Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Dartmouth Hitchcock 403b Retirement Plan Tactical Asset Allocation Moderate | NA | 12.98% | 0.34% | 5.42% | 5.56% | 7.50% | 7.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dartmouth Hitchcock 403b 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 (%) | -1.84 | 12.98 | 0.34 | 5.42 | 5.56 | 7.50 | 7.86 | … | … | 8.56 | -11.90 | 18.24 | -18.56 | 13.96 | 13.84 | 18.01 | -4.33 | 14.03 | 3.17 | 0.60 | 6.27 | 13.53 | 15.01 | 1.52 | 15.47 | 18.86 | -0.70 | 14.19 | 7.60 | 6.42 | 17.27 | 14.89 | 5.86 | 5.47 |
| Sharpe Ratio | NA | -0.55 | -0.43 | 0.07 | 0.27 | NA | NA | … | … | 0.16 | -1.25 | 1.65 | -1.39 | 1.46 | 0.79 | 2.85 | -0.60 | 2.67 | 0.37 | 0.07 | 0.81 | 1.89 | 1.95 | 0.11 | 1.36 | 1.68 | -0.24 | 0.97 | 0.43 | 0.59 | 2.10 | 2.37 | 0.97 | 0.61 |
| Standard Deviation(%) | NA | 16.51 | 13.58 | 13.75 | 11.05 | NA | NA | … | … | 53.55 | 14.76 | 8.47 | 14.31 | 9.52 | 17.31 | 5.82 | 9.40 | 5.02 | 7.89 | 8.16 | 7.71 | 7.14 | 7.68 | 13.11 | 11.28 | 11.15 | 6.90 | 11.55 | 9.95 | 7.21 | 7.77 | 5.99 | 4.90 | 5.15 |
| Draw Down(%) | NA | 16.96 | 21.04 | 22.91 | 22.91 | NA | NA | … | … | 0.61 | 16.96 | 5.97 | 22.91 | 5.06 | 20.99 | 2.54 | 11.67 | 2.48 | 6.82 | 8.49 | 5.55 | 8.82 | 5.88 | 12.46 | 8.02 | 5.74 | 9.83 | 9.45 | 14.19 | 4.25 | 10.10 | 2.62 | 2.53 | 3.75 |
| Yield(%) | NA | 4.33 | 5.58 | 5.25 | 4.26 | NA | NA | … | … | NA | 1.57 | 4.22 | 3.28 | 9.41 | 6.19 | 3.56 | 3.10 | 2.61 | 3.88 | 2.88 | 3.73 | 1.86 | 3.99 | 3.95 | 2.28 | 3.25 | 3.89 | 6.62 | 2.88 | 3.74 | 3.87 | 5.04 | 6.13 | 5.99 |
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 |
|---|---|---|---|---|
| Dartmouth Hitchcock 403b Retirement Plan Tactical Asset Allocation Moderate |
-5.33%
Dec 2021 – Dec 2024 |
1.94%
Dec 2019 – Dec 2024 |
3.93%
Dec 2014 – Dec 2024 |
5.99%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dartmouth Hitchcock 403b Retirement Plan Tactical Asset Allocation Moderate |
16.29%
Jun 2009 – Jun 2012 |
14.18%
Jun 2009 – Jun 2014 |
11.60%
Apr 2003 – Apr 2013 |
10.12%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart