Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANALYSTS INTERNATIONAL CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 20.22% | 0.92% | 6.74% | 5.35% | 6.15% | 6.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANALYSTS INTERNATIONAL CORPORATION SAVINGS AND INVESTMENT 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 (%) | -1.04 | 20.22 | 0.92 | 6.74 | 5.35 | 6.15 | 6.65 | … | … | 0.37 | 5.51 | 10.25 | -18.37 | 16.96 | 20.76 | 9.66 | -3.46 | 9.31 | 4.80 | -1.09 | 2.23 | 14.64 | 8.51 | 0.82 | 9.58 | 15.78 | -3.53 | 9.47 | 13.63 | 6.80 | 9.18 | 17.49 | 2.00 | 6.98 |
| Sharpe Ratio | NA | 0.02 | -0.35 | 0.37 | 0.41 | NA | NA | … | … | 0.10 | -0.10 | 0.77 | -1.67 | 1.64 | 2.60 | 1.57 | -0.69 | 1.75 | 1.12 | -0.24 | 0.39 | 2.11 | 1.62 | 0.11 | 0.84 | 1.92 | -1.10 | 0.70 | 1.33 | 0.81 | 1.17 | 3.34 | 0.23 | 1.14 |
| Standard Deviation(%) | NA | 10.37 | 9.80 | 9.80 | 7.87 | NA | NA | … | … | 3.03 | 10.46 | 7.76 | 11.83 | 10.32 | 7.90 | 5.27 | 6.95 | 4.95 | 4.10 | 4.66 | 5.73 | 6.93 | 5.21 | 7.24 | 11.33 | 8.17 | 4.03 | 9.20 | 7.80 | 5.74 | 7.05 | 5.03 | 3.98 | 4.09 |
| Draw Down(%) | NA | 8.71 | 15.31 | 20.43 | 20.43 | NA | NA | … | … | 0.21 | 8.71 | 7.43 | 20.43 | 4.29 | 8.00 | 3.07 | 8.81 | 3.36 | 3.00 | 5.04 | 5.86 | 4.65 | 4.39 | 6.12 | 9.31 | 4.60 | 6.33 | 7.67 | 9.43 | 4.52 | 6.75 | 2.99 | 5.03 | 2.77 |
| Yield(%) | NA | 4.43 | 5.64 | 5.00 | 4.30 | NA | NA | … | … | NA | 0.78 | 4.28 | 3.50 | 8.64 | 5.79 | 3.23 | 4.64 | 0.29 | 3.17 | 5.25 | 4.30 | 3.92 | 3.57 | 2.18 | 3.76 | 5.76 | 2.78 | 6.21 | 6.50 | 5.32 | 4.66 | 3.81 | 5.28 | 6.93 |
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 |
|---|---|---|---|---|
| ANALYSTS INTERNATIONAL CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
-1.71%
Dec 2021 – Dec 2024 |
2.26%
Dec 2013 – Dec 2018 |
3.79%
Oct 2013 – Oct 2023 |
5.30%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANALYSTS INTERNATIONAL CORPORATION SAVINGS AND INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.70%
Dec 2018 – Dec 2021 |
12.06%
Oct 2002 – Oct 2007 |
9.18%
Jul 2003 – Jul 2013 |
7.97%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart