Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Virtual Computing Environment Company (VCE) 401K Tactical Asset Allocation Moderate | NA | 17.54% | 0.33% | 6.01% | 5.85% | 5.82% | 7.88% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Virtual Computing Environment Company (VCE) 401K 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 (%) | -1.20 | 17.54 | 0.33 | 6.01 | 5.85 | 5.82 | 7.88 | … | … | 0.48 | 5.73 | 15.94 | -16.17 | 6.30 | 16.19 | 19.26 | -6.01 | 16.20 | 7.86 | -3.54 | 1.50 | 12.46 | 3.99 | 0.02 | 7.65 | 28.67 | -5.07 | 18.33 | 16.69 | 13.33 | 12.02 | 24.32 | 6.73 | 7.77 |
| Sharpe Ratio | NA | 0.02 | -0.28 | 0.21 | 0.43 | NA | NA | … | … | 0.05 | -0.10 | 1.48 | -1.63 | 0.65 | 0.91 | 2.61 | -0.95 | 3.03 | 1.51 | -0.72 | 0.23 | 1.78 | 0.70 | 0.00 | 0.75 | 2.85 | -1.01 | 1.26 | 1.43 | 1.84 | 1.33 | 4.56 | 1.10 | 1.06 |
| Standard Deviation(%) | NA | 8.36 | 9.14 | 11.41 | 9.14 | NA | NA | … | … | 8.84 | 8.37 | 7.92 | 10.78 | 9.64 | 17.52 | 6.85 | 7.72 | 5.14 | 5.08 | 4.97 | 6.45 | 6.99 | 5.61 | 7.23 | 10.05 | 10.04 | 5.91 | 12.15 | 9.41 | 6.05 | 8.35 | 5.19 | 5.12 | 5.15 |
| Draw Down(%) | NA | 5.95 | 16.25 | 21.01 | 21.01 | NA | NA | … | … | 0.79 | 5.95 | 6.37 | 16.80 | 6.47 | 21.01 | 3.69 | 13.42 | 2.14 | 3.03 | 6.63 | 6.23 | 6.27 | 5.92 | 5.97 | 7.93 | 4.67 | 9.85 | 9.61 | 13.78 | 4.88 | 9.35 | 4.12 | 6.41 | 4.01 |
| Yield(%) | NA | 3.50 | 2.63 | 3.28 | 2.93 | NA | NA | … | … | NA | 0.62 | 3.62 | 2.02 | 1.72 | 5.05 | 3.88 | 3.61 | 1.75 | 3.25 | 1.57 | 2.86 | 3.82 | 5.15 | 2.72 | 3.97 | 4.71 | 3.37 | 8.57 | 6.58 | 4.78 | 3.23 | 4.97 | 5.40 | 7.71 |
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 |
|---|---|---|---|---|
| The Virtual Computing Environment Company (VCE) 401K Tactical Asset Allocation Moderate |
-0.54%
Apr 2021 – Apr 2024 |
2.55%
Apr 2011 – Apr 2016 |
3.95%
Mar 2010 – Mar 2020 |
5.29%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Virtual Computing Environment Company (VCE) 401K Tactical Asset Allocation Moderate |
19.77%
Oct 2004 – Oct 2007 |
18.29%
Oct 2002 – Oct 2007 |
13.02%
Apr 2001 – Apr 2011 |
10.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart