 2003-01 | 0.1 | 0.34% |
2003-02 | 2003-03 | 2003-04 | 0.2 | 0.55% |
2003-06 | 2003-07 | 2003-07 | 0.1 | 3.43% |
2004-03 | 2004-07 | 2004-11 | 0.7 | 8.89% |
2004-12 | 2005-01 | 2005-01 | 0.1 | 0.33% |
2005-02 | 2005-04 | 2005-06 | 0.3 | 5.09% |
2005-09 | 2005-10 | 2005-10 | 0.1 | 2.89% |
2006-01 | 2006-02 | 2006-02 | 0.1 | 0.85% |
2006-04 | 2006-06 | 2006-10 | 0.5 | 5.56% |
2006-12 | 2007-01 | 2007-01 | 0.1 | 0.04% |
2007-07 | 2007-08 | 2007-08 | 0.1 | 1.08% |
2007-10 | 2008-10 | 2009-06 | 1.7 | 13.75% |
2009-09 | 2009-10 | 2009-10 | 0.1 | 1.15% |
2009-12 | 2010-01 | 2010-02 | 0.2 | 1.03% |
2010-04 | 2010-06 | 2010-09 | 0.4 | 7.04% |
2010-10 | 2010-11 | 2010-11 | 0.1 | 2.35% |
2010-12 | 2011-01 | 2011-01 | 0.1 | 0.65% |
2011-04 | 2011-09 | 2012-01 | 0.8 | 5.37% |
2012-02 | 2012-03 | 2012-03 | 0.1 | 0.16% |
2012-04 | 2012-06 | 2012-06 | 0.2 | 1.33% |
2013-04 | 2013-06 | 2013-06 | 0.2 | 2.28% |
2013-07 | 2013-08 | 2013-08 | 0.1 | 1.15% |
2013-12 | 2014-01 | 2014-01 | 0.1 | 1.38% |
2014-02 | 2014-04 | 2014-05 | 0.3 | 2.22% |
2014-06 | 2014-07 | 2014-07 | 0.1 | 0.96% |
2014-08 | 2015-09 | 2017-06 | 2.8 | 10.18% |
2018-01 | 2018-12 | 2019-03 | 1.2 | 6.99% |
2019-04 | 2019-05 | 2019-05 | 0.1 | 2.79% |
2019-07 | 2019-09 | 2019-09 | 0.2 | 0.68% |
2019-12 | 2020-03 | 2020-05 | 0.4 | 7.43% |
2020-08 | 2020-10 | 2020-10 | 0.2 | 2.77% |
2021-05 | 2021-06 | 2021-06 | 0.1 | 0.56% |
2021-08 | 2022-12 | 2024-01 | 2.4 | 19.39% |