Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Full Sail 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 20.39% | -1.31% | 4.08% | 3.35% | 4.38% | 6.22% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Full Sail 401(k) 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 (%) | -0.99 | 20.39 | -1.31 | 4.08 | 3.35 | 4.38 | 6.22 | … | … | 0.09 | 3.38 | 12.76 | -17.33 | 5.68 | 13.64 | 5.08 | -5.86 | 14.27 | 5.95 | -3.96 | 2.34 | 12.42 | 8.29 | -0.24 | 5.93 | 26.88 | -4.88 | 20.56 | 12.95 | 5.01 | 11.44 | 20.05 | 5.01 | 6.60 |
| Sharpe Ratio | NA | -0.25 | -0.24 | 0.03 | 0.10 | NA | NA | … | … | 0.01 | -0.38 | 0.28 | -1.33 | 0.56 | 1.51 | 0.74 | -0.95 | 2.46 | 1.11 | -0.78 | 0.40 | 1.72 | 1.51 | -0.04 | 0.51 | 2.52 | -0.96 | 1.37 | 1.11 | 0.48 | 1.42 | 3.63 | 1.52 | 1.06 |
| Standard Deviation(%) | NA | 8.31 | 20.08 | 16.67 | 12.47 | NA | NA | … | … | 5.37 | 8.40 | 30.79 | 14.04 | 10.14 | 8.88 | 4.99 | 7.57 | 5.55 | 5.17 | 5.09 | 5.73 | 7.20 | 5.45 | 7.59 | 11.56 | 10.61 | 6.06 | 12.79 | 8.69 | 5.89 | 7.38 | 5.34 | 2.57 | 4.05 |
| Draw Down(%) | NA | 7.00 | 23.24 | 27.74 | 27.74 | NA | NA | … | … | 0.49 | 6.93 | 16.34 | 22.46 | 7.78 | 10.47 | 3.71 | 11.68 | 3.13 | 3.25 | 7.94 | 5.65 | 6.59 | 4.63 | 6.95 | 9.56 | 4.97 | 7.91 | 11.23 | 12.05 | 4.55 | 6.85 | 2.53 | 1.60 | 2.79 |
| Yield(%) | NA | 2.71 | 2.32 | 2.82 | 2.95 | NA | NA | … | … | NA | 0.53 | 2.63 | 1.93 | 1.90 | 3.29 | 4.51 | 3.26 | 0.17 | 2.90 | 4.73 | 3.96 | 2.35 | 4.25 | 1.72 | 3.99 | 4.34 | 2.75 | 12.68 | 8.71 | 4.56 | 4.06 | 3.31 | 4.70 | 6.55 |
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 |
|---|---|---|---|---|
| Full Sail 401(k) Savings Plan Tactical Asset Allocation Moderate |
-2.66%
Apr 2021 – Apr 2024 |
-1.50%
Sep 2017 – Sep 2022 |
1.56%
Sep 2013 – Sep 2023 |
3.58%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Full Sail 401(k) Savings Plan Tactical Asset Allocation Moderate |
16.65%
Oct 2004 – Oct 2007 |
15.22%
Oct 2002 – Oct 2007 |
11.04%
Apr 2001 – Apr 2011 |
9.04%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart