Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Tactical Asset Allocation Moderate | NA | 20.12% | 1.73% | 6.68% | 5.57% | 7.33% | 7.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE HOME DEPOT FUTUREBUILDER 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 (%) | -0.94 | 20.12 | 1.73 | 6.68 | 5.57 | 7.33 | 7.91 | … | … | 37.69 | 14.12 | 13.55 | -15.79 | 15.04 | 10.63 | 19.28 | -7.60 | 9.18 | 10.20 | -4.40 | 9.07 | 16.81 | 11.76 | 1.78 | 13.51 | 16.26 | 1.08 | 8.82 | 14.80 | 5.84 | 15.35 | 10.40 | -2.78 | 3.34 |
| Sharpe Ratio | NA | 1.61 | 0.55 | 0.61 | 0.54 | NA | NA | … | … | 0.17 | 0.92 | 1.18 | -1.22 | 1.61 | 0.63 | 2.53 | -0.90 | 1.80 | 1.17 | -0.51 | 1.27 | 2.37 | 1.43 | 0.11 | 1.30 | 1.57 | 0.03 | 0.67 | 1.48 | 0.62 | 1.93 | 1.42 | -0.65 | 0.16 |
| Standard Deviation(%) | NA | 32.55 | 21.05 | 18.37 | 14.16 | NA | NA | … | … | 223.90 | 8.17 | 7.87 | 14.12 | 9.35 | 16.46 | 7.07 | 9.89 | 4.76 | 8.56 | 8.72 | 7.13 | 7.07 | 8.21 | 15.21 | 10.32 | 10.29 | 5.63 | 8.74 | 7.78 | 5.96 | 7.46 | 6.86 | 6.00 | 6.32 |
| Draw Down(%) | NA | 4.83 | 16.70 | 22.18 | 22.18 | NA | NA | … | … | 0.70 | 4.83 | 6.50 | 18.43 | 3.52 | 22.18 | 3.11 | 14.80 | 2.51 | 6.48 | 10.53 | 4.75 | 4.02 | 6.07 | 13.61 | 7.73 | 4.94 | 4.90 | 6.23 | 8.88 | 5.01 | 6.12 | 7.25 | 6.50 | 5.39 |
| Yield(%) | NA | 3.38 | 5.25 | 5.98 | 4.34 | NA | NA | … | … | NA | 1.30 | 3.22 | 2.81 | 9.91 | 7.71 | 6.86 | 3.34 | 3.05 | 3.25 | 1.66 | 2.51 | 3.38 | 2.27 | 5.35 | 3.14 | 3.42 | 4.59 | 5.42 | 3.34 | 4.01 | 3.80 | 3.22 | 4.41 | 5.93 |
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 |
|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Tactical Asset Allocation Moderate |
0.25%
Apr 2021 – Apr 2024 |
2.10%
Mar 2015 – Mar 2020 |
4.63%
Oct 2013 – Oct 2023 |
6.48%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE HOME DEPOT FUTUREBUILDER Tactical Asset Allocation Moderate |
14.93%
Dec 2018 – Dec 2021 |
13.21%
Jun 2009 – Jun 2014 |
10.87%
Sep 2003 – Sep 2013 |
9.56%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart