Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| TREE.COM 401(K) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 30.46% | 10.08% | 10.80% | 6.84% | 6.62% | 9.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TREE.COM 401(K) 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 (%) | -0.89 | 30.46 | 10.08 | 10.80 | 6.84 | 6.62 | 9.00 | … | … | 1.30 | 17.17 | 25.84 | -9.46 | 4.35 | 18.26 | 3.90 | -6.13 | 14.42 | 7.20 | -2.32 | 3.08 | 15.19 | 1.86 | -1.08 | 9.03 | 31.92 | -4.36 | 22.00 | 20.57 | 14.91 | 8.71 | 27.40 | 4.45 | 6.75 |
| Sharpe Ratio | NA | 1.47 | 0.85 | 0.97 | 0.72 | NA | NA | … | … | 0.10 | 1.21 | 2.96 | -1.26 | 0.47 | 2.07 | 0.51 | -0.95 | 2.53 | 1.17 | -0.46 | 0.45 | 2.07 | 0.27 | -0.13 | 0.82 | 3.18 | -1.00 | 1.58 | 1.82 | 2.04 | 0.96 | 4.99 | 0.77 | 1.09 |
| Standard Deviation(%) | NA | 8.79 | 8.30 | 8.56 | 7.37 | NA | NA | … | … | 12.05 | 8.75 | 7.30 | 8.57 | 9.11 | 8.73 | 4.85 | 7.85 | 5.45 | 5.98 | 5.06 | 6.79 | 7.31 | 6.63 | 8.77 | 10.84 | 10.01 | 5.29 | 12.06 | 9.53 | 6.24 | 8.12 | 5.35 | 4.34 | 4.06 |
| Draw Down(%) | NA | 5.67 | 13.18 | 15.29 | 16.12 | NA | NA | … | … | 0.81 | 5.67 | 4.64 | 14.16 | 5.14 | 10.78 | 3.79 | 12.27 | 2.15 | 4.34 | 7.44 | 6.87 | 5.02 | 7.49 | 8.48 | 9.21 | 4.67 | 6.73 | 10.51 | 13.44 | 4.68 | 9.85 | 3.51 | 5.72 | 2.76 |
| Yield(%) | NA | 14.63 | 11.40 | 8.91 | 6.35 | NA | NA | … | … | NA | 4.46 | 14.37 | 8.12 | 7.27 | 7.41 | 2.42 | 2.72 | 3.50 | 4.03 | 1.85 | 6.95 | 8.28 | 2.72 | 3.02 | 3.18 | 4.59 | 2.87 | 13.01 | 8.81 | 5.51 | 1.92 | 1.38 | 4.82 | 6.70 |
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 |
|---|---|---|---|---|
| TREE.COM 401(K) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.47%
Mar 2017 – Mar 2020 |
1.73%
Dec 2017 – Dec 2022 |
3.35%
Mar 2010 – Mar 2020 |
5.06%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TREE.COM 401(K) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
21.90%
Oct 2004 – Oct 2007 |
19.51%
Oct 2002 – Oct 2007 |
14.13%
Apr 2001 – Apr 2011 |
11.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart