Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Friendly Ford 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 12.79% | -3.14% | 3.64% | 2.63% | 3.98% | 5.61% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Friendly Ford 401(k) 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 (%) | -1.00 | 12.79 | -3.14 | 3.64 | 2.63 | 3.98 | 5.61 | … | … | 0.28 | 4.87 | 10.11 | -17.40 | 6.11 | 17.06 | 4.95 | -5.21 | 11.47 | 7.26 | -8.65 | 0.83 | 11.77 | 4.32 | 7.73 | 5.64 | 27.73 | -9.20 | 15.17 | 16.86 | 6.01 | 7.90 | 14.11 | 1.11 | 2.31 |
| Sharpe Ratio | NA | -0.06 | -0.61 | 0.11 | 0.12 | NA | NA | … | … | 0.03 | -0.21 | 0.75 | -2.14 | 0.55 | 1.94 | 0.70 | -0.76 | 1.64 | 1.34 | -1.42 | 0.14 | 1.73 | 0.91 | 1.12 | 0.57 | 2.80 | -2.11 | 1.08 | 1.27 | 0.61 | 0.94 | 2.48 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 8.15 | 8.28 | 9.02 | 7.84 | NA | NA | … | … | 7.75 | 8.22 | 7.78 | 8.78 | 11.16 | 8.65 | 5.05 | 8.55 | 6.60 | 5.25 | 6.09 | 5.75 | 6.77 | 4.67 | 6.89 | 9.75 | 9.88 | 4.80 | 11.32 | 10.73 | 6.26 | 7.41 | 5.41 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.52 | 17.65 | 23.54 | 23.54 | NA | NA | … | … | 0.62 | 5.52 | 6.10 | 18.10 | 9.84 | 11.01 | 4.13 | 12.18 | 4.94 | 3.52 | 11.93 | 6.59 | 4.98 | 5.07 | 4.33 | 7.76 | 5.22 | 9.64 | 8.52 | 10.45 | 5.07 | 7.62 | 3.25 | 0.00 | 0.00 |
| Yield(%) | NA | 2.41 | 2.64 | 3.18 | 2.46 | NA | NA | … | … | NA | 0.49 | 2.22 | 1.47 | 4.00 | 4.67 | 3.76 | 3.15 | 0.07 | 2.06 | 1.44 | 1.79 | 4.53 | 2.66 | 2.10 | 1.89 | 3.06 | 2.35 | 9.89 | 7.43 | 3.69 | 3.56 | 1.42 | 1.11 | 2.31 |
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 |
|---|---|---|---|---|
| Friendly Ford 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-3.31%
May 2021 – May 2024 |
-0.13%
Oct 2017 – Oct 2022 |
1.69%
Oct 2013 – Oct 2023 |
3.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Friendly Ford 401(k) Retirement Plan Tactical Asset Allocation Moderate |
15.86%
Oct 2004 – Oct 2007 |
12.94%
Oct 2002 – Oct 2007 |
9.61%
Jul 2003 – Jul 2013 |
7.89%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart