Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| M.D.C. HOLDINGS, INC. 401(k) Savings Plan Tactical Asset Allocation Moderate | NA | 24.82% | 1.64% | 6.44% | 5.17% | 6.80% | 7.53% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| M.D.C. HOLDINGS, INC. 401(k) Savings 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 (%) | -1.44 | 24.82 | 1.64 | 6.44 | 5.17 | 6.80 | 7.53 | … | … | -0.12 | 7.68 | 13.41 | -19.87 | 16.67 | 14.59 | 14.28 | -2.19 | 8.40 | 4.66 | -4.55 | 6.21 | 12.35 | 9.93 | 3.40 | 15.13 | 24.76 | -2.85 | 8.50 | 17.69 | 3.03 | 14.31 | 17.70 | 2.76 | 6.24 |
| Sharpe Ratio | NA | 0.13 | -0.31 | 0.27 | 0.34 | NA | NA | … | … | -0.02 | 0.12 | 0.91 | -1.35 | 1.77 | 1.58 | 2.81 | -0.46 | 1.75 | 0.84 | -0.70 | 0.97 | 1.88 | 2.24 | 0.34 | 1.14 | 2.58 | -0.68 | 0.57 | 1.99 | 0.12 | 1.72 | 3.05 | 0.34 | 0.94 |
| Standard Deviation(%) | NA | 9.37 | 12.08 | 11.06 | 8.84 | NA | NA | … | … | 8.99 | 9.40 | 10.06 | 15.79 | 9.41 | 9.07 | 4.57 | 7.64 | 4.43 | 5.29 | 6.54 | 6.39 | 6.54 | 4.40 | 9.81 | 13.16 | 9.56 | 5.59 | 9.74 | 7.23 | 6.97 | 7.79 | 5.58 | 4.87 | 4.17 |
| Draw Down(%) | NA | 6.55 | 21.74 | 24.01 | 24.01 | NA | NA | … | … | 0.84 | 6.55 | 9.09 | 24.01 | 4.80 | 11.05 | 2.47 | 9.00 | 3.64 | 4.29 | 8.70 | 4.52 | 5.98 | 2.78 | 9.31 | 9.08 | 4.33 | 8.48 | 7.06 | 6.31 | 4.76 | 6.80 | 4.05 | 5.27 | 4.46 |
| Yield(%) | NA | 4.45 | 6.21 | 5.45 | 4.57 | NA | NA | … | … | NA | 0.73 | 4.34 | 6.12 | 7.25 | 3.97 | 5.20 | 3.87 | 0.59 | 4.26 | 5.70 | 3.80 | 3.62 | 2.41 | 0.87 | 2.63 | 4.96 | 3.50 | 6.21 | 8.40 | 3.63 | 3.07 | 5.21 | 5.62 | 6.51 |
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 |
|---|---|---|---|---|
| M.D.C. HOLDINGS, INC. 401(k) Savings Plan Tactical Asset Allocation Moderate |
-0.72%
Dec 2021 – Dec 2024 |
2.38%
Dec 2013 – Dec 2018 |
3.60%
Oct 2013 – Oct 2023 |
5.96%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| M.D.C. HOLDINGS, INC. 401(k) Savings Plan Tactical Asset Allocation Moderate |
15.46%
Apr 2009 – Apr 2012 |
13.13%
Oct 2002 – Oct 2007 |
11.09%
Jul 2002 – Jul 2012 |
9.31%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart