Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Toyoda Gosei 401(k) Plan Tactical Asset Allocation Moderate | NA | 18.66% | 1.36% | 3.87% | 3.63% | 5.03% | 5.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Toyoda Gosei 401(k) 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 (%) | -0.52 | 18.66 | 1.36 | 3.87 | 3.63 | 5.03 | 5.37 | … | … | 0.50 | 2.64 | 12.60 | -10.22 | 0.38 | 6.65 | 11.72 | -1.99 | 7.70 | 4.15 | -1.65 | 4.01 | 14.61 | 7.38 | 1.46 | 8.15 | 18.87 | -5.34 | 6.11 | 10.48 | 3.01 | 8.54 | 17.11 | 2.28 | 6.45 |
| Sharpe Ratio | NA | -0.28 | -0.24 | -0.03 | 0.16 | NA | NA | … | … | 0.10 | -0.41 | 1.05 | -0.89 | 0.04 | 0.51 | 1.16 | -0.45 | 1.25 | 0.86 | -0.35 | 0.71 | 2.12 | 1.27 | 0.18 | 0.79 | 2.69 | -2.16 | 0.34 | 1.04 | 0.14 | 1.11 | 2.81 | 0.27 | 1.08 |
| Standard Deviation(%) | NA | 9.60 | 10.44 | 10.75 | 8.88 | NA | NA | … | … | 4.58 | 9.67 | 7.94 | 13.04 | 9.79 | 12.50 | 8.90 | 7.35 | 5.67 | 4.60 | 4.88 | 5.59 | 6.87 | 5.79 | 8.03 | 10.18 | 6.99 | 2.90 | 9.24 | 6.92 | 5.96 | 6.86 | 5.84 | 4.31 | 3.83 |
| Draw Down(%) | NA | 8.60 | 15.34 | 21.07 | 21.07 | NA | NA | … | … | 0.32 | 8.60 | 7.26 | 15.76 | 9.04 | 20.14 | 5.91 | 7.37 | 4.10 | 3.68 | 4.83 | 4.88 | 4.87 | 4.56 | 7.87 | 8.88 | 3.48 | 6.18 | 6.22 | 7.88 | 4.88 | 5.63 | 3.00 | 4.02 | 2.53 |
| Yield(%) | NA | 4.83 | 4.54 | 4.83 | 3.48 | NA | NA | … | … | NA | 0.56 | 5.17 | 5.62 | 1.83 | 8.17 | 1.67 | 5.28 | 0.05 | 1.48 | 1.36 | 2.73 | 4.38 | 1.22 | 1.71 | 1.62 | 1.81 | 1.11 | 3.34 | 4.20 | 2.53 | 3.39 | 4.42 | 3.53 | 5.67 |
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 |
|---|---|---|---|---|
| Toyoda Gosei 401(k) Plan Tactical Asset Allocation Moderate |
-1.64%
Sep 2019 – Sep 2022 |
-0.38%
Sep 2017 – Sep 2022 |
2.41%
Oct 2013 – Oct 2023 |
3.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Toyoda Gosei 401(k) Plan Tactical Asset Allocation Moderate |
11.17%
Apr 2009 – Apr 2012 |
10.65%
Jun 2009 – Jun 2014 |
7.88%
Apr 2001 – Apr 2011 |
7.16%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart