Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NADART (Auto Dealers) Retirement Plan Tactical Asset Allocation Moderate | NA | 24.54% | 5.50% | 10.94% | 9.33% | 9.90% | 9.97% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NADART (Auto Dealers) Retirement 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 (%) | -1.03 | 24.54 | 5.50 | 10.94 | 9.33 | 9.90 | 9.97 | … | … | 0.56 | 11.74 | 13.33 | -9.19 | 10.62 | 17.94 | 33.52 | -4.13 | 10.44 | 10.45 | 2.24 | 6.82 | 18.16 | 12.63 | -0.19 | 15.55 | 20.33 | 2.98 | 10.45 | 8.61 | 7.01 | 12.26 | 15.24 | -3.33 | 6.43 |
| Sharpe Ratio | NA | 0.50 | 0.16 | 0.44 | 0.66 | NA | NA | … | … | 0.05 | 0.43 | 0.94 | -0.79 | 1.00 | 0.92 | 2.91 | -0.50 | 1.80 | 1.14 | 0.25 | 0.81 | 2.22 | 1.65 | -0.01 | 1.52 | 2.15 | 0.35 | 0.75 | 0.64 | 0.71 | 1.24 | 1.64 | -0.68 | 0.63 |
| Standard Deviation(%) | NA | 11.82 | 11.72 | 13.40 | 11.51 | NA | NA | … | … | 10.68 | 11.88 | 9.61 | 13.38 | 10.59 | 19.28 | 11.05 | 10.84 | 5.45 | 9.00 | 8.89 | 8.41 | 8.16 | 7.65 | 16.36 | 10.19 | 9.43 | 5.96 | 10.01 | 8.30 | 6.81 | 9.13 | 8.89 | 6.51 | 6.52 |
| Draw Down(%) | NA | 8.56 | 14.37 | 20.53 | 20.53 | NA | NA | … | … | 0.88 | 8.56 | 8.06 | 16.04 | 5.20 | 20.53 | 3.62 | 13.81 | 2.51 | 7.30 | 8.29 | 6.87 | 5.63 | 5.73 | 15.97 | 8.56 | 4.57 | 5.01 | 6.46 | 8.34 | 4.38 | 7.11 | 6.15 | 6.54 | 5.65 |
| Yield(%) | NA | 2.22 | 3.86 | 5.75 | 5.30 | NA | NA | … | … | NA | 1.38 | 2.06 | 3.83 | 4.67 | 5.76 | 15.92 | 6.65 | 2.73 | 2.06 | 5.46 | 5.12 | 1.53 | 8.29 | 2.03 | 3.57 | 5.07 | 9.12 | 2.77 | 3.62 | 2.35 | 2.97 | 3.36 | 5.36 | 8.34 |
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 |
|---|---|---|---|---|
| NADART (Auto Dealers) Retirement Plan Tactical Asset Allocation Moderate |
3.43%
Apr 2021 – Apr 2024 |
5.02%
Dec 2013 – Dec 2018 |
7.84%
Oct 2013 – Oct 2023 |
8.40%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NADART (Auto Dealers) Retirement Plan Tactical Asset Allocation Moderate |
20.32%
Dec 2018 – Dec 2021 |
14.61%
Feb 2016 – Feb 2021 |
11.58%
Sep 2011 – Sep 2021 |
11.24%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart