Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE TECH GROUP 401(k) PLAN Tactical Asset Allocation Moderate | NA | 19.97% | 2.17% | 5.83% | 4.93% | 5.33% | 5.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE TECH GROUP 401(k) 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 (%) | -0.74 | 19.97 | 2.17 | 5.83 | 4.93 | 5.33 | 5.95 | … | … | 0.46 | 7.24 | 14.13 | -13.46 | 4.15 | 15.61 | 7.65 | -1.07 | 12.36 | 5.71 | -2.43 | 2.24 | 16.72 | 1.98 | 1.75 | 5.26 | 11.60 | -0.40 | 10.75 | 10.30 | 5.49 | 11.82 | 17.07 | 5.05 | 6.27 |
| Sharpe Ratio | NA | 0.19 | -0.14 | 0.26 | 0.39 | NA | NA | … | … | 0.04 | 0.06 | 1.29 | -1.28 | 0.44 | 1.76 | 1.44 | -0.31 | 2.37 | 1.19 | -0.47 | 0.35 | 2.38 | 0.35 | 0.20 | 0.51 | 1.47 | -0.31 | 0.81 | 0.92 | 0.55 | 1.29 | 2.84 | 1.45 | 1.04 |
| Standard Deviation(%) | NA | 10.37 | 10.03 | 9.67 | 7.86 | NA | NA | … | … | 9.79 | 10.39 | 7.69 | 11.59 | 9.42 | 8.73 | 4.32 | 7.64 | 4.95 | 4.63 | 5.23 | 6.35 | 7.00 | 5.47 | 8.41 | 10.22 | 7.80 | 4.29 | 9.61 | 7.65 | 5.99 | 8.40 | 5.77 | 2.73 | 3.82 |
| Draw Down(%) | NA | 7.50 | 14.86 | 17.56 | 17.56 | NA | NA | … | … | 0.85 | 7.50 | 6.34 | 15.86 | 5.36 | 9.07 | 3.28 | 7.33 | 3.18 | 4.05 | 5.13 | 5.13 | 5.39 | 5.85 | 7.85 | 10.04 | 4.34 | 7.03 | 7.06 | 9.34 | 4.64 | 7.14 | 3.35 | 1.68 | 2.30 |
| Yield(%) | NA | 5.91 | 5.58 | 4.78 | 3.52 | NA | NA | … | … | NA | 0.66 | 6.17 | 3.60 | 6.37 | 3.23 | 4.64 | 4.43 | 0.05 | 3.06 | 1.51 | 1.89 | 1.78 | 2.45 | 1.72 | 2.34 | 3.10 | 2.98 | 5.08 | 5.46 | 3.61 | 2.34 | 3.29 | 4.02 | 5.39 |
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 |
|---|---|---|---|---|
| THE TECH GROUP 401(k) PLAN Tactical Asset Allocation Moderate |
0.49%
Apr 2021 – Apr 2024 |
2.10%
Dec 2017 – Dec 2022 |
3.48%
Oct 2013 – Oct 2023 |
4.24%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE TECH GROUP 401(k) PLAN Tactical Asset Allocation Moderate |
13.11%
Apr 2003 – Apr 2006 |
11.91%
Oct 2002 – Oct 2007 |
8.64%
Apr 2001 – Apr 2011 |
7.45%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart