Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Global Solar Energy Inc 401K Savings Plan Tactical Asset Allocation Moderate | NA | 16.31% | 9.57% | 5.72% | 4.38% | 7.02% | 8.46% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Global Solar Energy Inc 401K Savings 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 (%) | -0.17 | 16.31 | 9.57 | 5.72 | 4.38 | 7.02 | 8.46 | … | … | 2.77 | 28.68 | -10.81 | 11.97 | 11.15 | 4.77 | -0.27 | 12.54 | 3.76 | -5.66 | 0.32 | 17.77 | 7.44 | -0.61 | 10.29 | 29.64 | -2.16 | 17.59 | 18.31 | 15.04 | 12.47 | 32.51 | 5.84 | 6.54 |
| Sharpe Ratio | NA | 2.80 | 0.79 | 0.83 | 0.60 | NA | NA | … | … | 0.40 | 3.33 | -1.28 | 1.12 | 1.15 | 0.66 | -0.20 | 2.47 | 0.66 | -0.98 | 0.04 | 2.40 | 1.49 | -0.08 | 0.91 | 2.85 | -0.54 | 0.93 | 1.54 | 2.00 | 1.29 | 6.25 | 1.02 | 0.90 |
| Standard Deviation(%) | NA | 7.25 | 9.14 | 8.72 | 7.57 | NA | NA | … | … | 6.18 | 7.33 | 9.55 | 10.70 | 9.52 | 5.12 | 7.87 | 4.83 | 5.39 | 5.80 | 7.15 | 7.39 | 4.97 | 8.28 | 11.18 | 10.37 | 5.71 | 15.63 | 9.77 | 6.45 | 8.95 | 5.09 | 4.64 | 4.68 |
| Draw Down(%) | NA | 3.28 | 17.66 | 17.66 | 17.66 | NA | NA | … | … | 0.94 | 3.28 | 15.98 | 5.81 | 11.52 | 3.83 | 8.01 | 3.22 | 4.51 | 9.87 | 6.88 | 4.22 | 3.93 | 7.97 | 8.87 | 4.74 | 7.42 | 11.17 | 14.67 | 5.42 | 11.67 | 2.40 | 6.22 | 3.26 |
| Yield(%) | NA | 13.85 | 9.27 | 7.20 | 4.62 | NA | NA | … | … | 0.86 | 14.33 | 6.14 | 6.95 | 4.58 | 3.67 | 1.21 | 0.32 | 2.90 | 3.15 | 2.80 | 10.18 | 3.95 | 4.06 | 3.24 | 4.23 | 3.65 | 11.68 | 10.01 | 4.42 | 2.82 | 4.63 | 5.60 | 7.60 |
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 |
|---|---|---|---|---|
| Global Solar Energy Inc 401K Savings Plan Tactical Asset Allocation Moderate |
-0.60%
Dec 2013 – Dec 2016 |
1.24%
Mar 2015 – Mar 2020 |
3.69%
Apr 2010 – Apr 2020 |
5.22%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Global Solar Energy Inc 401K Savings Plan Tactical Asset Allocation Moderate |
22.35%
Oct 2004 – Oct 2007 |
20.91%
Oct 2002 – Oct 2007 |
14.54%
Apr 2001 – Apr 2011 |
11.04%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart