Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Spire Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 15.28% | 1.19% | 5.79% | 4.13% | 4.91% | 5.12% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Spire Corporation 401(k) Profit Sharing 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 (%) | -0.91 | 15.28 | 1.19 | 5.79 | 4.13 | 4.91 | 5.12 | … | … | 0.31 | 0.15 | 12.99 | -13.90 | 12.88 | 14.74 | 8.54 | -5.14 | 7.91 | 7.99 | -4.53 | -0.39 | 9.59 | 9.15 | 1.23 | 7.92 | 21.48 | -8.46 | -2.86 | 15.09 | 6.23 | 13.69 | 22.17 | 4.25 | 1.67 |
| Sharpe Ratio | NA | -0.49 | -0.46 | 0.27 | 0.29 | NA | NA | … | … | 0.03 | -0.65 | 1.13 | -1.83 | 1.43 | 1.63 | 1.59 | -0.85 | 1.36 | 1.39 | -0.79 | -0.07 | 1.32 | 1.80 | 0.15 | 0.83 | 2.69 | -2.31 | -0.42 | 1.45 | 0.59 | 1.68 | 4.35 | 1.23 | -0.72 |
| Standard Deviation(%) | NA | 9.79 | 8.70 | 8.82 | 7.48 | NA | NA | … | … | 7.69 | 9.86 | 7.75 | 8.36 | 8.97 | 8.89 | 4.49 | 7.56 | 5.37 | 5.62 | 5.75 | 5.62 | 7.22 | 5.06 | 8.22 | 9.47 | 7.94 | 4.07 | 13.81 | 8.16 | 6.87 | 7.59 | 4.94 | 2.55 | 0.90 |
| Draw Down(%) | NA | 8.01 | 13.41 | 14.90 | 14.90 | NA | NA | … | … | 0.56 | 8.01 | 6.72 | 14.90 | 3.89 | 11.03 | 2.65 | 11.23 | 3.38 | 3.12 | 7.70 | 5.33 | 8.05 | 5.01 | 8.06 | 8.12 | 4.09 | 11.02 | 15.15 | 6.06 | 4.36 | 9.06 | 3.34 | 2.53 | 0.89 |
| Yield(%) | NA | 4.17 | 4.93 | 4.29 | 3.35 | NA | NA | … | … | NA | 0.53 | 4.52 | 3.37 | 6.72 | 2.89 | 4.17 | 3.21 | 0.43 | 3.09 | 1.39 | 4.07 | 3.54 | 5.02 | 3.26 | 3.55 | 2.66 | 2.13 | 5.85 | 4.59 | 2.98 | 2.40 | 3.48 | 0.71 | 2.14 |
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 |
|---|---|---|---|---|
| Spire Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.93%
Apr 2006 – Apr 2009 |
1.01%
Dec 2013 – Dec 2018 |
3.00%
Oct 2013 – Oct 2023 |
3.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Spire Corporation 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.55%
Mar 2003 – Mar 2006 |
14.70%
Oct 2002 – Oct 2007 |
8.30%
Mar 2003 – Mar 2013 |
7.10%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart