Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Triad Guaranty Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 27.62% | 2.73% | 5.93% | 4.77% | 5.68% | 6.54% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Triad Guaranty Inc. 401(k) Profit Sharing 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 (%) | -1.09 | 27.62 | 2.73 | 5.93 | 4.77 | 5.68 | 6.54 | … | … | 0.48 | 9.47 | 17.70 | -17.81 | 7.32 | 12.52 | 10.22 | -1.69 | 8.28 | 3.30 | -0.46 | 2.97 | 17.38 | 8.64 | -3.65 | 9.25 | 17.86 | -3.17 | 12.45 | 13.58 | 6.79 | 8.17 | 16.78 | 1.11 | 6.98 |
| Sharpe Ratio | NA | 0.40 | -0.11 | 0.23 | 0.32 | NA | NA | … | … | 0.04 | 0.27 | 1.41 | -1.24 | 0.73 | 1.38 | 1.83 | -0.38 | 1.35 | 0.72 | -0.09 | 0.51 | 2.53 | 1.64 | -0.45 | 0.91 | 2.30 | -1.01 | 1.00 | 1.34 | 0.77 | 0.97 | 2.77 | 0.00 | 1.14 |
| Standard Deviation(%) | NA | 10.51 | 12.17 | 11.17 | 8.87 | NA | NA | … | … | 10.59 | 10.54 | 9.55 | 15.51 | 9.99 | 8.91 | 4.81 | 7.99 | 5.66 | 4.30 | 5.11 | 5.83 | 6.86 | 5.22 | 8.22 | 10.08 | 7.74 | 4.07 | 9.49 | 7.72 | 6.00 | 7.43 | 5.82 | 4.14 | 4.09 |
| Draw Down(%) | NA | 8.08 | 22.54 | 24.48 | 24.48 | NA | NA | … | … | 0.96 | 8.08 | 8.83 | 23.31 | 4.76 | 10.17 | 3.42 | 8.05 | 4.59 | 3.87 | 4.80 | 5.35 | 4.90 | 4.26 | 10.50 | 7.97 | 3.94 | 6.56 | 6.48 | 8.59 | 4.64 | 7.20 | 4.08 | 5.31 | 2.77 |
| Yield(%) | NA | 5.44 | 5.21 | 4.78 | 4.60 | NA | NA | … | … | NA | 0.75 | 5.48 | 3.05 | 6.67 | 4.47 | 4.64 | 5.14 | 0.36 | 2.57 | 5.42 | 8.36 | 3.19 | 3.49 | 1.78 | 4.67 | 4.39 | 2.81 | 4.28 | 3.90 | 5.64 | 5.29 | 3.39 | 5.35 | 6.93 |
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 |
|---|---|---|---|---|
| Triad Guaranty Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-1.66%
Sep 2019 – Sep 2022 |
-0.05%
Sep 2017 – Sep 2022 |
2.76%
Oct 2013 – Oct 2023 |
4.01%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Triad Guaranty Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
13.18%
Oct 2004 – Oct 2007 |
12.28%
Oct 2002 – Oct 2007 |
9.25%
Apr 2001 – Apr 2011 |
8.05%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart