Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Comtrol FBD Retirement Plan Tactical Asset Allocation Moderate | NA | 14.81% | -1.92% | 5.24% | 7.37% | 7.26% | 9.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Comtrol FBD 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 (%) | -0.91 | 14.81 | -1.92 | 5.24 | 7.37 | 7.26 | 9.74 | … | … | 1.13 | 2.13 | 10.28 | -16.89 | 4.87 | 21.12 | 23.25 | 14.11 | 13.26 | 8.53 | -3.83 | 1.83 | 14.93 | 4.84 | -0.08 | 8.85 | 35.64 | -2.73 | 21.14 | 18.77 | 14.19 | 14.53 | 29.33 | 7.45 | 8.75 |
| Sharpe Ratio | NA | -0.29 | -0.59 | 0.13 | 0.64 | NA | NA | … | … | 0.10 | -0.47 | 0.71 | -1.95 | 0.39 | 2.31 | 2.25 | 1.37 | 2.37 | 1.70 | -0.78 | 0.29 | 2.22 | 0.87 | -0.02 | 0.77 | 3.72 | -0.77 | 1.47 | 1.59 | 1.93 | 1.65 | 5.63 | 1.43 | 0.93 |
| Standard Deviation(%) | NA | 9.55 | 9.16 | 9.92 | 8.66 | NA | NA | … | … | 10.87 | 9.52 | 8.50 | 9.37 | 12.47 | 9.05 | 9.69 | 9.37 | 5.33 | 4.91 | 4.98 | 6.17 | 6.70 | 5.48 | 6.32 | 11.39 | 9.55 | 4.74 | 12.37 | 9.73 | 6.22 | 8.22 | 5.08 | 4.43 | 6.96 |
| Draw Down(%) | NA | 6.30 | 16.43 | 20.25 | 20.25 | NA | NA | … | … | 0.79 | 6.30 | 9.90 | 17.39 | 6.26 | 3.92 | 0.00 | 6.33 | 2.16 | 2.97 | 7.76 | 6.09 | 5.29 | 5.42 | 5.15 | 10.17 | 3.91 | 7.22 | 10.93 | 14.45 | 5.21 | 9.95 | 3.76 | 5.35 | 4.00 |
| Yield(%) | NA | 4.85 | 4.09 | 8.70 | 7.31 | NA | NA | … | … | NA | 0.61 | 4.94 | 1.95 | 5.26 | 13.72 | 23.25 | 13.41 | 0.27 | 2.93 | 1.89 | 5.62 | 4.70 | 5.16 | 3.91 | 3.82 | 4.18 | 3.09 | 8.97 | 7.30 | 4.62 | 3.15 | 5.05 | 3.79 | 6.54 |
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 |
|---|---|---|---|---|
| Comtrol FBD Retirement Plan Tactical Asset Allocation Moderate |
-2.18%
Dec 2021 – Dec 2024 |
3.35%
Dec 2010 – Dec 2015 |
6.35%
Oct 2013 – Oct 2023 |
6.68%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Comtrol FBD Retirement Plan Tactical Asset Allocation Moderate |
22.46%
Oct 2004 – Oct 2007 |
20.74%
Oct 2002 – Oct 2007 |
15.00%
Apr 2001 – Apr 2011 |
11.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart