Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FISHER HAMILTON L.L.C. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 13.98% | 11.57% | 8.38% | 5.96% | 7.78% | 8.05% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FISHER HAMILTON L.L.C. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.38 | 13.98 | 11.57 | 8.38 | 5.96 | 7.78 | 8.05 | … | … | 1.62 | 25.07 | -2.36 | 10.43 | 12.38 | 10.96 | -4.18 | 10.98 | 3.43 | -1.06 | 3.79 | 17.75 | 9.19 | 2.38 | 9.62 | 23.25 | -3.34 | 7.02 | 14.19 | 6.75 | 14.97 | 21.17 | -3.42 | 0.83 |
| Sharpe Ratio | NA | 2.30 | 1.06 | 1.08 | 0.80 | NA | NA | … | … | 0.23 | 2.74 | -0.35 | 1.25 | 1.16 | 2.02 | -0.75 | 1.90 | 0.67 | -0.20 | 0.61 | 2.52 | 1.40 | 0.32 | 0.84 | 2.57 | -1.23 | 0.43 | 1.48 | 0.81 | 2.09 | 4.08 | -1.33 | -0.39 |
| Standard Deviation(%) | NA | 7.43 | 8.84 | 8.65 | 7.39 | NA | NA | … | … | 5.72 | 7.60 | 10.69 | 8.32 | 10.47 | 4.73 | 7.35 | 5.46 | 4.83 | 5.46 | 6.20 | 7.03 | 6.54 | 7.34 | 11.34 | 9.02 | 3.46 | 9.35 | 7.40 | 5.65 | 6.70 | 5.02 | 3.40 | 3.75 |
| Draw Down(%) | NA | 4.57 | 12.40 | 15.90 | 15.90 | NA | NA | … | … | 1.05 | 4.57 | 12.14 | 4.63 | 15.90 | 3.77 | 10.02 | 3.78 | 2.66 | 6.35 | 5.96 | 4.87 | 5.71 | 5.00 | 9.08 | 4.65 | 5.09 | 7.08 | 8.31 | 4.83 | 5.73 | 2.40 | 6.29 | 3.95 |
| Yield(%) | NA | 14.48 | 8.94 | 7.18 | 4.76 | NA | NA | … | … | 0.86 | 14.86 | 7.45 | 3.95 | 3.57 | 5.56 | 3.12 | 0.63 | 2.80 | 2.75 | 2.54 | 1.34 | 2.54 | 2.50 | 2.89 | 3.92 | 1.69 | 4.19 | 3.36 | 2.77 | 3.09 | 2.30 | 0.93 | 0.76 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| FISHER HAMILTON L.L.C. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.80%
Oct 2017 – Oct 2020 |
1.49%
Mar 2015 – Mar 2020 |
4.67%
Mar 2010 – Mar 2020 |
6.08%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FISHER HAMILTON L.L.C. RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
16.03%
Apr 2003 – Apr 2006 |
13.36%
Oct 2002 – Oct 2007 |
10.65%
Apr 2003 – Apr 2013 |
9.29%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart