Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 27.95% | 10.15% | 10.39% | 6.85% | 7.84% | 8.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FURMANITE CORPORATION 401(k) SAVINGS 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 (%) | -0.64 | 27.95 | 10.15 | 10.39 | 6.85 | 7.84 | 8.30 | … | … | 0.90 | 13.19 | 22.11 | -7.95 | 16.32 | 6.31 | 13.06 | -1.87 | 8.95 | 0.10 | -1.59 | 4.76 | 10.79 | 10.28 | 4.66 | 13.75 | 20.36 | -5.99 | 9.59 | 20.70 | 5.79 | 13.32 | 19.41 | 7.45 | 5.70 |
| Sharpe Ratio | NA | 1.01 | 0.61 | 0.86 | 0.70 | NA | NA | … | … | 0.11 | 0.79 | 2.63 | -1.01 | 1.83 | 0.75 | 2.58 | -0.49 | 1.75 | -0.03 | -0.28 | 0.92 | 1.73 | 2.39 | 0.51 | 1.01 | 2.55 | -1.42 | 0.71 | 2.32 | 0.54 | 1.67 | 3.99 | 1.30 | 0.85 |
| Standard Deviation(%) | NA | 8.33 | 8.21 | 8.36 | 6.97 | NA | NA | … | … | 7.59 | 8.40 | 6.79 | 9.22 | 8.90 | 8.16 | 4.52 | 6.52 | 4.76 | 4.29 | 5.71 | 5.13 | 6.21 | 4.28 | 9.06 | 13.51 | 7.96 | 4.86 | 9.24 | 7.52 | 6.69 | 7.41 | 4.69 | 4.88 | 3.97 |
| Draw Down(%) | NA | 6.84 | 12.94 | 14.08 | 14.08 | NA | NA | … | … | 0.46 | 6.84 | 4.18 | 14.08 | 3.68 | 10.45 | 1.91 | 7.25 | 3.03 | 4.37 | 6.01 | 3.57 | 6.11 | 3.09 | 7.50 | 9.74 | 3.52 | 9.50 | 7.13 | 6.59 | 4.78 | 10.19 | 2.47 | 5.55 | 2.75 |
| Yield(%) | NA | 19.71 | 11.82 | 8.88 | 6.67 | NA | NA | … | … | NA | 4.54 | 19.10 | 6.91 | 4.66 | 3.95 | 5.98 | 6.87 | 0.46 | 2.26 | 7.09 | 5.23 | 3.78 | 5.37 | 2.22 | 4.13 | 5.14 | 3.33 | 5.38 | 4.96 | 4.52 | 5.59 | 4.61 | 6.37 | 7.43 |
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 |
|---|---|---|---|---|
| FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
1.00%
Oct 2017 – Oct 2020 |
1.98%
Dec 2013 – Dec 2018 |
4.45%
Oct 2010 – Oct 2020 |
5.61%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FURMANITE CORPORATION 401(k) SAVINGS INVESTMENT PLAN Tactical Asset Allocation Moderate |
15.53%
Mar 2003 – Mar 2006 |
14.80%
Oct 2002 – Oct 2007 |
11.60%
Apr 2001 – Apr 2011 |
9.09%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart