Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE ETHAN ALLEN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.12% | 1.48% | 2.20% | 2.71% | 3.99% | 5.41% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE ETHAN ALLEN RETIREMENT 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 (%) | -1.08 | 19.12 | 1.48 | 2.20 | 2.71 | 3.99 | 5.41 | … | … | 0.63 | 5.77 | 10.66 | -11.66 | 6.22 | -2.00 | 10.29 | -4.35 | 9.66 | 6.88 | -5.97 | 2.15 | 15.92 | 8.53 | -4.76 | 8.83 | 20.30 | -2.92 | 9.82 | 13.24 | 7.24 | 13.56 | 21.09 | 1.07 | 8.08 |
| Sharpe Ratio | NA | 0.02 | -0.28 | -0.09 | 0.08 | NA | NA | … | … | 0.08 | -0.08 | 0.81 | -1.35 | 0.64 | -0.15 | 2.24 | -0.75 | 1.76 | 1.34 | -1.09 | 0.34 | 2.22 | 1.34 | -0.56 | 0.79 | 2.38 | -0.72 | 0.75 | 1.37 | 0.94 | 1.90 | 3.91 | -0.01 | 1.09 |
| Standard Deviation(%) | NA | 10.04 | 9.27 | 10.63 | 8.49 | NA | NA | … | … | 7.51 | 10.04 | 7.92 | 9.69 | 9.70 | 14.60 | 3.96 | 7.58 | 5.13 | 5.00 | 5.52 | 6.35 | 7.14 | 6.35 | 8.63 | 11.08 | 8.50 | 5.37 | 9.15 | 7.28 | 5.41 | 6.65 | 5.22 | 5.08 | 5.28 |
| Draw Down(%) | NA | 8.17 | 14.00 | 24.40 | 24.40 | NA | NA | … | … | 0.53 | 8.17 | 7.26 | 12.97 | 7.71 | 24.40 | 2.20 | 10.89 | 3.09 | 2.44 | 10.11 | 5.85 | 4.94 | 6.05 | 10.84 | 8.63 | 4.72 | 7.95 | 6.29 | 8.47 | 4.27 | 5.77 | 2.21 | 7.18 | 4.10 |
| Yield(%) | NA | 5.55 | 5.83 | 5.40 | 3.95 | NA | NA | … | … | NA | 0.72 | 5.47 | 3.54 | 8.19 | 5.52 | 3.54 | 3.79 | 0.29 | 3.10 | 2.25 | 2.88 | 4.56 | 3.68 | 2.60 | 4.35 | 4.79 | 3.65 | 4.42 | 3.73 | 3.14 | 3.30 | 2.52 | 6.00 | 7.91 |
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 |
|---|---|---|---|---|
| THE ETHAN ALLEN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-3.83%
Oct 2017 – Oct 2020 |
-1.11%
Apr 2015 – Apr 2020 |
1.34%
Oct 2013 – Oct 2023 |
3.36%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE ETHAN ALLEN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
15.32%
Apr 2003 – Apr 2006 |
13.89%
Oct 2002 – Oct 2007 |
10.18%
Apr 2001 – Apr 2011 |
8.26%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart