Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Freeman Webb Company, Realtors 401(k) Salary Reduction Plan Tactical Asset Allocation Moderate | NA | 24.25% | -1.17% | 4.05% | 4.11% | 5.81% | 6.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Freeman Webb Company, Realtors 401(k) Salary Reduction 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 (%) | -1.17 | 24.25 | -1.17 | 4.05 | 4.11 | 5.81 | 6.79 | … | … | -0.40 | 0.70 | 11.19 | -18.88 | 14.06 | 10.33 | 8.51 | -1.60 | 8.25 | 6.16 | -1.20 | 4.08 | 14.23 | 10.75 | -0.94 | 12.80 | 23.87 | -4.28 | 11.36 | 17.36 | 3.03 | 11.20 | 22.75 | -2.65 | 3.81 |
| Sharpe Ratio | NA | -0.47 | -0.50 | 0.01 | 0.16 | NA | NA | … | … | -0.05 | -0.53 | 0.59 | -1.26 | 1.34 | 1.01 | 1.42 | -0.36 | 1.18 | 1.15 | -0.19 | 0.65 | 2.08 | 1.98 | -0.10 | 0.86 | 2.51 | -1.09 | 0.86 | 1.83 | 0.12 | 1.31 | 4.11 | -0.89 | 0.60 |
| Standard Deviation(%) | NA | 10.95 | 13.13 | 12.07 | 9.64 | NA | NA | … | … | 8.60 | 11.05 | 11.78 | 16.02 | 10.45 | 10.00 | 4.99 | 8.09 | 6.46 | 5.18 | 6.64 | 6.26 | 6.81 | 5.39 | 9.63 | 14.74 | 9.47 | 4.76 | 9.68 | 7.71 | 7.30 | 7.81 | 5.37 | 4.21 | 2.49 |
| Draw Down(%) | NA | 10.92 | 21.76 | 25.28 | 25.28 | NA | NA | … | … | 0.95 | 10.83 | 13.55 | 23.81 | 5.40 | 14.63 | 2.54 | 8.11 | 6.28 | 3.58 | 7.53 | 5.54 | 6.34 | 3.91 | 11.12 | 11.80 | 5.02 | 8.21 | 7.33 | 5.60 | 5.23 | 9.97 | 2.53 | 7.20 | 2.66 |
| Yield(%) | NA | 2.66 | 5.26 | 4.80 | 4.14 | NA | NA | … | … | NA | 0.54 | 2.51 | 6.61 | 5.79 | 5.06 | 3.12 | 3.12 | 0.38 | 3.16 | 3.98 | 6.76 | 4.37 | 4.36 | 2.28 | 3.83 | 4.31 | 3.11 | 4.61 | 6.06 | 4.50 | 3.58 | 3.19 | 2.33 | 4.21 |
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 |
|---|---|---|---|---|
| Freeman Webb Company, Realtors 401(k) Salary Reduction Plan Tactical Asset Allocation Moderate |
-3.16%
Dec 2021 – Dec 2024 |
0.18%
Sep 2017 – Sep 2022 |
2.46%
Oct 2013 – Oct 2023 |
4.86%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Freeman Webb Company, Realtors 401(k) Salary Reduction Plan Tactical Asset Allocation Moderate |
14.12%
Oct 2004 – Oct 2007 |
13.96%
Oct 2002 – Oct 2007 |
10.83%
Apr 2003 – Apr 2013 |
9.53%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart