Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BIRDSALL, INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -5.69% | 7.00% | 6.34% | 7.96% | 8.38% | 9.16% | … | … |
Data as of 01/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BIRDSALL, INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/24/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.91 | -5.69 | 7.00 | 6.34 | 7.96 | 8.38 | 9.16 | … | … | 2.02 | -14.60 | 6.05 | 27.59 | 19.36 | -1.69 | 13.81 | 6.23 | -0.15 | 10.11 | 16.26 | 10.37 | 3.47 | 8.21 | 15.74 | 6.17 | 9.94 | 12.00 | 5.07 | 12.93 | 16.39 | -3.09 | 0.35 |
| Sharpe Ratio | NA | -0.61 | 0.50 | 0.38 | 0.57 | NA | NA | … | … | 0.04 | -1.03 | 0.50 | 1.27 | 2.45 | -0.25 | 2.23 | 0.67 | -0.02 | 1.24 | 2.05 | 1.35 | 0.20 | 0.78 | 1.59 | 0.82 | 0.68 | 1.05 | 0.43 | 1.44 | 2.03 | -0.66 | -0.32 |
| Standard Deviation(%) | NA | 14.95 | 14.19 | 14.38 | 11.84 | NA | NA | … | … | 10.54 | 15.53 | 12.14 | 21.60 | 7.34 | 12.11 | 5.91 | 9.01 | 9.25 | 8.12 | 7.93 | 7.66 | 16.80 | 10.45 | 9.86 | 6.37 | 10.27 | 8.31 | 6.70 | 8.32 | 7.73 | 6.39 | 6.22 |
| Draw Down(%) | NA | 14.87 | 21.56 | 22.87 | 22.87 | NA | NA | … | … | 7.47 | 20.18 | 8.05 | 22.87 | 3.61 | 15.48 | 2.15 | 7.36 | 9.04 | 4.78 | 5.18 | 5.72 | 15.50 | 8.53 | 4.77 | 3.60 | 7.32 | 9.56 | 5.01 | 7.31 | 5.05 | 8.54 | 8.46 |
| Yield(%) | NA | 4.05 | 11.90 | 8.06 | 6.31 | NA | NA | … | … | 0.30 | 3.65 | 20.54 | 5.35 | 2.24 | 2.30 | 2.71 | 10.60 | 5.61 | 3.07 | 1.47 | 3.44 | 1.80 | 2.71 | 3.83 | 4.61 | 4.33 | 3.68 | 3.25 | 2.53 | 3.17 | 5.39 | 5.23 |
Data as of 01/31/2023, 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 |
|---|---|---|---|---|
| BIRDSALL, INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
3.80%
Mar 2017 – Mar 2020 |
3.66%
Mar 2015 – Mar 2020 |
6.53%
Mar 2010 – Mar 2020 |
7.67%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BIRDSALL, INC. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
17.33%
Dec 2018 – Dec 2021 |
14.12%
Feb 2016 – Feb 2021 |
10.79%
Sep 2011 – Sep 2021 |
10.26%
Dec 2005 – Dec 2020 |
Annualized Rolling Returns Comparison Chart