Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| H&R Block Retirement Savings Plan Tactical Asset Allocation Moderate | NA | -0.03% | 1.46% | 2.15% | 2.69% | 4.69% | 5.58% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| H&R Block Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.63 | -0.03 | 1.46 | 2.15 | 2.69 | 4.69 | 5.58 | … | … | 0.66 | 11.80 | -15.13 | 7.28 | 11.37 | 9.56 | -1.91 | 13.07 | 3.74 | -0.78 | 0.45 | 12.06 | 6.41 | 1.84 | 7.54 | 16.49 | -2.91 | 11.76 | 10.02 | 7.81 | 11.08 | 17.26 | 0.67 | 6.54 |
| Sharpe Ratio | NA | 0.45 | -0.11 | 0.33 | 0.42 | NA | NA | … | … | 0.05 | 0.97 | -1.66 | 0.79 | 1.25 | 1.82 | -0.45 | 2.73 | 0.88 | -0.16 | 0.07 | 1.71 | 1.26 | 0.25 | 0.69 | 2.08 | -0.94 | 0.89 | 0.88 | 0.96 | 1.35 | 3.02 | -0.10 | 1.16 |
| Standard Deviation(%) | NA | 7.78 | 8.95 | 8.34 | 7.01 | NA | NA | … | … | 8.03 | 7.82 | 9.94 | 9.18 | 8.88 | 4.49 | 7.14 | 4.56 | 4.00 | 5.07 | 6.00 | 7.03 | 5.06 | 7.31 | 10.85 | 7.89 | 4.05 | 9.81 | 7.68 | 5.88 | 7.51 | 5.48 | 4.47 | 3.66 |
| Draw Down(%) | NA | 6.94 | 16.18 | 16.18 | 16.18 | NA | NA | … | … | 2.02 | 6.94 | 15.81 | 3.97 | 10.87 | 3.50 | 7.58 | 2.08 | 3.19 | 5.01 | 5.68 | 4.48 | 4.68 | 5.96 | 9.22 | 4.00 | 6.29 | 7.21 | 9.68 | 4.18 | 6.21 | 3.47 | 5.48 | 2.77 |
| Yield(%) | NA | 4.50 | 4.70 | 4.33 | 3.81 | NA | NA | … | … | 0.01 | 4.78 | 3.22 | 6.17 | 3.48 | 4.15 | 2.95 | 0.54 | 3.55 | 5.13 | 4.39 | 2.16 | 3.58 | 1.92 | 4.07 | 4.53 | 2.66 | 6.20 | 7.19 | 3.72 | 3.44 | 3.11 | 5.32 | 6.65 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| H&R Block Retirement Savings Plan Tactical Asset Allocation Moderate |
0.47%
Dec 2019 – Dec 2022 |
1.73%
Dec 2017 – Dec 2022 |
2.69%
Oct 2013 – Oct 2023 |
4.30%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| H&R Block Retirement Savings Plan Tactical Asset Allocation Moderate |
13.58%
Apr 2003 – Apr 2006 |
12.45%
Oct 2002 – Oct 2007 |
9.09%
Jul 2003 – Jul 2013 |
7.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart