Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 10.75% | 16.98% | 16.07% | 8.72% | 8.29% | 9.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING 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 (%) | -1.41 | 10.75 | 16.98 | 16.07 | 8.72 | 8.29 | 9.72 | … | … | 0.14 | 6.43 | 62.09 | -9.93 | 15.95 | 14.13 | 7.06 | -9.22 | 10.05 | 8.54 | -6.36 | 2.36 | 15.44 | 6.33 | -0.08 | 10.97 | 24.09 | -3.50 | 19.33 | 16.33 | 12.09 | 17.26 | 31.82 | 11.87 | 3.82 |
| Sharpe Ratio | NA | 0.11 | 0.42 | 0.54 | 0.38 | NA | NA | … | … | 0.04 | -0.02 | 1.18 | -0.90 | 1.32 | 1.30 | 1.19 | -1.30 | 1.67 | 1.33 | -1.00 | 0.34 | 2.18 | 1.14 | -0.01 | 1.03 | 2.21 | -0.49 | 1.53 | 1.52 | 1.62 | 2.00 | 5.75 | 2.03 | 0.33 |
| Standard Deviation(%) | NA | 8.41 | 29.52 | 23.94 | 17.51 | NA | NA | … | … | 1.94 | 8.43 | 48.93 | 12.64 | 12.03 | 10.65 | 4.75 | 8.12 | 5.63 | 6.26 | 6.38 | 6.90 | 7.06 | 5.52 | 8.45 | 10.59 | 10.84 | 9.01 | 10.67 | 8.58 | 6.12 | 8.14 | 5.41 | 5.29 | 4.62 |
| Draw Down(%) | NA | 6.21 | 17.94 | 17.94 | 17.94 | NA | NA | … | … | 0.09 | 6.21 | 6.44 | 17.94 | 8.29 | 11.77 | 2.74 | 15.92 | 2.87 | 5.94 | 9.27 | 7.88 | 6.45 | 3.88 | 11.23 | 8.90 | 5.42 | 12.92 | 10.18 | 11.37 | 5.92 | 11.59 | 5.46 | 6.25 | 3.41 |
| Yield(%) | NA | 7.23 | 10.76 | 7.56 | 5.27 | NA | NA | … | … | NA | 3.66 | 7.56 | 15.07 | 9.08 | 3.68 | 1.74 | 3.21 | 0.44 | 4.17 | 4.15 | 3.36 | 6.47 | 5.78 | 6.93 | 4.33 | 5.17 | 3.95 | 9.26 | 9.71 | 6.00 | 3.61 | 5.73 | 4.30 | 7.13 |
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 |
|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.05%
Oct 2017 – Oct 2020 |
0.43%
Aug 2014 – Aug 2019 |
3.08%
Apr 2010 – Apr 2020 |
4.78%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MAIN LINE ALLERGY LLP 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
26.33%
Mar 2020 – Mar 2023 |
20.52%
Oct 2002 – Oct 2007 |
14.87%
Apr 2001 – Apr 2011 |
10.90%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart