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. Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 3.54% | 4.58% | 3.48% | 3.22% | 6.25% | 6.22% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.57 | 3.54 | 4.58 | 3.48 | 3.22 | 6.25 | 6.22 | … | … | 2.72 | 15.06 | -14.23 | 14.42 | 10.87 | 6.94 | -12.78 | 12.02 | 9.99 | -2.48 | 4.53 | 15.11 | 4.64 | 2.36 | 8.66 | 32.34 | 0.82 | 10.14 | 12.57 | 1.96 | 6.63 | 18.05 | -4.72 | 3.62 |
| Sharpe Ratio | NA | 1.12 | 0.34 | 0.53 | 0.39 | NA | NA | … | … | 0.34 | 1.28 | -1.46 | 1.53 | 1.06 | 1.24 | -0.98 | 2.24 | 2.09 | -0.49 | 0.69 | 2.20 | 0.91 | 0.32 | 0.79 | 2.05 | -0.02 | 0.75 | 1.32 | -0.03 | 0.81 | 3.03 | -1.20 | 0.92 |
| Standard Deviation(%) | NA | 8.25 | 9.46 | 8.93 | 8.46 | NA | NA | … | … | 7.19 | 8.42 | 10.69 | 9.44 | 10.01 | 4.48 | 14.32 | 5.09 | 4.67 | 5.14 | 6.51 | 6.86 | 5.03 | 7.36 | 10.90 | 15.72 | 5.07 | 9.48 | 7.06 | 6.24 | 7.00 | 5.73 | 4.87 | 1.43 |
| Draw Down(%) | NA | 7.29 | 16.28 | 16.28 | 18.33 | NA | NA | … | … | 1.37 | 7.29 | 14.83 | 4.84 | 7.84 | 2.67 | 18.33 | 2.53 | 3.25 | 5.76 | 6.41 | 4.33 | 4.75 | 5.70 | 10.15 | 4.51 | 6.66 | 6.45 | 7.12 | 5.72 | 6.00 | 2.93 | 8.43 | 0.91 |
| Yield(%) | NA | 4.08 | 5.37 | 5.00 | 3.62 | NA | NA | … | … | 0.00 | 4.26 | 2.77 | 9.25 | 4.81 | 4.16 | 3.42 | 0.37 | 2.67 | 2.15 | 2.73 | 0.56 | 3.03 | 3.94 | 2.77 | 3.53 | 3.18 | 1.23 | 4.64 | 3.19 | 2.73 | 2.34 | 2.46 | 3.84 |
Data as of 10/31/2023, 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. Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
-2.90%
Oct 2017 – Oct 2020 |
0.30%
Dec 2017 – Dec 2022 |
3.22%
Oct 2013 – Oct 2023 |
5.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
15.81%
Jun 2008 – Jun 2011 |
13.48%
Apr 2005 – Apr 2010 |
10.04%
Aug 2004 – Aug 2014 |
9.08%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart