Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 15.29% | 8.89% | 7.74% | 5.78% | 7.66% | 8.64% | … | … |
Data as of 08/31/2021, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/29/2021 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.64 | 15.29 | 8.89 | 7.74 | 5.78 | 7.66 | 8.64 | … | … | 4.21 | 18.74 | 8.94 | -3.57 | 12.79 | 1.31 | -4.84 | 4.59 | 9.82 | 5.40 | 1.12 | 6.15 | 23.15 | -1.26 | 21.81 | 20.33 | 9.73 | 11.30 | 24.36 | 3.08 | 6.62 |
| Sharpe Ratio | NA | 0.86 | 1.14 | 1.02 | 0.80 | NA | NA | … | … | 0.44 | 2.11 | 1.41 | -0.70 | 2.64 | 0.25 | -0.83 | 0.78 | 1.39 | 1.17 | 0.16 | 0.59 | 2.56 | -0.37 | 1.68 | 2.11 | 1.43 | 1.27 | 4.91 | 0.45 | 1.08 |
| Standard Deviation(%) | NA | 9.30 | 8.02 | 7.22 | 6.47 | NA | NA | … | … | 9.54 | 8.77 | 5.33 | 6.97 | 4.61 | 4.34 | 5.90 | 5.90 | 7.03 | 4.57 | 6.70 | 10.34 | 9.00 | 5.87 | 11.20 | 8.07 | 5.27 | 8.15 | 4.82 | 4.36 | 4.00 |
| Draw Down(%) | NA | 6.65 | 8.63 | 8.86 | 8.86 | NA | NA | … | … | 6.65 | 8.63 | 3.54 | 8.86 | 3.13 | 4.03 | 8.43 | 4.98 | 5.46 | 4.29 | 6.22 | 8.66 | 4.18 | 5.79 | 8.40 | 11.18 | 4.87 | 8.93 | 2.24 | 6.57 | 3.67 |
| Yield(%) | NA | 3.62 | 4.42 | 3.16 | 3.06 | NA | NA | … | … | 0.44 | 4.86 | 6.36 | 3.69 | 0.25 | 2.76 | 2.00 | 5.63 | 2.11 | 2.80 | 2.75 | 2.53 | 3.94 | 3.07 | 8.74 | 5.17 | 3.80 | 2.49 | 5.12 | 4.15 | 6.13 |
Data as of 08/31/2021, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.33%
Nov 2013 – Nov 2016 |
1.61%
May 2014 – May 2019 |
3.63%
Mar 2010 – Mar 2020 |
6.96%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HOME SAVINGS AND LOAN COMPANY 401(k) SAVINGS PLAN Tactical Asset Allocation Moderate |
20.82%
Oct 2004 – Oct 2007 |
18.77%
Oct 2002 – Oct 2007 |
12.47%
Apr 2001 – Apr 2011 |
9.68%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart