Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Harvest Graphics 401k Tactical Asset Allocation Moderate | NA | 24.84% | 7.37% | 11.21% | 8.22% | 8.75% | 9.84% | … | … |
Data as of 09/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Harvest Graphics 401k Tactical Asset Allocation Moderate | 12/31/2000 | 12/18/2024 |
| 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 (%) | 0.54 | 24.84 | 7.37 | 11.21 | 8.22 | 8.75 | 9.84 | … | … | 16.62 | 10.60 | -7.71 | 10.04 | 25.50 | 12.47 | -4.87 | 12.47 | 7.97 | -0.18 | 7.15 | 20.72 | 12.54 | 1.30 | 10.66 | 18.39 | 4.13 | 14.62 | 13.18 | 9.50 | 13.31 | 20.24 | -6.75 | -0.14 |
| Sharpe Ratio | NA | 1.00 | 0.25 | 0.59 | 0.54 | NA | NA | … | … | 0.93 | 0.74 | -0.69 | 0.80 | 1.21 | 1.32 | -0.54 | 1.98 | 0.90 | -0.02 | 0.90 | 2.67 | 1.51 | 0.09 | 1.04 | 1.98 | 1.00 | 1.30 | 1.37 | 1.15 | 1.57 | 2.80 | -1.36 | -0.54 |
| Standard Deviation(%) | NA | 10.78 | 11.02 | 13.78 | 11.58 | NA | NA | … | … | 10.89 | 8.54 | 13.13 | 12.46 | 20.81 | 8.41 | 11.51 | 5.98 | 8.60 | 8.93 | 7.94 | 7.76 | 8.25 | 14.41 | 10.18 | 9.25 | 3.21 | 8.93 | 7.22 | 6.36 | 7.86 | 6.99 | 5.78 | 4.52 |
| Draw Down(%) | NA | 6.19 | 15.93 | 22.77 | 22.77 | NA | NA | … | … | 6.19 | 8.17 | 15.93 | 6.60 | 22.77 | 6.37 | 15.97 | 3.15 | 6.99 | 8.68 | 5.00 | 4.81 | 5.82 | 13.88 | 8.92 | 4.95 | 2.37 | 6.86 | 8.74 | 5.07 | 7.53 | 4.81 | 9.95 | 6.32 |
| Yield(%) | NA | 5.62 | 5.59 | 5.65 | 6.16 | NA | NA | … | … | 0.96 | 5.78 | 4.25 | 7.97 | 4.95 | 5.26 | 7.39 | 7.07 | 4.17 | 5.82 | 10.29 | 4.74 | 2.73 | 3.59 | 2.30 | 3.87 | 3.77 | 11.53 | 4.92 | 4.88 | 4.72 | 4.29 | 2.30 | 1.59 |
Data as of 09/30/2024, 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 |
|---|---|---|---|---|
| Harvest Graphics 401k Tactical Asset Allocation Moderate |
1.88%
Mar 2017 – Mar 2020 |
2.63%
Mar 2015 – Mar 2020 |
6.17%
Oct 2013 – Oct 2023 |
7.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Harvest Graphics 401k Tactical Asset Allocation Moderate |
17.80%
Apr 2003 – Apr 2006 |
14.73%
Feb 2003 – Feb 2008 |
12.64%
May 2003 – May 2013 |
11.28%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart