Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 30.82% | 12.66% | 12.68% | 9.26% | 9.16% | 10.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TechTeam Global Retirement Savings 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 (%) | -0.28 | 30.82 | 12.66 | 12.68 | 9.26 | 9.16 | 10.27 | … | … | 0.69 | 17.56 | 26.76 | -2.75 | 8.19 | 12.94 | 16.54 | -3.84 | 9.20 | 10.02 | 0.28 | 5.60 | 16.72 | 9.80 | 2.85 | 7.70 | 16.03 | 2.26 | 17.89 | 17.23 | 14.36 | 12.51 | 18.29 | -0.90 | 3.44 |
| Sharpe Ratio | NA | 1.16 | 0.94 | 0.73 | 0.69 | NA | NA | … | … | 0.08 | 1.09 | 2.77 | -0.33 | 0.71 | 0.62 | 2.28 | -0.54 | 1.44 | 1.13 | 0.03 | 0.74 | 2.20 | 1.20 | 0.19 | 0.72 | 1.60 | 3.73 | 1.16 | 1.21 | 1.85 | 1.52 | 2.91 | -0.46 | 90.61 |
| Standard Deviation(%) | NA | 10.07 | 10.43 | 13.28 | 10.99 | NA | NA | … | … | 8.08 | 10.08 | 8.12 | 12.59 | 11.57 | 20.50 | 6.63 | 9.46 | 5.94 | 8.67 | 9.24 | 7.57 | 7.60 | 8.10 | 14.54 | 10.55 | 9.98 | 0.36 | 12.90 | 11.54 | 6.58 | 7.61 | 6.06 | 4.32 | 0.01 |
| Draw Down(%) | NA | 5.97 | 10.92 | 26.37 | 26.37 | NA | NA | … | … | 0.61 | 5.97 | 4.85 | 11.93 | 6.67 | 26.37 | 3.24 | 12.90 | 3.13 | 7.59 | 9.35 | 5.32 | 4.68 | 6.17 | 13.79 | 7.98 | 5.05 | 0.30 | 9.97 | 15.82 | 5.33 | 6.59 | 3.50 | 5.19 | 0.00 |
| Yield(%) | NA | 20.57 | 14.07 | 10.99 | 7.46 | NA | NA | … | … | NA | 11.92 | 16.47 | 7.07 | 5.90 | 8.97 | 4.63 | 3.25 | 4.69 | 4.62 | 3.96 | 3.36 | 3.63 | 3.04 | 3.83 | 1.71 | 2.50 | 2.58 | 12.96 | 5.54 | 2.86 | 2.39 | 1.64 | 2.43 | 3.44 |
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 |
|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Tactical Asset Allocation Moderate |
1.11%
Mar 2017 – Mar 2020 |
2.10%
Mar 2015 – Mar 2020 |
5.38%
Mar 2010 – Mar 2020 |
6.65%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TechTeam Global Retirement Savings Plan Tactical Asset Allocation Moderate |
20.41%
Oct 2004 – Oct 2007 |
17.28%
Oct 2002 – Oct 2007 |
12.17%
Apr 2003 – Apr 2013 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart