Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Tactical Asset Allocation Moderate | NA | 24.80% | -0.95% | 5.00% | 3.30% | 5.33% | 7.82% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Osterman and Company Inc 401k Profit Sharing 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 (%) | -1.14 | 24.80 | -0.95 | 5.00 | 3.30 | 5.33 | 7.82 | … | … | -0.51 | 3.28 | 10.10 | -18.63 | 8.77 | 18.96 | 9.15 | -6.91 | 10.01 | 4.13 | -6.40 | 3.31 | 12.69 | 13.10 | -1.07 | 16.53 | 35.30 | -9.12 | 18.87 | 19.50 | 15.04 | 14.40 | 36.15 | 4.80 | 3.53 |
| Sharpe Ratio | NA | -0.30 | -0.48 | 0.09 | 0.09 | NA | NA | … | … | -0.07 | -0.33 | 0.52 | -1.30 | 0.90 | 1.98 | 1.42 | -1.13 | 1.71 | 0.74 | -0.87 | 0.53 | 1.81 | 2.67 | -0.10 | 1.33 | 4.41 | -1.77 | 1.23 | 1.59 | 1.70 | 1.40 | 6.20 | 0.67 | 0.24 |
| Standard Deviation(%) | NA | 9.98 | 12.41 | 11.40 | 9.19 | NA | NA | … | … | 8.39 | 10.05 | 11.19 | 15.40 | 9.75 | 9.48 | 5.44 | 7.31 | 5.48 | 5.32 | 7.36 | 6.16 | 7.00 | 4.89 | 10.51 | 12.33 | 7.98 | 5.67 | 12.96 | 10.18 | 7.55 | 9.59 | 5.72 | 5.52 | 5.14 |
| Draw Down(%) | NA | 10.00 | 21.86 | 24.67 | 24.67 | NA | NA | … | … | 0.98 | 9.77 | 13.34 | 23.79 | 5.80 | 10.90 | 3.10 | 13.14 | 3.25 | 5.58 | 12.49 | 6.05 | 6.96 | 4.12 | 10.74 | 8.79 | 4.14 | 10.96 | 10.90 | 13.18 | 6.79 | 12.76 | 2.57 | 7.84 | 3.43 |
| Yield(%) | NA | 3.86 | 5.16 | 4.99 | 4.25 | NA | NA | … | … | NA | 0.89 | 3.35 | 6.19 | 4.36 | 7.83 | 1.94 | 4.35 | 0.44 | 4.18 | 3.90 | 4.81 | 6.05 | 4.40 | 3.15 | 3.99 | 5.94 | 3.04 | 5.30 | 4.94 | 4.52 | 3.02 | 4.44 | 4.21 | 9.21 |
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 |
|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Tactical Asset Allocation Moderate |
-2.89%
Apr 2021 – Apr 2024 |
0.28%
Sep 2017 – Sep 2022 |
1.58%
Oct 2013 – Oct 2023 |
4.66%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Tactical Asset Allocation Moderate |
23.79%
Jan 2003 – Jan 2006 |
23.01%
Oct 2002 – Oct 2007 |
15.59%
Jul 2002 – Jul 2012 |
12.02%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart