Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PARKER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 15.70% | 2.55% | 5.25% | 3.62% | 4.74% | 5.59% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PARKER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 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 (%) | -1.28 | 15.70 | 2.55 | 5.25 | 3.62 | 4.74 | 5.59 | … | … | 0.44 | 5.47 | 11.00 | -13.90 | 14.46 | 11.04 | 6.53 | -7.34 | 12.27 | 2.90 | -4.64 | 3.03 | 12.58 | 5.58 | 2.69 | 9.00 | 15.64 | -0.27 | 8.72 | 12.88 | 3.65 | 9.34 | 17.98 | 1.05 | 6.98 |
| Sharpe Ratio | NA | -0.01 | -0.42 | 0.27 | 0.23 | NA | NA | … | … | 0.04 | -0.13 | 0.89 | -1.61 | 1.30 | 0.97 | 1.04 | -1.27 | 2.41 | 0.49 | -0.94 | 0.58 | 2.05 | 1.54 | 0.37 | 1.11 | 1.80 | -0.23 | 0.62 | 1.37 | 0.29 | 1.37 | 3.78 | -0.01 | 1.14 |
| Standard Deviation(%) | NA | 8.37 | 8.56 | 9.67 | 7.86 | NA | NA | … | … | 9.51 | 8.36 | 7.59 | 9.51 | 11.13 | 11.13 | 4.92 | 6.83 | 4.83 | 5.55 | 4.99 | 5.22 | 6.11 | 3.59 | 7.28 | 8.04 | 8.64 | 5.25 | 9.26 | 7.03 | 5.06 | 6.13 | 4.58 | 4.37 | 4.09 |
| Draw Down(%) | NA | 5.27 | 15.37 | 15.37 | 18.56 | NA | NA | … | … | 0.82 | 5.27 | 7.37 | 14.94 | 6.72 | 15.35 | 3.39 | 12.95 | 2.05 | 3.95 | 7.36 | 5.28 | 4.20 | 2.97 | 4.90 | 5.82 | 4.48 | 6.82 | 5.64 | 7.56 | 4.37 | 4.96 | 2.19 | 5.99 | 2.77 |
| Yield(%) | NA | 5.15 | 6.84 | 5.02 | 3.61 | NA | NA | … | … | NA | 0.94 | 4.84 | 3.50 | 12.06 | 2.20 | 2.33 | 2.53 | 0.22 | 2.14 | 2.18 | 3.69 | 3.31 | 3.65 | 2.53 | 4.30 | 4.91 | 3.35 | 5.35 | 3.99 | 3.04 | 2.95 | 2.66 | 5.13 | 6.93 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| PARKER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.75%
May 2017 – May 2020 |
-0.28%
Mar 2015 – Mar 2020 |
2.53%
Oct 2013 – Oct 2023 |
4.18%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PARKER RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
11.81%
Apr 2003 – Apr 2006 |
11.21%
Oct 2002 – Oct 2007 |
8.85%
Apr 2001 – Apr 2011 |
7.48%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart