Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apple 401K Tactical Asset Allocation Moderate | NA | -5.48% | 9.05% | 7.78% | 6.43% | 7.52% | 8.98% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apple 401K Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.73 | -5.48 | 9.05 | 7.78 | 6.43 | 7.52 | 8.98 | … | … | -12.04 | 9.03 | 22.25 | 13.58 | -2.39 | 9.96 | 9.12 | -7.56 | 2.24 | 14.73 | 13.24 | 1.04 | 14.89 | 19.28 | 2.37 | 9.06 | 14.74 | 9.03 | 16.30 | 22.56 | 0.23 | 4.76 |
| Sharpe Ratio | NA | -0.76 | 0.42 | 0.50 | 0.54 | NA | NA | … | … | -0.99 | 0.78 | 1.12 | 1.71 | -0.38 | 1.66 | 1.05 | -0.80 | 0.27 | 1.90 | 1.66 | 0.07 | 1.29 | 1.81 | 7.71 | 0.64 | 1.38 | 1.16 | 2.22 | 3.77 | -0.27 | 1.15 |
| Standard Deviation(%) | NA | 10.99 | 14.47 | 12.28 | 10.41 | NA | NA | … | … | 12.39 | 11.48 | 19.69 | 7.13 | 9.67 | 5.64 | 8.49 | 9.48 | 8.12 | 7.74 | 7.95 | 13.73 | 11.51 | 10.61 | 0.19 | 9.43 | 8.31 | 5.92 | 6.92 | 5.81 | 3.22 | 2.13 |
| Draw Down(%) | NA | 13.76 | 20.35 | 20.35 | 20.35 | NA | NA | … | … | 13.73 | 6.10 | 20.35 | 3.70 | 11.94 | 2.56 | 6.33 | 9.96 | 5.95 | 6.52 | 5.75 | 11.76 | 7.48 | 4.90 | 0.18 | 7.63 | 9.48 | 4.08 | 5.48 | 2.25 | 2.69 | 1.52 |
| Yield(%) | NA | 5.67 | 4.89 | 4.63 | 3.82 | NA | NA | … | … | 1.63 | 4.74 | 4.78 | 4.83 | 3.81 | 4.72 | 2.44 | 2.31 | 3.90 | 3.01 | 3.83 | 3.87 | 4.62 | 4.18 | 2.55 | 7.53 | 3.34 | 2.75 | 3.28 | 3.26 | 4.28 | 3.90 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| Apple 401K Tactical Asset Allocation Moderate |
0.72%
Oct 2013 – Oct 2016 |
2.05%
Dec 2013 – Dec 2018 |
5.35%
Mar 2010 – Mar 2020 |
7.07%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apple 401K Tactical Asset Allocation Moderate |
18.44%
Apr 2003 – Apr 2006 |
14.23%
Dec 2002 – Dec 2007 |
12.57%
Apr 2003 – Apr 2013 |
10.03%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart