Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEACON SALES ACQUISITION, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | -0.58% | 0.84% | 2.92% | 3.25% | 4.89% | 6.19% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEACON SALES ACQUISITION, INC. 401(k) PROFIT SHARING 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 | -0.58 | 0.84 | 2.92 | 3.25 | 4.89 | 6.19 | … | … | 0.30 | 10.55 | -16.03 | 8.40 | 17.95 | 9.85 | -6.45 | 12.54 | 4.00 | -2.44 | 3.92 | 15.85 | 4.80 | -1.73 | 4.90 | 23.18 | -6.81 | 17.28 | 18.44 | 8.39 | 8.97 | 22.86 | 0.93 | 2.31 |
| Sharpe Ratio | NA | 0.24 | -0.21 | 0.39 | 0.40 | NA | NA | … | … | 0.00 | 0.85 | -1.62 | 0.81 | 2.02 | 1.72 | -1.11 | 2.65 | 0.68 | -0.55 | 0.65 | 2.40 | 0.82 | -0.24 | 0.48 | 2.84 | -2.13 | 1.34 | 2.01 | 1.17 | 0.94 | 4.28 | -0.03 | 0.01 |
| Standard Deviation(%) | NA | 7.46 | 9.55 | 8.76 | 7.34 | NA | NA | … | … | 7.75 | 7.45 | 10.78 | 10.37 | 8.75 | 4.91 | 7.00 | 4.49 | 5.61 | 4.53 | 6.05 | 6.59 | 5.77 | 7.44 | 10.10 | 8.14 | 3.63 | 10.64 | 7.54 | 5.33 | 8.51 | 5.19 | 5.76 | 0.05 |
| Draw Down(%) | NA | 7.04 | 18.26 | 18.26 | 18.26 | NA | NA | … | … | 2.10 | 7.04 | 17.86 | 7.08 | 8.81 | 3.63 | 11.91 | 2.54 | 5.24 | 5.97 | 5.17 | 4.18 | 5.39 | 5.57 | 8.51 | 3.44 | 7.10 | 8.60 | 10.12 | 4.89 | 8.55 | 4.04 | 8.68 | 0.00 |
| Yield(%) | NA | 5.93 | 5.80 | 5.39 | 3.86 | NA | NA | … | … | 0.01 | 6.28 | 2.77 | 8.69 | 4.65 | 5.04 | 3.36 | 0.43 | 2.65 | 1.87 | 3.43 | 3.14 | 2.94 | 2.10 | 2.57 | 2.66 | 1.89 | 7.67 | 6.76 | 4.58 | 3.12 | 4.60 | 2.03 | 2.31 |
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 |
|---|---|---|---|---|
| BEACON SALES ACQUISITION, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.21%
Dec 2020 – Dec 2023 |
1.99%
Dec 2017 – Dec 2022 |
3.25%
Oct 2013 – Oct 2023 |
4.27%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEACON SALES ACQUISITION, INC. 401(k) PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
17.53%
Oct 2004 – Oct 2007 |
16.68%
Oct 2002 – Oct 2007 |
9.95%
Oct 2002 – Oct 2012 |
8.95%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart