Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SYMMETRICOM TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 18.14% | -4.65% | 1.35% | 1.51% | 3.08% | 4.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SYMMETRICOM TAX DEFERRED SAVINGS 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 (%) | -1.01 | 18.14 | -4.65 | 1.35 | 1.51 | 3.08 | 4.32 | … | … | 1.10 | 8.76 | 4.44 | -19.11 | 0.86 | 13.73 | 4.82 | -4.47 | 8.94 | 2.84 | -2.68 | -2.39 | 17.61 | 7.75 | -0.43 | 4.84 | 17.71 | -1.08 | 8.93 | 10.74 | 4.42 | 9.92 | 22.34 | 9.56 | 5.75 |
| Sharpe Ratio | NA | 0.41 | -0.61 | -0.12 | -0.02 | NA | NA | … | … | 0.10 | 0.22 | 0.03 | -1.84 | 0.08 | 1.49 | 0.77 | -0.79 | 1.57 | 0.53 | -0.52 | -0.33 | 2.35 | 1.40 | -0.05 | 0.44 | 2.08 | -0.32 | 0.59 | 0.98 | 0.37 | 1.13 | 3.69 | 2.02 | 0.81 |
| Standard Deviation(%) | NA | 9.75 | 9.47 | 9.74 | 7.92 | NA | NA | … | … | 10.81 | 9.74 | 7.00 | 11.12 | 11.03 | 9.07 | 4.44 | 7.31 | 5.30 | 5.01 | 5.23 | 7.26 | 7.49 | 5.49 | 8.57 | 10.87 | 8.49 | 6.25 | 10.08 | 7.60 | 6.05 | 7.95 | 5.86 | 4.19 | 4.25 |
| Draw Down(%) | NA | 6.03 | 21.85 | 29.11 | 29.11 | NA | NA | … | … | 0.78 | 6.03 | 6.63 | 19.65 | 11.14 | 10.64 | 3.26 | 10.65 | 5.27 | 2.91 | 5.32 | 6.90 | 4.99 | 3.61 | 7.78 | 11.04 | 4.54 | 5.50 | 7.69 | 9.22 | 4.47 | 7.45 | 3.02 | 2.87 | 4.52 |
| Yield(%) | NA | 4.53 | 4.18 | 4.45 | 4.45 | NA | NA | … | … | NA | 0.67 | 4.67 | 4.72 | 2.21 | 6.65 | 3.42 | 3.46 | 0.07 | 3.72 | 8.58 | 5.96 | 2.90 | 4.79 | 2.79 | 4.17 | 4.18 | 3.36 | 5.22 | 3.60 | 4.27 | 4.91 | 4.62 | 6.27 | 6.91 |
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 |
|---|---|---|---|---|
| SYMMETRICOM TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
-5.86%
Apr 2021 – Apr 2024 |
-2.54%
Sep 2018 – Sep 2023 |
-0.10%
Oct 2013 – Oct 2023 |
2.46%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SYMMETRICOM TAX DEFERRED SAVINGS PLAN Tactical Asset Allocation Moderate |
13.79%
Dec 2001 – Dec 2004 |
12.49%
Oct 2002 – Oct 2007 |
9.74%
Apr 2001 – Apr 2011 |
7.55%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart