Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AssistedCare Management Group, Inc Tactical Asset Allocation Moderate | NA | 17.45% | -0.87% | 6.21% | 7.80% | 7.31% | 8.47% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AssistedCare Management Group, Inc 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 (%) | -1.39 | 17.45 | -0.87 | 6.21 | 7.80 | 7.31 | 8.47 | … | … | 0.32 | 4.42 | 6.94 | -18.82 | 12.70 | 20.69 | 22.36 | 20.01 | 13.25 | 5.20 | -6.51 | -3.10 | 11.09 | 10.88 | -2.43 | 12.89 | 20.77 | -10.40 | 19.84 | 15.93 | 12.91 | 11.78 | 22.78 | 9.04 | 5.57 |
| Sharpe Ratio | NA | -0.08 | -0.63 | 0.20 | 0.65 | NA | NA | … | … | 0.03 | -0.22 | 0.35 | -2.02 | 1.23 | 2.30 | 2.29 | 1.90 | 2.41 | 0.81 | -1.01 | -0.49 | 1.57 | 1.88 | -0.25 | 0.97 | 1.95 | -1.67 | 1.35 | 1.31 | 1.54 | 1.21 | 3.85 | 2.20 | 0.93 |
| Standard Deviation(%) | NA | 9.68 | 9.11 | 9.42 | 8.56 | NA | NA | … | … | 7.49 | 9.74 | 7.73 | 10.00 | 10.35 | 8.89 | 9.14 | 9.85 | 5.24 | 6.16 | 6.50 | 6.29 | 7.04 | 5.75 | 9.71 | 13.22 | 10.63 | 6.80 | 12.48 | 9.68 | 6.96 | 8.97 | 5.73 | 3.61 | 3.49 |
| Draw Down(%) | NA | 8.22 | 19.29 | 22.19 | 22.19 | NA | NA | … | … | 0.55 | 8.22 | 7.25 | 19.31 | 4.41 | 4.58 | 0.47 | 5.55 | 2.65 | 5.09 | 9.76 | 8.35 | 6.41 | 3.84 | 8.87 | 8.86 | 5.84 | 14.24 | 10.25 | 13.70 | 5.82 | 12.96 | 3.73 | 1.92 | 2.49 |
| Yield(%) | NA | 4.08 | 5.11 | 9.62 | 8.87 | NA | NA | … | … | NA | 0.55 | 4.06 | 2.42 | 8.71 | 15.13 | 21.59 | 21.25 | 2.77 | 2.25 | 3.90 | 6.54 | 4.63 | 4.21 | 3.50 | 3.86 | 2.47 | 2.32 | 9.15 | 6.91 | 3.56 | 2.53 | 3.46 | 3.06 | 5.73 |
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 |
|---|---|---|---|---|
| AssistedCare Management Group, Inc Tactical Asset Allocation Moderate |
-3.22%
Dec 2021 – Dec 2024 |
1.04%
Apr 2011 – Apr 2016 |
4.33%
Oct 2007 – Oct 2017 |
6.26%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AssistedCare Management Group, Inc Tactical Asset Allocation Moderate |
22.32%
May 2018 – May 2021 |
18.18%
Oct 2002 – Oct 2007 |
12.06%
Apr 2001 – Apr 2011 |
9.80%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart