Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Apache Design Solutions 401K Tactical Asset Allocation Moderate | NA | 17.64% | 6.68% | 11.27% | 8.40% | 10.48% | 9.94% | … | … |
Data as of 06/28/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Apache Design Solutions 401K Tactical Asset Allocation Moderate | 12/31/2000 | 09/06/2024 |
| 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 (%) | 0.01 | 17.64 | 6.68 | 11.27 | 8.40 | 10.48 | 9.94 | … | … | 8.66 | 16.78 | -8.82 | 13.93 | 19.89 | 21.68 | -4.89 | 11.36 | 6.62 | 2.01 | 4.95 | 15.71 | 12.97 | 2.37 | 16.84 | 20.37 | 2.17 | 13.18 | 11.00 | 6.97 | 14.76 | 14.17 | -2.82 | 5.13 |
| Sharpe Ratio | NA | 1.35 | 0.29 | 0.69 | 0.69 | NA | NA | … | … | 0.66 | 1.57 | -0.81 | 1.29 | 1.07 | 3.39 | -0.63 | 1.84 | 0.81 | 0.22 | 0.63 | 2.09 | 1.70 | 0.15 | 1.38 | 1.82 | 0.18 | 0.83 | 0.78 | 0.73 | 1.75 | 1.68 | -0.64 | 0.53 |
| Standard Deviation(%) | NA | 8.91 | 10.09 | 12.22 | 10.28 | NA | NA | … | … | 9.16 | 7.96 | 12.58 | 10.82 | 18.40 | 5.98 | 9.78 | 5.83 | 7.92 | 8.83 | 7.82 | 7.49 | 7.60 | 15.91 | 12.13 | 11.13 | 6.79 | 12.21 | 9.95 | 6.58 | 7.88 | 8.04 | 6.13 | 5.28 |
| Draw Down(%) | NA | 5.36 | 15.05 | 21.78 | 21.78 | NA | NA | … | … | 4.95 | 6.06 | 15.05 | 6.24 | 21.78 | 2.17 | 12.52 | 3.33 | 6.11 | 8.53 | 5.54 | 7.92 | 5.17 | 14.37 | 8.68 | 5.62 | 5.87 | 9.48 | 13.42 | 4.75 | 6.85 | 5.39 | 5.99 | 4.62 |
| Yield(%) | NA | 8.31 | 5.98 | 5.71 | 6.12 | NA | NA | … | … | 1.89 | 8.13 | 4.43 | 4.60 | 6.51 | 5.85 | 4.98 | 4.67 | 2.95 | 11.16 | 8.92 | 2.25 | 3.76 | 3.27 | 4.53 | 4.38 | 4.68 | 7.25 | 4.73 | 4.63 | 4.62 | 2.58 | 5.35 | 6.79 |
Data as of 06/28/2024, 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 |
|---|---|---|---|---|
| Apache Design Solutions 401K Tactical Asset Allocation Moderate |
3.55%
Mar 2017 – Mar 2020 |
3.57%
Mar 2015 – Mar 2020 |
6.80%
Mar 2010 – Mar 2020 |
8.15%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Apache Design Solutions 401K Tactical Asset Allocation Moderate |
18.45%
Dec 2018 – Dec 2021 |
14.82%
Jun 2009 – Jun 2014 |
12.34%
Apr 2003 – Apr 2013 |
10.67%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart