Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BECK TOOL INC 401K PLAN Tactical Asset Allocation Moderate | NA | 27.64% | 10.00% | 11.01% | 7.50% | 7.93% | 8.58% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BECK TOOL INC 401K 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 (%) | -0.75 | 27.64 | 10.00 | 11.01 | 7.50 | 7.93 | 8.58 | … | … | 0.82 | 16.49 | 23.59 | -10.05 | 12.33 | 15.07 | 15.35 | -2.79 | 7.33 | 6.68 | -3.11 | 3.50 | 10.06 | 9.93 | 0.77 | 14.42 | 28.99 | -5.69 | 10.93 | 19.99 | 2.04 | 9.66 | 20.69 | 3.65 | 6.96 |
| Sharpe Ratio | NA | 1.22 | 0.69 | 0.86 | 0.70 | NA | NA | … | … | 0.08 | 1.05 | 2.48 | -1.09 | 1.09 | 1.49 | 2.57 | -0.53 | 1.04 | 1.01 | -0.40 | 0.55 | 1.30 | 1.93 | 0.07 | 1.03 | 2.73 | -0.94 | 0.87 | 2.24 | -0.02 | 1.17 | 2.95 | 0.45 | 0.93 |
| Standard Deviation(%) | NA | 9.40 | 9.29 | 9.87 | 8.50 | NA | NA | … | … | 9.48 | 9.46 | 7.79 | 10.45 | 11.24 | 9.97 | 5.42 | 7.81 | 6.44 | 6.44 | 7.90 | 6.38 | 7.71 | 5.10 | 11.36 | 13.88 | 10.57 | 7.05 | 9.09 | 7.46 | 5.81 | 7.48 | 6.77 | 5.58 | 4.98 |
| Draw Down(%) | NA | 7.25 | 13.42 | 15.78 | 15.78 | NA | NA | … | … | 0.61 | 7.25 | 4.93 | 15.78 | 5.56 | 11.57 | 2.50 | 9.44 | 4.84 | 5.36 | 9.09 | 4.74 | 7.67 | 4.53 | 11.34 | 12.05 | 4.68 | 13.72 | 6.33 | 5.20 | 5.26 | 7.42 | 4.88 | 5.77 | 4.23 |
| Yield(%) | NA | 15.75 | 11.73 | 9.51 | 7.02 | NA | NA | … | … | NA | 4.19 | 15.43 | 6.42 | 9.07 | 7.91 | 4.72 | 2.83 | 0.24 | 7.03 | 6.18 | 6.30 | 2.40 | 4.28 | 4.43 | 4.55 | 4.14 | 5.14 | 6.04 | 18.88 | 2.51 | 5.10 | 5.09 | 5.37 | 7.82 |
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 |
|---|---|---|---|---|
| BECK TOOL INC 401K PLAN Tactical Asset Allocation Moderate |
1.35%
Apr 2013 – Apr 2016 |
2.02%
Apr 2011 – Apr 2016 |
4.70%
Apr 2010 – Apr 2020 |
6.33%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BECK TOOL INC 401K PLAN Tactical Asset Allocation Moderate |
16.20%
Feb 2009 – Feb 2012 |
13.85%
Oct 2002 – Oct 2007 |
11.55%
Apr 2001 – Apr 2011 |
9.30%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart