Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TANGOE INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | NA | 3.14% | 1.59% | 4.85% | 3.10% | 5.88% | 7.62% | … | … |
Data as of 11/30/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TANGOE INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | 12/31/2000 | 02/28/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.01 | 3.14 | 1.59 | 4.85 | 3.10 | 5.88 | 7.62 | … | … | -2.40 | 7.84 | -11.19 | 8.60 | 15.77 | 12.07 | -5.76 | 8.38 | 1.76 | -3.67 | 1.98 | 9.40 | 7.65 | 4.01 | 13.99 | 26.09 | -6.76 | 24.15 | 21.55 | 10.86 | 14.84 | 28.51 | 10.72 | 8.79 |
| Sharpe Ratio | NA | 0.00 | -0.28 | 0.41 | 0.26 | NA | NA | … | … | -0.29 | 0.48 | -1.37 | 0.84 | 1.70 | 2.31 | -0.95 | 1.38 | 0.26 | -0.63 | 0.32 | 1.40 | 1.39 | 0.45 | 1.17 | 3.31 | -1.50 | 1.78 | 2.20 | 1.27 | 1.68 | 5.60 | 1.93 | 0.58 |
| Standard Deviation(%) | NA | 7.87 | 8.95 | 8.55 | 7.43 | NA | NA | … | … | 10.11 | 7.53 | 9.19 | 10.23 | 9.15 | 4.62 | 7.41 | 5.62 | 5.95 | 5.91 | 6.10 | 6.69 | 5.44 | 8.92 | 11.88 | 7.86 | 5.12 | 11.85 | 8.31 | 6.87 | 8.29 | 4.97 | 4.98 | 11.09 |
| Draw Down(%) | NA | 8.76 | 15.07 | 15.07 | 15.07 | NA | NA | … | … | 3.91 | 8.76 | 11.82 | 5.44 | 12.88 | 2.59 | 11.86 | 4.06 | 4.59 | 8.69 | 5.50 | 7.61 | 4.97 | 7.58 | 7.83 | 3.75 | 7.61 | 9.26 | 8.97 | 5.30 | 12.81 | 1.83 | 6.17 | 7.22 |
| Yield(%) | NA | 4.47 | 4.69 | 5.18 | 4.22 | NA | NA | … | … | 0.14 | 4.60 | 4.92 | 4.33 | 7.00 | 4.93 | 3.55 | 0.14 | 1.74 | 5.60 | 5.32 | 3.30 | 3.26 | 3.92 | 4.39 | 2.97 | 5.17 | 23.88 | 12.39 | 8.52 | 6.43 | 5.32 | 15.09 | 9.68 |
Data as of 11/30/2023, 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 |
|---|---|---|---|---|
| TANGOE INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
-0.01%
Dec 2013 – Dec 2016 |
0.42%
Dec 2013 – Dec 2018 |
2.69%
Oct 2013 – Oct 2023 |
4.93%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TANGOE INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
22.99%
Oct 2004 – Oct 2007 |
21.50%
Oct 2002 – Oct 2007 |
14.99%
Apr 2001 – Apr 2011 |
10.91%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart