Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Broadmead Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 18.17% | -0.13% | 1.51% | 2.94% | 4.42% | 5.30% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Broadmead Inc. 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 (%) | -1.32 | 18.17 | -0.13 | 1.51 | 2.94 | 4.42 | 5.30 | … | … | -0.01 | -1.28 | 11.79 | -16.66 | 7.75 | -0.48 | 13.03 | -2.03 | 6.93 | 4.07 | -1.46 | 5.62 | 12.12 | 6.79 | 5.78 | 5.54 | 18.33 | -0.62 | 8.46 | 9.92 | 3.74 | 7.14 | 14.35 | 0.60 | 7.54 |
| Sharpe Ratio | NA | -0.77 | -0.69 | -0.27 | 0.02 | NA | NA | … | … | -0.01 | -0.82 | 0.98 | -1.79 | 0.92 | -0.05 | 2.85 | -0.49 | 1.28 | 1.16 | -0.30 | 1.15 | 2.16 | 1.64 | 0.90 | 0.71 | 2.80 | -0.30 | 0.69 | 1.18 | 0.33 | 1.02 | 2.81 | -0.09 | 0.93 |
| Standard Deviation(%) | NA | 9.56 | 9.18 | 10.53 | 8.23 | NA | NA | … | … | 5.33 | 9.59 | 7.69 | 10.05 | 8.39 | 15.20 | 4.08 | 6.83 | 4.91 | 3.34 | 4.91 | 4.88 | 5.61 | 4.10 | 6.42 | 7.65 | 6.50 | 5.14 | 7.89 | 5.65 | 4.68 | 6.05 | 4.87 | 5.73 | 5.60 |
| Draw Down(%) | NA | 11.70 | 16.80 | 21.75 | 21.75 | NA | NA | … | … | 0.46 | 11.70 | 6.13 | 17.30 | 5.20 | 21.75 | 2.37 | 7.36 | 4.30 | 2.58 | 5.41 | 3.86 | 4.58 | 3.07 | 3.37 | 6.35 | 2.66 | 5.12 | 6.14 | 6.00 | 3.59 | 6.15 | 4.45 | 7.57 | 4.77 |
| Yield(%) | NA | 4.74 | 4.71 | 4.69 | 3.84 | NA | NA | … | … | NA | 0.98 | 4.63 | 2.21 | 6.86 | 5.50 | 3.67 | 5.01 | 0.43 | 2.54 | 3.65 | 3.28 | 7.30 | 5.63 | 4.09 | 3.54 | 5.77 | 3.64 | 6.80 | 6.61 | 3.87 | 4.06 | 4.44 | 5.34 | 8.04 |
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 |
|---|---|---|---|---|
| Broadmead Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-3.68%
Dec 2019 – Dec 2022 |
-0.30%
Oct 2017 – Oct 2022 |
1.82%
Dec 2014 – Dec 2024 |
3.56%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Broadmead Inc. 401(k) Retirement Plan Tactical Asset Allocation Moderate |
10.72%
Feb 2009 – Feb 2012 |
10.06%
Feb 2009 – Feb 2014 |
8.18%
Apr 2003 – Apr 2013 |
7.42%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart