Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BRADY MATCHED 401(k) PLAN Tactical Asset Allocation Moderate | NA | 13.10% | 3.53% | 30.84% | 14.86% | 11.34% | 10.91% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BRADY MATCHED 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 (%) | -1.06 | 13.10 | 3.53 | 30.84 | 14.86 | 11.34 | 10.91 | … | … | 0.82 | 4.58 | 4.54 | -0.01 | 192.12 | 15.81 | 2.17 | -6.42 | 7.86 | 7.42 | -5.66 | 0.31 | 15.26 | 3.15 | -3.66 | 5.45 | 20.71 | -5.68 | 15.22 | 12.18 | 5.59 | 9.94 | 17.22 | 8.14 | 7.60 |
| Sharpe Ratio | NA | -0.01 | -0.10 | 0.63 | 0.41 | NA | NA | … | … | 0.09 | -0.20 | 0.04 | -0.18 | 1.99 | 1.78 | 0.15 | -1.06 | 1.52 | 1.33 | -1.12 | 0.05 | 2.27 | 0.54 | -0.50 | 0.51 | 2.25 | -0.80 | 0.99 | 0.88 | 0.61 | 1.12 | 2.79 | 1.61 | 1.06 |
| Standard Deviation(%) | NA | 10.27 | 8.32 | 43.92 | 31.30 | NA | NA | … | … | 8.59 | 10.31 | 6.42 | 7.71 | 96.65 | 8.76 | 5.00 | 7.29 | 4.74 | 5.41 | 5.07 | 5.81 | 6.71 | 5.69 | 7.36 | 10.47 | 9.16 | 8.30 | 12.34 | 10.18 | 5.61 | 8.02 | 5.92 | 4.38 | 4.98 |
| Draw Down(%) | NA | 6.97 | 12.11 | 12.11 | 15.84 | NA | NA | … | … | 0.57 | 6.97 | 5.40 | 9.13 | 4.62 | 9.38 | 4.76 | 12.72 | 2.81 | 5.44 | 7.10 | 5.39 | 4.50 | 5.95 | 9.82 | 9.66 | 4.57 | 13.98 | 9.89 | 13.92 | 4.26 | 7.39 | 3.12 | 2.51 | 3.34 |
| Yield(%) | NA | 5.09 | 12.64 | 8.63 | 5.44 | NA | NA | … | … | NA | 0.80 | 5.08 | 4.33 | 30.06 | 3.38 | 2.43 | 2.65 | 0.11 | 2.96 | 3.14 | 2.08 | 2.43 | 2.35 | 2.27 | 1.97 | 3.65 | 2.74 | 2.38 | 4.42 | 3.04 | 3.64 | 2.76 | 5.16 | 6.63 |
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 |
|---|---|---|---|---|
| BRADY MATCHED 401(k) PLAN Tactical Asset Allocation Moderate |
-1.12%
Feb 2017 – Feb 2020 |
-0.06%
Feb 2015 – Feb 2020 |
1.77%
Apr 2010 – Apr 2020 |
4.20%
Feb 2005 – Feb 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BRADY MATCHED 401(k) PLAN Tactical Asset Allocation Moderate |
53.74%
May 2019 – May 2022 |
31.83%
Nov 2019 – Nov 2024 |
16.52%
May 2012 – May 2022 |
12.58%
Mar 2007 – Mar 2022 |
Annualized Rolling Returns Comparison Chart