Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Alberto Culver 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 17.91% | 2.18% | 6.02% | 5.23% | 5.93% | 7.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alberto Culver 401(k) and Profit Sharing 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 (%) | -0.96 | 17.91 | 2.18 | 6.02 | 5.23 | 5.93 | 7.13 | … | … | 0.92 | 6.37 | 9.56 | -11.10 | 8.12 | 15.63 | 10.04 | -3.43 | 13.46 | 4.55 | -1.08 | -0.55 | 16.45 | 7.59 | -0.90 | 11.72 | 19.57 | -0.17 | 12.33 | 12.87 | 7.90 | 13.93 | 21.64 | 3.70 | 8.65 |
| Sharpe Ratio | NA | 0.15 | -0.27 | 0.33 | 0.45 | NA | NA | … | … | 0.10 | -0.03 | 0.68 | -1.30 | 0.87 | 1.75 | 1.76 | -0.64 | 2.40 | 1.01 | -0.21 | -0.09 | 2.34 | 1.24 | -0.10 | 1.07 | 2.18 | -0.16 | 0.99 | 1.31 | 1.02 | 1.73 | 3.58 | 0.53 | 1.17 |
| Standard Deviation(%) | NA | 8.49 | 8.68 | 8.83 | 7.38 | NA | NA | … | … | 8.41 | 8.49 | 7.76 | 9.61 | 9.30 | 8.78 | 4.90 | 7.42 | 5.36 | 4.30 | 5.37 | 6.35 | 7.02 | 6.06 | 8.95 | 10.90 | 8.91 | 6.72 | 9.48 | 7.34 | 5.61 | 7.50 | 5.85 | 4.93 | 5.43 |
| Draw Down(%) | NA | 6.24 | 13.11 | 13.11 | 13.11 | NA | NA | … | … | 0.44 | 6.24 | 6.99 | 12.13 | 4.53 | 10.38 | 3.47 | 9.27 | 3.02 | 3.47 | 5.47 | 5.91 | 4.64 | 5.65 | 9.51 | 8.78 | 4.94 | 6.64 | 6.06 | 8.26 | 3.85 | 6.36 | 3.26 | 5.79 | 4.10 |
| Yield(%) | NA | 3.77 | 3.86 | 3.77 | 3.60 | NA | NA | … | … | NA | 0.94 | 3.38 | 3.03 | 4.30 | 4.07 | 4.09 | 2.50 | 0.55 | 3.02 | 5.15 | 5.57 | 2.74 | 4.43 | 2.10 | 3.94 | 5.45 | 4.50 | 5.92 | 4.64 | 6.15 | 3.69 | 3.39 | 7.15 | 8.82 |
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 |
|---|---|---|---|---|
| Alberto Culver 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
0.54%
Apr 2021 – Apr 2024 |
2.42%
Dec 2013 – Dec 2018 |
3.73%
Oct 2013 – Oct 2023 |
5.49%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alberto Culver 401(k) and Profit Sharing Plan Tactical Asset Allocation Moderate |
16.30%
Apr 2003 – Apr 2006 |
14.76%
Oct 2002 – Oct 2007 |
11.71%
Apr 2001 – Apr 2011 |
9.36%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart