Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Forge Resources Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 20.90% | 2.55% | 5.98% | 3.89% | 4.81% | 5.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Forge Resources Group 401(k) 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 (%) | -0.62 | 20.90 | 2.55 | 5.98 | 3.89 | 4.81 | 5.74 | … | … | 0.68 | 6.38 | 13.26 | -11.75 | 5.42 | 13.00 | 11.55 | -6.06 | 6.06 | 1.24 | -2.31 | 0.00 | 13.82 | 7.94 | 2.71 | 7.41 | 14.65 | -2.69 | 12.85 | 12.95 | 3.38 | 8.90 | 13.57 | 7.15 | 7.14 |
| Sharpe Ratio | NA | 0.15 | -0.15 | 0.27 | 0.24 | NA | NA | … | … | 0.11 | -0.03 | 1.28 | -1.07 | 0.61 | 1.60 | 2.48 | -1.02 | 0.79 | 0.25 | -0.40 | 0.00 | 1.99 | 1.29 | 0.39 | 0.72 | 2.01 | -0.65 | 1.12 | 1.45 | 0.22 | 1.04 | 2.14 | 1.85 | 1.10 |
| Standard Deviation(%) | NA | 8.04 | 9.41 | 9.02 | 7.58 | NA | NA | … | … | 5.69 | 8.08 | 7.03 | 12.29 | 8.78 | 7.97 | 4.10 | 7.25 | 6.84 | 4.17 | 5.84 | 5.97 | 6.91 | 6.11 | 6.82 | 10.21 | 7.23 | 5.56 | 8.82 | 6.66 | 5.51 | 7.68 | 6.01 | 3.26 | 4.39 |
| Draw Down(%) | NA | 7.00 | 16.51 | 20.27 | 20.27 | NA | NA | … | … | 0.31 | 7.00 | 6.52 | 17.30 | 7.41 | 9.17 | 2.32 | 11.66 | 7.08 | 5.15 | 8.03 | 5.23 | 6.28 | 5.92 | 4.63 | 8.19 | 3.99 | 8.62 | 6.53 | 8.57 | 4.58 | 6.78 | 3.20 | 1.72 | 3.41 |
| Yield(%) | NA | 4.40 | 4.03 | 3.75 | 3.05 | NA | NA | … | … | NA | 0.56 | 4.76 | 2.75 | 3.93 | 4.09 | 3.35 | 1.40 | 0.15 | 2.57 | 2.16 | 5.48 | 3.86 | 4.00 | 3.81 | 3.54 | 3.52 | 3.38 | 4.32 | 4.73 | 2.91 | 4.26 | 3.22 | 7.07 | 6.91 |
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 |
|---|---|---|---|---|
| Forge Resources Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.37%
Dec 2013 – Dec 2016 |
-0.35%
Sep 2017 – Sep 2022 |
2.16%
Oct 2013 – Oct 2023 |
3.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Forge Resources Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
13.17%
Oct 2004 – Oct 2007 |
11.66%
Oct 2002 – Oct 2007 |
8.93%
Apr 2001 – Apr 2011 |
7.16%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart