Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STANLEY STEEMER 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 8.81% | 10.40% | 8.14% | 10.69% | 11.22% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STANLEY STEEMER 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 8.81 | 10.40 | 8.14 | 10.69 | 11.22 | NA | … | … | -0.16 | 14.53 | 8.22 | 0.11 | 5.57 | 15.80 | 16.80 | 2.41 | 15.46 | 25.66 | 2.93 | 11.28 | 18.94 | 7.07 | 12.82 | 13.26 | 6.53 | 2.89 |
| Sharpe Ratio | NA | 0.03 | 0.97 | 0.74 | 1.05 | NA | NA | … | … | -0.16 | 2.98 | 0.91 | 0.01 | 0.72 | 2.16 | 2.15 | 0.15 | 1.31 | 2.12 | 0.33 | 0.79 | 1.89 | 0.70 | 1.46 | 2.18 | 1.12 | 0.08 |
| Standard Deviation(%) | NA | 7.76 | 7.48 | 7.81 | 9.83 | NA | NA | … | … | 8.16 | 4.66 | 8.82 | 9.17 | 7.75 | 7.31 | 7.80 | 16.36 | 11.69 | 12.06 | 5.96 | 10.32 | 8.21 | 6.89 | 8.09 | 5.76 | 4.79 | 5.84 |
| Draw Down(%) | NA | 6.48 | 8.65 | 12.00 | 13.92 | NA | NA | … | … | 6.48 | 1.78 | 7.70 | 10.21 | 7.06 | 8.02 | 5.41 | 13.92 | 7.24 | 5.31 | 5.01 | 6.31 | 6.73 | 4.21 | 10.27 | 5.29 | 2.44 | 6.05 |
| Yield(%) | NA | 3.97 | 4.93 | 4.82 | 4.70 | NA | NA | … | … | 0.88 | 4.75 | 5.60 | 6.30 | 5.07 | 3.18 | 4.76 | 2.65 | 4.58 | 5.41 | 9.12 | 8.88 | 9.41 | 4.74 | 4.53 | 3.87 | 5.86 | 8.00 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| STANLEY STEEMER 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
4.30%
Oct 2013 – Oct 2016 |
5.75%
Oct 2013 – Oct 2018 |
10.06%
Oct 2007 – Oct 2017 |
10.10%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STANLEY STEEMER 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
17.26%
Mar 2009 – Mar 2012 |
15.62%
Feb 2009 – Feb 2014 |
13.48%
Apr 2003 – Apr 2013 |
11.62%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart