Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| OPS 401K 58611 Tactical Asset Allocation Moderate | NA | 22.16% | 1.31% | 6.73% | 5.15% | 5.67% | 6.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| OPS 401K 58611 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 (%) | -0.96 | 22.16 | 1.31 | 6.73 | 5.15 | 5.67 | 6.25 | … | … | 0.43 | 7.76 | 13.36 | -15.98 | 9.53 | 19.10 | 9.40 | -6.43 | 15.78 | 5.96 | -3.90 | 2.55 | 10.74 | 5.50 | 5.10 | 7.67 | 26.38 | 0.09 | 9.91 | 4.96 | -0.88 | 8.39 | 13.90 | 0.21 | 8.94 |
| Sharpe Ratio | NA | 0.31 | -0.22 | 0.34 | 0.40 | NA | NA | … | … | 0.06 | 0.14 | 1.03 | -1.18 | 0.97 | 2.12 | 1.52 | -1.10 | 3.19 | 1.02 | -0.78 | 0.41 | 1.45 | 0.88 | 0.59 | 0.74 | 2.81 | -0.13 | 0.79 | 0.43 | -0.70 | 1.43 | 2.93 | -0.14 | 1.69 |
| Standard Deviation(%) | NA | 8.48 | 11.05 | 10.43 | 8.37 | NA | NA | … | … | 6.63 | 8.55 | 8.81 | 14.69 | 9.83 | 8.89 | 5.26 | 7.02 | 4.75 | 5.63 | 5.04 | 6.24 | 7.41 | 6.21 | 8.54 | 10.25 | 9.35 | 6.62 | 8.77 | 3.93 | 4.34 | 5.20 | 4.51 | 6.52 | 3.93 |
| Draw Down(%) | NA | 5.04 | 20.49 | 22.59 | 22.59 | NA | NA | … | … | 0.50 | 4.97 | 8.87 | 21.43 | 6.32 | 8.90 | 4.32 | 12.71 | 1.92 | 4.05 | 7.24 | 5.76 | 7.30 | 4.99 | 4.22 | 7.89 | 4.04 | 7.80 | 7.90 | 2.95 | 3.68 | 5.10 | 3.15 | 7.16 | 2.46 |
| Yield(%) | NA | 3.42 | 3.78 | 3.42 | 3.07 | NA | NA | … | … | NA | 0.35 | 3.52 | 3.74 | 3.69 | 2.61 | 3.63 | 3.67 | 2.09 | 1.88 | 2.77 | 3.22 | 2.32 | 4.21 | 2.99 | 3.25 | 4.55 | 3.93 | 3.26 | 3.69 | 3.80 | 5.07 | 5.72 | 4.54 | 4.87 |
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 |
|---|---|---|---|---|
| OPS 401K 58611 Tactical Asset Allocation Moderate |
0.21%
Apr 2021 – Apr 2024 |
1.48%
Sep 2017 – Sep 2022 |
3.50%
Oct 2013 – Oct 2023 |
5.09%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| OPS 401K 58611 Tactical Asset Allocation Moderate |
14.11%
Sep 2022 – Sep 2025 |
11.48%
Feb 2009 – Feb 2014 |
8.05%
Aug 2004 – Aug 2014 |
7.70%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart