Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DeanMerrill Tactical Asset Allocation Moderate | NA | 20.82% | 11.83% | 13.10% | 7.67% | 7.54% | 9.24% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DeanMerrill 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 (%) | -0.77 | 20.82 | 11.83 | 13.10 | 7.67 | 7.54 | 9.24 | … | … | 0.77 | 14.11 | 16.11 | 5.37 | 18.46 | 11.05 | 9.53 | -4.76 | 11.22 | 5.34 | -7.31 | 6.04 | 9.29 | 10.87 | -6.06 | 12.75 | 28.37 | -1.56 | 21.23 | 16.39 | 11.09 | 12.67 | 11.94 | 1.50 | 1.50 |
| Sharpe Ratio | NA | 1.17 | 1.05 | 1.27 | 0.82 | NA | NA | … | … | 0.11 | 0.98 | 1.72 | 0.45 | 2.16 | 1.18 | 1.78 | -0.71 | 2.03 | 0.88 | -1.17 | 1.03 | 1.46 | 2.91 | -0.53 | 0.95 | 2.55 | -0.29 | 1.30 | 1.24 | 1.05 | 1.56 | 1.85 | 0.07 | -0.32 |
| Standard Deviation(%) | NA | 7.62 | 7.84 | 8.26 | 7.33 | NA | NA | … | … | 6.37 | 7.69 | 6.90 | 8.86 | 8.53 | 9.16 | 4.55 | 8.53 | 5.21 | 5.82 | 6.28 | 5.83 | 6.34 | 3.71 | 11.59 | 13.36 | 11.07 | 8.70 | 14.01 | 10.56 | 8.51 | 7.52 | 6.08 | 5.35 | 2.54 |
| Draw Down(%) | NA | 6.65 | 7.44 | 12.69 | 12.69 | NA | NA | … | … | 0.41 | 6.65 | 3.99 | 7.44 | 4.53 | 12.69 | 2.30 | 11.42 | 2.32 | 6.26 | 11.17 | 5.60 | 6.31 | 2.15 | 13.64 | 9.13 | 4.98 | 10.33 | 10.17 | 12.07 | 5.28 | 9.84 | 7.46 | 8.75 | 2.01 |
| Yield(%) | NA | 15.21 | 9.36 | 7.36 | 5.16 | NA | NA | … | … | NA | 4.70 | 14.11 | 7.63 | 2.00 | 3.75 | 5.19 | 2.00 | 0.80 | 5.17 | 2.98 | 3.86 | 2.56 | 4.45 | 2.60 | 4.52 | 4.59 | 2.58 | 2.84 | 3.25 | 3.75 | 4.12 | 4.47 | 1.10 | 1.74 |
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 |
|---|---|---|---|---|
| DeanMerrill Tactical Asset Allocation Moderate |
1.08%
Nov 2013 – Nov 2016 |
1.22%
Mar 2015 – Mar 2020 |
3.20%
Apr 2010 – Apr 2020 |
6.59%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DeanMerrill Tactical Asset Allocation Moderate |
19.52%
Oct 2004 – Oct 2007 |
17.22%
Apr 2005 – Apr 2010 |
11.78%
Jul 2003 – Jul 2013 |
9.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart