Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Polaris Electronics Inc. 401K Plan Tactical Asset Allocation Moderate | NA | 19.09% | 5.04% | 6.91% | 5.25% | 6.51% | 8.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Polaris Electronics Inc. 401K 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 (%) | -1.26 | 19.09 | 5.04 | 6.91 | 5.25 | 6.51 | 8.83 | … | … | 0.62 | 6.20 | 14.66 | -6.82 | 7.86 | 8.32 | 18.29 | -11.62 | 9.66 | 8.01 | -1.94 | 5.17 | 13.42 | 12.17 | 1.09 | 10.85 | 18.18 | 7.50 | 18.67 | 16.01 | 16.59 | 17.07 | 28.88 | -2.08 | -4.57 |
| Sharpe Ratio | NA | 0.10 | 0.07 | 0.31 | 0.34 | NA | NA | … | … | 0.07 | -0.05 | 1.38 | -0.70 | 0.79 | 0.46 | 2.85 | -1.37 | 1.94 | 0.94 | -0.22 | 0.76 | 1.82 | 1.45 | 0.08 | 1.05 | 1.95 | 1.12 | 1.27 | 1.41 | 2.29 | 2.06 | 5.05 | -0.38 | -0.55 |
| Standard Deviation(%) | NA | 8.15 | 9.35 | 11.54 | 9.79 | NA | NA | … | … | 7.79 | 8.18 | 7.51 | 11.79 | 9.95 | 17.43 | 5.93 | 9.45 | 4.65 | 8.27 | 8.87 | 6.74 | 7.34 | 8.34 | 13.48 | 10.23 | 9.25 | 5.87 | 12.30 | 9.05 | 6.29 | 7.81 | 5.58 | 8.41 | 12.54 |
| Draw Down(%) | NA | 4.90 | 13.20 | 21.71 | 21.71 | NA | NA | … | … | 0.55 | 4.90 | 6.83 | 13.79 | 5.25 | 21.71 | 2.99 | 18.02 | 2.39 | 5.74 | 9.20 | 5.90 | 4.96 | 6.35 | 12.86 | 8.22 | 5.22 | 3.15 | 9.41 | 12.78 | 5.04 | 8.72 | 4.06 | 10.03 | 15.48 |
| Yield(%) | NA | 5.65 | 4.45 | 3.98 | 4.44 | NA | NA | … | … | NA | 1.58 | 5.88 | 4.59 | 1.86 | 3.18 | 4.72 | 4.39 | 4.52 | 3.84 | 6.12 | 5.31 | 2.94 | 3.88 | 2.54 | 3.54 | 3.91 | 4.23 | 9.98 | 7.10 | 4.52 | 2.27 | 3.72 | 0.43 | 1.83 |
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 |
|---|---|---|---|---|
| Polaris Electronics Inc. 401K Plan Tactical Asset Allocation Moderate |
-0.73%
Mar 2017 – Mar 2020 |
0.53%
Mar 2015 – Mar 2020 |
4.06%
Oct 2013 – Oct 2023 |
6.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Polaris Electronics Inc. 401K Plan Tactical Asset Allocation Moderate |
24.07%
Apr 2003 – Apr 2006 |
20.25%
Mar 2003 – Mar 2008 |
14.91%
Mar 2003 – Mar 2013 |
12.14%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart