Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hunt Companies Inc 401k plan Tactical Asset Allocation Moderate | NA | 26.29% | -0.51% | 4.11% | 4.67% | 5.90% | 6.90% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hunt Companies Inc 401k 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 (%) | -1.21 | 26.29 | -0.51 | 4.11 | 4.67 | 5.90 | 6.90 | … | … | -0.32 | 4.87 | 12.62 | -19.86 | 8.09 | 12.29 | 14.00 | -2.87 | 14.61 | 2.62 | -0.91 | 3.41 | 11.26 | 8.01 | 1.66 | 12.14 | 19.05 | -2.82 | 12.96 | 20.80 | 3.46 | 7.07 | 12.13 | 1.23 | 6.76 |
| Sharpe Ratio | NA | -0.14 | -0.43 | 0.02 | 0.26 | NA | NA | … | … | -0.05 | -0.18 | 0.78 | -1.39 | 0.84 | 1.54 | 2.63 | -0.56 | 2.92 | 0.50 | -0.15 | 0.57 | 1.53 | 1.44 | 0.18 | 0.85 | 2.26 | -0.79 | 0.89 | 2.07 | 0.21 | 1.04 | 2.17 | 0.03 | 1.10 |
| Standard Deviation(%) | NA | 9.51 | 12.16 | 10.93 | 8.72 | NA | NA | … | … | 7.85 | 9.59 | 10.78 | 15.32 | 9.56 | 7.85 | 4.79 | 7.52 | 4.79 | 4.80 | 6.22 | 5.93 | 7.33 | 5.53 | 9.06 | 14.25 | 8.39 | 4.73 | 11.22 | 8.48 | 6.07 | 5.92 | 5.28 | 4.43 | 4.06 |
| Draw Down(%) | NA | 8.68 | 22.81 | 26.55 | 26.55 | NA | NA | … | … | 0.89 | 8.68 | 10.88 | 24.38 | 5.88 | 10.45 | 2.45 | 8.52 | 1.38 | 3.80 | 7.36 | 4.43 | 7.33 | 4.79 | 9.14 | 10.76 | 4.18 | 8.36 | 7.86 | 7.08 | 4.31 | 5.32 | 4.11 | 5.26 | 2.77 |
| Yield(%) | NA | 3.78 | 4.55 | 5.24 | 4.70 | NA | NA | … | … | NA | 0.78 | 3.93 | 6.15 | 2.05 | 6.35 | 7.26 | 1.88 | 4.08 | 3.71 | 5.66 | 5.33 | 3.58 | 3.93 | 2.58 | 4.05 | 4.30 | 3.00 | 4.72 | 6.40 | 4.02 | 3.48 | 3.30 | 5.19 | 6.71 |
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 |
|---|---|---|---|---|
| Hunt Companies Inc 401k plan Tactical Asset Allocation Moderate |
-2.93%
Apr 2021 – Apr 2024 |
1.04%
Oct 2018 – Oct 2023 |
2.69%
Oct 2013 – Oct 2023 |
4.71%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hunt Companies Inc 401k plan Tactical Asset Allocation Moderate |
14.81%
Oct 2004 – Oct 2007 |
12.66%
May 2006 – May 2011 |
9.74%
Apr 2001 – Apr 2011 |
8.36%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart