Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| A.E. Petsche Co. Retirement Plan Tactical Asset Allocation Moderate | NA | 21.79% | 2.27% | 6.75% | 4.94% | 5.17% | 5.57% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A.E. Petsche Co. Retirement 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 (%) | -1.03 | 21.79 | 2.27 | 6.75 | 4.94 | 5.17 | 5.57 | … | … | 0.47 | 5.36 | 14.32 | -14.85 | 11.32 | 15.16 | 7.71 | -3.55 | 12.32 | 5.58 | -3.92 | -1.02 | 12.97 | 6.48 | 6.57 | 0.26 | 11.66 | -2.44 | 8.67 | 12.02 | 1.98 | 11.95 | 17.75 | 7.13 | 6.18 |
| Sharpe Ratio | NA | -0.02 | -0.25 | 0.33 | 0.37 | NA | NA | … | … | 0.08 | -0.15 | 1.24 | -1.17 | 1.33 | 1.70 | 1.48 | -0.64 | 2.53 | 1.10 | -0.78 | -0.17 | 1.81 | 1.24 | 0.82 | 0.02 | 1.43 | -0.60 | 0.59 | 1.14 | -0.03 | 1.51 | 2.90 | 1.39 | 0.95 |
| Standard Deviation(%) | NA | 8.31 | 10.46 | 9.78 | 7.90 | NA | NA | … | … | 5.48 | 8.35 | 8.13 | 13.88 | 8.48 | 8.80 | 4.25 | 7.59 | 4.63 | 4.87 | 5.06 | 5.96 | 7.13 | 5.18 | 7.93 | 10.51 | 8.11 | 5.62 | 9.54 | 7.70 | 6.09 | 7.28 | 5.88 | 4.34 | 4.07 |
| Draw Down(%) | NA | 6.28 | 20.38 | 21.65 | 21.65 | NA | NA | … | … | 0.35 | 6.16 | 7.73 | 21.04 | 3.82 | 9.12 | 3.10 | 10.01 | 1.58 | 2.43 | 5.93 | 5.84 | 5.57 | 3.92 | 4.69 | 11.43 | 4.35 | 7.59 | 6.79 | 8.12 | 4.87 | 6.81 | 3.42 | 3.07 | 3.35 |
| Yield(%) | NA | 4.52 | 4.62 | 3.92 | 2.98 | NA | NA | … | … | NA | 0.26 | 4.71 | 4.57 | 4.35 | 2.17 | 4.36 | 1.39 | 0.17 | 2.34 | 2.83 | 3.24 | 1.76 | 2.48 | 3.32 | 2.36 | 3.43 | 4.24 | 6.93 | 3.65 | 2.50 | 2.65 | 4.09 | 3.97 | 5.39 |
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 |
|---|---|---|---|---|
| A.E. Petsche Co. Retirement Plan Tactical Asset Allocation Moderate |
0.13%
Dec 2013 – Dec 2016 |
1.46%
Sep 2017 – Sep 2022 |
2.97%
Oct 2013 – Oct 2023 |
3.51%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A.E. Petsche Co. Retirement Plan Tactical Asset Allocation Moderate |
12.20%
Apr 2003 – Apr 2006 |
11.22%
Oct 2002 – Oct 2007 |
7.82%
Apr 2001 – Apr 2011 |
6.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart