Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARTESIAN RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 30.85% | 12.04% | 9.80% | 5.66% | 5.86% | 6.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARTESIAN RETIREMENT 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 (%) | -0.64 | 30.85 | 12.04 | 9.80 | 5.66 | 5.86 | 6.72 | … | … | 0.67 | 18.62 | 28.75 | -6.02 | 4.18 | 5.60 | 8.21 | -3.11 | 2.80 | 3.37 | -2.33 | 0.12 | 17.43 | 4.04 | -1.26 | 8.52 | 21.01 | 0.18 | 10.81 | 8.88 | 4.43 | 12.45 | 19.03 | 3.24 | 8.38 |
| Sharpe Ratio | NA | 1.73 | 0.85 | 0.71 | 0.50 | NA | NA | … | … | 0.08 | 1.56 | 3.08 | -0.50 | 0.44 | 0.66 | 1.64 | -0.67 | 0.38 | 0.75 | -0.49 | 0.02 | 2.43 | 0.76 | -0.15 | 0.84 | 2.49 | -0.13 | 0.88 | 0.87 | 0.52 | 1.81 | 3.21 | 0.43 | 1.12 |
| Standard Deviation(%) | NA | 7.69 | 10.72 | 10.00 | 7.97 | NA | NA | … | … | 7.86 | 7.72 | 7.95 | 14.89 | 9.39 | 8.14 | 4.15 | 6.58 | 5.74 | 4.24 | 4.85 | 5.30 | 7.17 | 5.21 | 8.53 | 10.10 | 8.40 | 5.59 | 8.91 | 6.43 | 4.39 | 6.35 | 5.72 | 4.94 | 5.40 |
| Draw Down(%) | NA | 4.16 | 15.74 | 17.45 | 17.45 | NA | NA | … | … | 0.56 | 4.16 | 3.50 | 15.74 | 4.93 | 10.58 | 3.42 | 8.24 | 5.53 | 2.82 | 6.26 | 6.96 | 5.19 | 5.52 | 10.43 | 8.81 | 4.69 | 5.02 | 8.56 | 7.52 | 3.47 | 6.16 | 3.30 | 5.47 | 4.13 |
| Yield(%) | NA | 16.94 | 10.89 | 8.32 | 5.41 | NA | NA | … | … | NA | 5.04 | 16.16 | 6.14 | 4.99 | 3.42 | 6.17 | 3.21 | 0.52 | 2.54 | 0.92 | 5.23 | 4.46 | 3.55 | 1.61 | 4.39 | 4.39 | 4.04 | 13.44 | 7.54 | 4.85 | 4.07 | 3.60 | 6.97 | 8.54 |
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 |
|---|---|---|---|---|
| ARTESIAN RETIREMENT PLAN Tactical Asset Allocation Moderate |
-1.91%
Oct 2017 – Oct 2020 |
-1.10%
Sep 2017 – Sep 2022 |
2.02%
Sep 2012 – Sep 2022 |
3.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARTESIAN RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.31%
Nov 2021 – Nov 2024 |
11.86%
Oct 2002 – Oct 2007 |
10.12%
Apr 2001 – Apr 2011 |
7.63%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart