Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Harnish Group 401K Retirement Plan Tactical Asset Allocation Moderate | NA | 2.93% | 1.50% | 0.56% | 1.74% | 4.60% | 5.61% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Harnish Group 401K Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.45 | 2.93 | 1.50 | 0.56 | 1.74 | 4.60 | 5.61 | … | … | 0.04 | 13.15 | -20.55 | 12.43 | 2.28 | 10.64 | -2.88 | 10.73 | 6.81 | -5.56 | 1.97 | 15.20 | 8.16 | 5.60 | 8.34 | 16.76 | 0.52 | 11.75 | 14.93 | 6.10 | 7.11 | 18.57 | 2.45 | 1.67 |
| Sharpe Ratio | NA | 0.48 | -0.14 | 0.09 | 0.19 | NA | NA | … | … | -0.03 | 1.10 | -2.04 | 1.53 | 0.15 | 2.38 | -0.56 | 2.10 | 1.44 | -0.96 | 0.33 | 2.12 | 1.31 | 0.69 | 0.73 | 1.74 | -0.09 | 0.84 | 1.45 | 0.70 | 0.82 | 3.22 | 0.29 | -0.12 |
| Standard Deviation(%) | NA | 7.94 | 9.06 | 9.62 | 7.91 | NA | NA | … | … | 7.65 | 8.09 | 10.75 | 8.09 | 13.95 | 3.88 | 7.43 | 4.82 | 4.59 | 5.79 | 5.94 | 7.14 | 6.17 | 8.04 | 11.34 | 9.58 | 4.74 | 10.47 | 8.03 | 5.59 | 7.56 | 5.55 | 4.70 | 5.18 |
| Draw Down(%) | NA | 6.89 | 21.38 | 21.38 | 21.38 | NA | NA | … | … | 2.30 | 6.89 | 21.38 | 4.15 | 18.54 | 2.34 | 9.21 | 2.83 | 3.23 | 8.48 | 5.63 | 4.85 | 5.61 | 5.05 | 9.60 | 4.28 | 5.22 | 6.88 | 9.37 | 4.42 | 6.38 | 2.64 | 5.32 | 5.82 |
| Yield(%) | NA | 4.19 | 3.96 | 3.88 | 3.25 | NA | NA | … | … | 0.01 | 4.39 | 2.58 | 4.98 | 3.15 | 4.41 | 2.46 | 0.36 | 4.65 | 2.32 | 3.54 | 2.87 | 2.20 | 4.81 | 3.24 | 4.94 | 3.85 | 4.25 | 4.49 | 3.98 | 3.46 | 4.86 | 2.57 | 0.54 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Harnish Group 401K Retirement Plan Tactical Asset Allocation Moderate |
-2.97%
Dec 2019 – Dec 2022 |
-0.44%
Oct 2017 – Oct 2022 |
1.74%
Oct 2013 – Oct 2023 |
4.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Harnish Group 401K Retirement Plan Tactical Asset Allocation Moderate |
12.68%
Oct 2004 – Oct 2007 |
12.34%
Oct 2002 – Oct 2007 |
10.02%
Jul 2003 – Jul 2013 |
8.58%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart