Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Steed Flagg LLP Retirement Plan Tactical Asset Allocation Moderate | NA | 12.30% | -0.20% | 3.87% | 3.66% | 5.43% | 7.65% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Steed Flagg LLP 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 (%) | -0.83 | 12.30 | -0.20 | 3.87 | 3.66 | 5.43 | 7.65 | … | … | 0.98 | -2.32 | 13.55 | -17.40 | 11.35 | 11.20 | 9.80 | -4.34 | 11.89 | 6.73 | -5.39 | 3.59 | 11.66 | 9.20 | 0.89 | 15.14 | 32.48 | -6.59 | 17.02 | 15.98 | 15.14 | 16.19 | 26.45 | 2.39 | 0.29 |
| Sharpe Ratio | NA | -0.76 | -0.55 | 0.02 | 0.17 | NA | NA | … | … | 0.10 | -0.95 | 1.22 | -1.76 | 0.98 | 1.30 | 1.57 | -0.74 | 2.00 | 1.14 | -0.80 | 0.68 | 1.64 | 1.98 | 0.09 | 1.11 | 3.69 | -1.05 | 1.18 | 1.44 | 2.00 | 1.88 | 6.08 | 0.30 | -1.02 |
| Standard Deviation(%) | NA | 9.37 | 9.05 | 9.68 | 8.16 | NA | NA | … | … | 8.93 | 9.38 | 7.65 | 10.70 | 11.53 | 8.46 | 5.36 | 7.60 | 5.63 | 5.74 | 6.79 | 5.28 | 7.10 | 4.63 | 9.96 | 13.60 | 8.79 | 7.13 | 11.84 | 8.81 | 6.47 | 8.12 | 4.24 | 4.25 | 1.97 |
| Draw Down(%) | NA | 8.39 | 13.42 | 17.69 | 17.69 | NA | NA | … | … | 0.58 | 8.39 | 7.08 | 17.69 | 6.04 | 10.26 | 2.57 | 10.61 | 3.87 | 4.47 | 9.69 | 5.21 | 6.98 | 3.68 | 9.86 | 9.73 | 3.82 | 11.80 | 9.26 | 11.91 | 4.84 | 10.36 | 2.55 | 7.17 | 2.61 |
| Yield(%) | NA | 3.67 | 4.83 | 4.25 | 3.25 | NA | NA | … | … | NA | 0.55 | 3.74 | 1.23 | 9.36 | 2.95 | 4.42 | 4.16 | 0.03 | 2.23 | 2.49 | 2.39 | 5.24 | 4.75 | 2.80 | 3.30 | 4.20 | 3.32 | 9.95 | 6.87 | 5.01 | 2.59 | 3.67 | 0.72 | 2.12 |
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 |
|---|---|---|---|---|
| Steed Flagg LLP Retirement Plan Tactical Asset Allocation Moderate |
-2.88%
Dec 2021 – Dec 2024 |
1.09%
Oct 2017 – Oct 2022 |
2.99%
Oct 2013 – Oct 2023 |
4.64%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Steed Flagg LLP Retirement Plan Tactical Asset Allocation Moderate |
21.07%
Mar 2003 – Mar 2006 |
18.51%
Oct 2002 – Oct 2007 |
13.86%
Jan 2003 – Jan 2013 |
11.11%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart