Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bell Microproducts 401K Plan Tactical Asset Allocation Moderate | NA | 25.03% | 6.48% | 11.02% | 8.63% | 9.57% | 9.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bell Microproducts 401K 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 (%) | -1.30 | 25.03 | 6.48 | 11.02 | 8.63 | 9.57 | 9.73 | … | … | 0.45 | 12.23 | 16.14 | -8.77 | 6.55 | 26.69 | 18.67 | -3.79 | 14.36 | 5.75 | 0.60 | 2.68 | 20.79 | 11.41 | 3.57 | 16.47 | 20.78 | 1.88 | 10.10 | 12.06 | 5.45 | 14.75 | 12.49 | 1.05 | -0.18 |
| Sharpe Ratio | NA | 0.68 | 0.24 | 0.57 | 0.62 | NA | NA | … | … | 0.05 | 0.56 | 1.41 | -0.80 | 0.57 | 1.36 | 2.36 | -0.49 | 3.15 | 0.65 | 0.06 | 0.31 | 2.66 | 1.40 | 0.23 | 1.61 | 2.30 | 0.17 | 0.78 | 1.20 | 0.49 | 1.87 | 1.71 | -0.01 | -0.38 |
| Standard Deviation(%) | NA | 10.04 | 10.55 | 13.01 | 10.92 | NA | NA | … | … | 7.83 | 10.13 | 8.42 | 12.66 | 11.51 | 19.47 | 7.31 | 10.38 | 4.36 | 8.52 | 9.79 | 8.66 | 7.79 | 8.13 | 15.07 | 10.20 | 9.00 | 5.77 | 9.07 | 7.35 | 6.64 | 7.38 | 6.89 | 5.61 | 6.51 |
| Draw Down(%) | NA | 6.58 | 12.84 | 20.84 | 20.84 | NA | NA | … | … | 0.58 | 6.58 | 5.94 | 13.66 | 9.57 | 20.84 | 4.33 | 14.68 | 1.41 | 7.16 | 8.12 | 6.96 | 4.29 | 6.42 | 12.92 | 8.36 | 3.79 | 5.01 | 5.27 | 8.04 | 3.96 | 5.63 | 5.18 | 6.29 | 8.38 |
| Yield(%) | NA | 6.89 | 9.02 | 9.07 | 7.96 | NA | NA | … | … | NA | 1.06 | 7.35 | 5.11 | 14.68 | 12.35 | 8.72 | 8.92 | 5.90 | 7.13 | 5.80 | 6.78 | 3.60 | 3.36 | 3.43 | 3.79 | 5.34 | 8.93 | 7.49 | 5.38 | 3.41 | 3.12 | 2.55 | 4.94 | 7.28 |
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 |
|---|---|---|---|---|
| Bell Microproducts 401K Plan Tactical Asset Allocation Moderate |
2.81%
Oct 2013 – Oct 2016 |
3.75%
Dec 2013 – Dec 2018 |
6.68%
Oct 2013 – Oct 2023 |
8.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bell Microproducts 401K Plan Tactical Asset Allocation Moderate |
17.01%
Dec 2018 – Dec 2021 |
15.01%
Nov 2008 – Nov 2013 |
12.01%
Sep 2003 – Sep 2013 |
10.57%
Jul 2006 – Jul 2021 |
Annualized Rolling Returns Comparison Chart