Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hamilton Precision Metals 401(k) Employee Savings Plan Tactical Asset Allocation Moderate | NA | 21.81% | 0.44% | 6.09% | 4.60% | 4.53% | 5.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hamilton Precision Metals 401(k) Employee 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 (%) | -1.23 | 21.81 | 0.44 | 6.09 | 4.60 | 4.53 | 5.28 | … | … | 0.33 | 4.90 | 11.75 | -15.90 | 8.21 | 22.49 | 10.03 | -4.56 | 8.77 | 5.01 | -3.95 | 2.96 | 12.53 | -1.83 | -1.85 | 8.50 | 9.46 | 0.03 | 10.31 | 12.65 | 4.41 | 6.85 | 10.48 | -0.02 | 6.27 |
| Sharpe Ratio | NA | -0.06 | -0.33 | 0.31 | 0.32 | NA | NA | … | … | 0.04 | -0.20 | 0.88 | -1.19 | 0.92 | 2.81 | 1.67 | -0.89 | 1.66 | 1.00 | -0.79 | 0.57 | 1.97 | -0.20 | -0.24 | 0.84 | 1.11 | -0.21 | 0.78 | 1.13 | 0.38 | 0.96 | 1.95 | -0.25 | 1.04 |
| Standard Deviation(%) | NA | 8.38 | 10.87 | 9.99 | 8.01 | NA | NA | … | … | 7.05 | 8.42 | 8.47 | 14.57 | 8.93 | 7.92 | 5.17 | 6.62 | 4.89 | 4.81 | 5.06 | 5.14 | 6.36 | 9.42 | 7.88 | 10.00 | 8.45 | 4.29 | 9.40 | 8.28 | 5.83 | 6.15 | 5.01 | 4.48 | 3.82 |
| Draw Down(%) | NA | 5.61 | 21.56 | 23.74 | 23.74 | NA | NA | … | … | 0.55 | 5.44 | 9.50 | 23.08 | 5.32 | 6.53 | 2.38 | 9.42 | 2.78 | 4.10 | 6.87 | 5.38 | 4.18 | 11.92 | 8.69 | 8.37 | 5.53 | 7.23 | 7.22 | 10.42 | 4.30 | 5.85 | 4.16 | 5.01 | 2.30 |
| Yield(%) | NA | 3.91 | 3.41 | 2.97 | 2.39 | NA | NA | … | … | NA | 0.79 | 3.64 | 3.28 | 2.28 | 3.11 | 2.29 | 2.73 | 0.13 | 2.16 | 1.67 | 2.03 | 1.46 | 3.08 | 2.08 | 2.85 | 4.17 | 2.98 | 3.05 | 1.97 | 2.28 | 3.49 | 3.58 | 4.16 | 5.39 |
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 |
|---|---|---|---|---|
| Hamilton Precision Metals 401(k) Employee Savings Plan Tactical Asset Allocation Moderate |
-0.79%
Apr 2021 – Apr 2024 |
0.96%
Apr 2011 – Apr 2016 |
2.86%
Oct 2013 – Oct 2023 |
3.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hamilton Precision Metals 401(k) Employee Savings Plan Tactical Asset Allocation Moderate |
13.40%
Dec 2018 – Dec 2021 |
9.70%
Oct 2002 – Oct 2007 |
7.19%
Apr 2001 – Apr 2011 |
5.92%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart