Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Franklin Templeton Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate | NA | 17.66% | 3.20% | 9.61% | 6.29% | 7.35% | 9.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Franklin Templeton Profit Sharing 401(k) 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 (%) | -0.98 | 17.66 | 3.20 | 9.61 | 6.29 | 7.35 | 9.26 | … | … | 0.86 | 1.79 | 12.17 | -8.58 | 6.91 | 20.65 | 25.15 | -10.86 | 6.42 | 9.22 | -1.53 | 2.12 | 20.26 | 11.25 | 2.10 | 9.85 | 21.30 | 5.94 | 16.13 | 16.97 | 11.17 | 16.75 | 17.63 | 2.32 | -0.24 |
| Sharpe Ratio | NA | -0.32 | -0.12 | 0.30 | 0.37 | NA | NA | … | … | 0.08 | -0.45 | 0.91 | -0.78 | 0.62 | 1.20 | 2.33 | -1.11 | 1.05 | 1.14 | -0.16 | 0.25 | 2.58 | 1.38 | 0.14 | 0.89 | 2.07 | 0.85 | 1.18 | 1.69 | 1.58 | 2.02 | 2.98 | 0.37 | -0.69 |
| Standard Deviation(%) | NA | 10.43 | 10.80 | 12.39 | 10.87 | NA | NA | … | … | 9.87 | 10.56 | 8.73 | 12.76 | 11.17 | 17.05 | 10.21 | 10.94 | 5.53 | 7.93 | 9.87 | 8.39 | 7.84 | 8.14 | 14.60 | 10.95 | 10.25 | 5.88 | 11.16 | 8.13 | 5.68 | 7.81 | 5.68 | 3.29 | 3.69 |
| Draw Down(%) | NA | 9.07 | 12.46 | 23.03 | 23.03 | NA | NA | … | … | 0.75 | 9.07 | 6.82 | 14.58 | 5.72 | 23.03 | 4.52 | 17.74 | 3.28 | 6.03 | 9.00 | 6.57 | 3.62 | 6.24 | 13.09 | 10.82 | 6.09 | 3.01 | 11.82 | 11.34 | 5.28 | 9.92 | 2.63 | 3.40 | 6.30 |
| Yield(%) | NA | 6.76 | 5.60 | 6.78 | 5.15 | NA | NA | … | … | NA | 1.24 | 6.75 | 2.84 | 6.59 | 6.53 | 12.65 | 5.14 | 1.35 | 5.70 | 2.77 | 2.90 | 3.29 | 4.46 | 2.99 | 2.38 | 4.14 | 4.53 | 13.02 | 7.19 | 4.92 | 4.30 | 3.23 | 1.67 | 3.00 |
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 |
|---|---|---|---|---|
| Franklin Templeton Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate |
1.19%
Dec 2015 – Dec 2018 |
0.82%
Dec 2013 – Dec 2018 |
5.00%
Oct 2013 – Oct 2023 |
6.67%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Franklin Templeton Profit Sharing 401(k) Plan Tactical Asset Allocation Moderate |
19.24%
Oct 2004 – Oct 2007 |
16.37%
Oct 2002 – Oct 2007 |
13.76%
Sep 2003 – Sep 2013 |
11.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart