Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.86% | 3.55% | 6.62% | 6.27% | 7.78% | 8.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) 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 (%) | -1.00 | 19.86 | 3.55 | 6.62 | 6.27 | 7.78 | 8.32 | … | … | 0.57 | 5.88 | 18.04 | -11.69 | 8.98 | 8.15 | 18.26 | -6.02 | 11.55 | 9.70 | 1.21 | 4.75 | 17.31 | 15.69 | 0.87 | 13.40 | 16.73 | -1.09 | 9.91 | 16.61 | 5.42 | 13.71 | 14.02 | -3.95 | -3.22 |
| Sharpe Ratio | NA | 0.16 | 0.05 | 0.22 | 0.41 | NA | NA | … | … | 0.06 | -0.07 | 1.59 | -0.93 | 0.88 | 0.40 | 2.53 | -0.78 | 2.14 | 1.08 | 0.13 | 0.61 | 2.33 | 1.98 | 0.06 | 1.30 | 1.69 | -0.36 | 0.73 | 1.69 | 0.54 | 1.76 | 1.95 | -0.84 | -0.87 |
| Standard Deviation(%) | NA | 9.88 | 11.08 | 13.12 | 10.85 | NA | NA | … | … | 8.51 | 10.03 | 8.67 | 14.01 | 10.18 | 19.61 | 6.66 | 9.45 | 5.10 | 8.76 | 8.99 | 7.71 | 7.42 | 7.88 | 15.21 | 10.24 | 9.83 | 5.56 | 9.47 | 7.90 | 6.00 | 7.27 | 6.84 | 6.05 | 6.33 |
| Draw Down(%) | NA | 6.57 | 14.82 | 24.93 | 24.93 | NA | NA | … | … | 0.67 | 6.54 | 6.45 | 17.18 | 5.51 | 24.93 | 3.37 | 12.98 | 2.15 | 7.35 | 8.34 | 4.35 | 4.40 | 5.79 | 13.65 | 8.75 | 4.54 | 5.43 | 7.17 | 9.67 | 5.36 | 6.92 | 5.28 | 7.97 | 8.65 |
| Yield(%) | NA | 4.61 | 6.42 | 5.33 | 6.12 | NA | NA | … | … | NA | 1.30 | 4.62 | 3.06 | 11.58 | 4.85 | 3.05 | 5.42 | 6.56 | 3.88 | 5.92 | 13.05 | 1.85 | 4.54 | 2.44 | 3.03 | 4.59 | 4.19 | 4.44 | 7.26 | 4.04 | 3.58 | 3.18 | 4.00 | 5.04 |
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 |
|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.95%
Sep 2019 – Sep 2022 |
2.16%
Sep 2017 – Sep 2022 |
4.99%
Oct 2013 – Oct 2023 |
6.43%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MICROSOFT CARIBBEAN, INC. 1165(e) RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.74%
Apr 2003 – Apr 2006 |
13.25%
Feb 2009 – Feb 2014 |
11.20%
Jul 2003 – Jul 2013 |
10.16%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart