Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Tactical Asset Allocation Moderate | NA | 34.57% | 13.51% | 16.77% | 11.89% | 11.45% | 11.18% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation 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 (%) | -1.15 | 34.57 | 13.51 | 16.77 | 11.89 | 11.45 | 11.18 | … | … | 0.75 | 24.55 | 25.06 | -7.13 | 17.02 | 19.14 | 27.75 | -2.07 | 10.32 | 10.37 | 0.01 | 4.25 | 15.24 | 11.34 | 4.08 | 15.02 | 17.85 | 2.29 | 8.79 | 18.56 | 5.64 | 12.12 | 18.11 | 0.76 | -1.37 |
| Sharpe Ratio | NA | 2.06 | 0.99 | 0.96 | 0.92 | NA | NA | … | … | 0.12 | 1.94 | 2.64 | -0.64 | 1.75 | 0.90 | 2.78 | -0.35 | 2.04 | 1.20 | 0.00 | 0.58 | 2.07 | 1.59 | 0.27 | 1.17 | 1.67 | 5.17 | 0.57 | 2.04 | 0.52 | 1.41 | 3.39 | -0.13 | -1.14 |
| Standard Deviation(%) | NA | 9.21 | 10.38 | 13.13 | 11.07 | NA | NA | … | … | 5.97 | 9.28 | 7.89 | 13.23 | 9.70 | 21.04 | 9.47 | 9.73 | 4.75 | 8.46 | 9.22 | 7.31 | 7.33 | 7.08 | 15.23 | 12.72 | 10.65 | 0.26 | 10.23 | 7.48 | 6.68 | 7.93 | 5.13 | 2.73 | 3.22 |
| Draw Down(%) | NA | 6.73 | 12.19 | 21.02 | 21.02 | NA | NA | … | … | 0.22 | 6.73 | 5.29 | 14.06 | 4.48 | 21.02 | 3.27 | 11.18 | 2.49 | 6.22 | 9.14 | 5.13 | 6.46 | 5.12 | 12.14 | 8.96 | 4.74 | 0.25 | 6.48 | 5.68 | 4.45 | 9.56 | 2.01 | 3.07 | 5.63 |
| Yield(%) | NA | 18.86 | 13.23 | 10.55 | 7.82 | NA | NA | … | … | NA | 10.65 | 17.51 | 7.42 | 3.59 | 2.48 | 13.11 | 5.82 | 8.33 | 2.35 | 4.82 | 2.61 | 1.85 | 3.24 | 2.40 | 2.55 | 3.34 | 2.55 | 4.55 | 4.83 | 4.28 | 3.16 | 4.28 | 4.02 | 2.97 |
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 |
|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Tactical Asset Allocation Moderate |
4.11%
Oct 2013 – Oct 2016 |
4.45%
Dec 2013 – Dec 2018 |
7.98%
Mar 2010 – Mar 2020 |
8.61%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Booz Allen Hamilton Employee Capital Accumulation Plan Tactical Asset Allocation Moderate |
21.21%
Dec 2018 – Dec 2021 |
17.43%
Nov 2019 – Nov 2024 |
12.13%
Nov 2014 – Nov 2024 |
12.04%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart