Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 7.83% | 8.37% | 6.56% | 6.17% | 7.31% | 7.84% | … | … |
Data as of 06/30/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 09/17/2025 |
| 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 (%) | 0.84 | 7.83 | 8.37 | 6.56 | 6.17 | 7.31 | 7.84 | … | … | 14.29 | 2.17 | 13.25 | -17.40 | 13.08 | 14.21 | 15.05 | -0.73 | 14.73 | 3.27 | -0.06 | 6.82 | 17.21 | 8.59 | 3.87 | 11.51 | 20.94 | -1.35 | 8.18 | 17.14 | 3.52 | 11.19 | 23.78 | 2.59 | 9.54 |
| Sharpe Ratio | NA | 0.13 | 0.39 | 0.32 | 0.44 | NA | NA | … | … | 0.66 | -0.08 | 0.89 | -1.15 | 1.21 | 1.11 | 2.97 | -0.28 | 3.09 | 0.65 | -0.01 | 1.15 | 2.31 | 1.48 | 0.40 | 0.95 | 2.47 | -0.67 | 0.52 | 2.03 | 0.19 | 1.09 | 3.46 | 0.20 | 0.75 |
| Standard Deviation(%) | NA | 18.16 | 16.33 | 15.19 | 12.13 | NA | NA | … | … | 18.53 | 17.07 | 10.82 | 16.43 | 10.82 | 12.54 | 4.57 | 7.65 | 4.56 | 4.71 | 6.22 | 5.91 | 7.42 | 5.77 | 9.56 | 12.04 | 8.45 | 3.47 | 9.61 | 6.77 | 6.77 | 9.35 | 6.66 | 7.05 | 9.47 |
| Draw Down(%) | NA | 17.56 | 17.56 | 23.28 | 23.28 | NA | NA | … | … | 17.56 | 12.46 | 9.67 | 21.71 | 5.74 | 14.11 | 2.15 | 8.61 | 1.67 | 4.49 | 5.75 | 4.04 | 6.82 | 5.17 | 9.07 | 9.30 | 4.24 | 3.25 | 6.41 | 5.37 | 5.24 | 9.09 | 2.36 | 9.50 | 11.56 |
| Yield(%) | NA | 2.83 | 4.41 | 4.59 | 4.21 | NA | NA | … | … | NA | 0.53 | 3.04 | 4.04 | 5.48 | 5.07 | 5.24 | 3.25 | 6.06 | 3.03 | 2.53 | 4.64 | 3.93 | 2.80 | 2.50 | 2.58 | 3.10 | 2.54 | 5.26 | 9.93 | 7.90 | 2.17 | 1.66 | 0.60 | 3.00 |
Data as of 06/30/2025, 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 |
|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Tactical Asset Allocation Moderate |
-2.25%
Jun 2021 – Jun 2024 |
3.41%
Sep 2018 – Sep 2023 |
4.68%
Jun 2014 – Jun 2024 |
6.38%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DECEUNINCK NORTH AMERICA INC. 401K PLAN Tactical Asset Allocation Moderate |
14.81%
Apr 2003 – Apr 2006 |
13.32%
Oct 2002 – Oct 2007 |
11.31%
Apr 2003 – Apr 2013 |
9.94%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart