Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EquaTerra 401K Tactical Asset Allocation Moderate | NA | 18.27% | -1.50% | 5.13% | 4.21% | 3.79% | 4.66% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EquaTerra 401K 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 (%) | -1.09 | 18.27 | -1.50 | 5.13 | 4.21 | 3.79 | 4.66 | … | … | 0.20 | -1.01 | 7.63 | -14.29 | 8.93 | 13.73 | 15.41 | -1.66 | 11.29 | 0.21 | -1.80 | 1.10 | 13.75 | 8.19 | -13.78 | 3.99 | 10.03 | -10.85 | 11.67 | 15.32 | 8.69 | 12.62 | 20.20 | -4.19 | 2.31 |
| Sharpe Ratio | NA | -0.51 | -0.67 | 0.00 | 0.21 | NA | NA | … | … | 0.05 | -0.61 | 0.43 | -1.64 | 0.74 | 1.21 | 1.70 | -0.33 | 2.00 | 0.00 | -0.24 | 0.13 | 1.98 | 1.07 | -1.04 | 0.36 | 1.05 | -1.70 | 0.76 | 1.36 | 1.10 | 1.45 | 3.60 | -1.34 | 0.01 |
| Standard Deviation(%) | NA | 12.33 | 10.13 | 10.75 | 9.33 | NA | NA | … | … | 2.83 | 12.46 | 7.86 | 9.57 | 12.03 | 11.18 | 8.25 | 8.97 | 5.33 | 7.84 | 7.50 | 8.32 | 6.93 | 7.63 | 13.23 | 10.74 | 9.48 | 6.94 | 11.38 | 8.89 | 5.91 | 8.08 | 5.42 | 3.95 | 0.05 |
| Draw Down(%) | NA | 12.45 | 17.02 | 20.71 | 20.71 | NA | NA | … | … | 0.19 | 12.41 | 8.16 | 15.76 | 7.72 | 9.83 | 5.64 | 10.24 | 2.92 | 6.32 | 6.65 | 7.64 | 3.01 | 6.42 | 20.51 | 12.29 | 5.12 | 11.29 | 8.33 | 11.00 | 4.17 | 7.05 | 1.99 | 5.55 | 0.00 |
| Yield(%) | NA | 5.43 | 4.91 | 3.66 | 3.74 | NA | NA | … | … | NA | 0.13 | 6.08 | 1.48 | 7.59 | 1.64 | 2.28 | 2.85 | 0.25 | 2.19 | 4.73 | 8.82 | 1.14 | 1.28 | 0.27 | 1.18 | 0.93 | 0.59 | 6.47 | 6.64 | 2.88 | 0.89 | 1.36 | 1.06 | 2.31 |
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 |
|---|---|---|---|---|
| EquaTerra 401K Tactical Asset Allocation Moderate |
-2.98%
Dec 2021 – Dec 2024 |
-2.26%
Oct 2007 – Oct 2012 |
1.60%
Oct 2007 – Oct 2017 |
2.30%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EquaTerra 401K Tactical Asset Allocation Moderate |
17.11%
Apr 2003 – Apr 2006 |
14.56%
Oct 2002 – Oct 2007 |
7.11%
Apr 2001 – Apr 2011 |
5.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart