Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLOCKBUSTER INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 33.54% | 12.01% | 10.35% | 7.16% | 6.51% | 6.78% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLOCKBUSTER INVESTMENT 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 (%) | -0.56 | 33.54 | 12.01 | 10.35 | 7.16 | 6.51 | 6.78 | … | … | 0.87 | 21.90 | 27.23 | -10.51 | 8.60 | 7.50 | 9.34 | -1.53 | 12.20 | 2.42 | -0.65 | 2.76 | 13.46 | 9.14 | -8.54 | 7.67 | 16.00 | -3.50 | 10.17 | 11.28 | 5.29 | 7.18 | 17.22 | -1.22 | 6.98 |
| Sharpe Ratio | NA | 2.28 | 0.84 | 0.80 | 0.71 | NA | NA | … | … | 0.13 | 2.09 | 3.19 | -0.83 | 0.91 | 0.87 | 1.74 | -0.39 | 2.74 | 0.56 | -0.14 | 0.51 | 2.00 | 1.55 | -0.75 | 0.72 | 2.04 | -1.08 | 0.78 | 1.09 | 0.52 | 0.85 | 3.13 | -0.44 | 1.14 |
| Standard Deviation(%) | NA | 7.29 | 10.21 | 9.71 | 7.77 | NA | NA | … | … | 6.24 | 7.33 | 7.20 | 14.37 | 9.37 | 8.36 | 4.54 | 7.33 | 4.22 | 3.94 | 4.99 | 5.43 | 6.73 | 5.84 | 11.36 | 10.48 | 7.79 | 4.09 | 9.23 | 7.38 | 6.02 | 7.32 | 5.27 | 5.33 | 4.09 |
| Draw Down(%) | NA | 4.30 | 16.35 | 17.46 | 17.46 | NA | NA | … | … | 0.38 | 4.30 | 3.17 | 17.46 | 4.96 | 10.18 | 3.16 | 7.64 | 2.38 | 3.38 | 4.84 | 5.05 | 5.47 | 4.91 | 14.34 | 8.78 | 4.06 | 6.29 | 6.78 | 9.16 | 5.14 | 6.72 | 3.15 | 7.26 | 2.77 |
| Yield(%) | NA | 17.18 | 11.75 | 8.54 | 5.60 | NA | NA | … | … | NA | 5.19 | 16.41 | 6.33 | 6.76 | 4.30 | 4.03 | 2.27 | 0.35 | 3.37 | 2.82 | 3.96 | 3.68 | 4.31 | 1.55 | 4.05 | 4.56 | 2.64 | 5.58 | 5.18 | 3.48 | 3.08 | 3.35 | 5.14 | 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 |
|---|---|---|---|---|
| BLOCKBUSTER INVESTMENT PLAN Tactical Asset Allocation Moderate |
-0.38%
Sep 2019 – Sep 2022 |
0.99%
Sep 2017 – Sep 2022 |
3.38%
Sep 2012 – Sep 2022 |
3.54%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLOCKBUSTER INVESTMENT PLAN Tactical Asset Allocation Moderate |
14.16%
Nov 2021 – Nov 2024 |
11.09%
Nov 2019 – Nov 2024 |
7.89%
Apr 2001 – Apr 2011 |
6.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart