Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 12.63% | 0.30% | 4.72% | 4.35% | 6.08% | 6.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Post Properties, Inc. 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 (%) | -1.22 | 12.63 | 0.30 | 4.72 | 4.35 | 6.08 | 6.95 | … | … | -0.55 | -0.28 | 8.93 | -12.02 | 11.03 | 12.98 | 11.79 | -0.54 | 8.93 | 1.38 | -1.71 | 5.79 | 12.95 | 9.01 | 2.73 | 13.57 | 21.71 | -3.35 | 9.31 | 19.39 | 3.90 | 12.32 | 15.95 | 3.73 | 6.36 |
| Sharpe Ratio | NA | -0.73 | -0.54 | 0.12 | 0.26 | NA | NA | … | … | -0.08 | -0.74 | 0.61 | -1.37 | 1.26 | 1.60 | 2.12 | -0.23 | 1.34 | 0.25 | -0.28 | 0.63 | 1.94 | 1.67 | 0.27 | 1.06 | 2.16 | -1.07 | 0.64 | 2.18 | 0.25 | 1.49 | 3.03 | 0.69 | 1.11 |
| Standard Deviation(%) | NA | 9.19 | 8.90 | 8.72 | 7.55 | NA | NA | … | … | 7.55 | 9.24 | 7.68 | 9.75 | 8.75 | 7.95 | 4.90 | 8.18 | 6.19 | 4.71 | 6.28 | 9.14 | 6.66 | 5.36 | 9.88 | 12.75 | 10.01 | 3.99 | 9.92 | 7.39 | 6.86 | 7.63 | 5.04 | 3.79 | 3.64 |
| Draw Down(%) | NA | 7.58 | 12.58 | 14.85 | 14.85 | NA | NA | … | … | 0.98 | 7.58 | 7.14 | 14.85 | 5.19 | 10.59 | 2.14 | 6.64 | 4.96 | 3.83 | 6.95 | 6.33 | 6.22 | 4.12 | 9.03 | 8.41 | 4.07 | 6.19 | 7.23 | 5.91 | 4.57 | 5.70 | 3.03 | 3.79 | 2.78 |
| Yield(%) | NA | 4.04 | 3.38 | 3.77 | 3.91 | NA | NA | … | … | NA | 0.77 | 4.06 | 2.57 | 2.70 | 5.56 | 3.94 | 3.88 | 0.27 | 2.31 | 8.03 | 5.28 | 6.86 | 3.36 | 1.83 | 2.27 | 4.85 | 2.68 | 6.32 | 8.82 | 3.02 | 2.93 | 3.74 | 5.20 | 6.47 |
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 |
|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-1.50%
Dec 2021 – Dec 2024 |
2.68%
Mar 2015 – Mar 2020 |
3.76%
Dec 2014 – Dec 2024 |
5.39%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Post Properties, Inc. 401(k) Plan Tactical Asset Allocation Moderate |
13.92%
Apr 2009 – Apr 2012 |
12.78%
Oct 2002 – Oct 2007 |
10.66%
Apr 2003 – Apr 2013 |
8.95%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart