Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Compete Inc 401K Plan Tactical Asset Allocation Moderate | NA | 0.29% | 2.55% | 4.91% | 4.83% | 6.28% | 6.05% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Compete Inc 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.22 | 0.29 | 2.55 | 4.91 | 4.83 | 6.28 | 6.05 | … | … | 1.29 | 11.93 | -14.53 | 11.29 | 18.56 | 12.50 | 0.44 | 11.89 | 3.64 | -1.15 | 4.16 | 16.20 | 6.97 | 3.39 | 9.45 | 13.91 | -5.02 | 9.61 | 11.23 | 2.06 | 5.83 | 14.59 | 3.74 | 6.37 |
| Sharpe Ratio | NA | 0.69 | 0.10 | 0.73 | 0.49 | NA | NA | … | … | 0.16 | 1.01 | -2.15 | 1.36 | 1.91 | 3.06 | -0.04 | 2.18 | 0.98 | -0.23 | 0.75 | 2.62 | 1.74 | 0.61 | 1.32 | 1.86 | -1.56 | 0.69 | 1.57 | -0.02 | 0.84 | 3.31 | 0.59 | 0.98 |
| Standard Deviation(%) | NA | 7.52 | 7.65 | 7.63 | 9.53 | NA | NA | … | … | 6.32 | 7.59 | 7.41 | 8.29 | 9.61 | 3.62 | 23.00 | 5.17 | 3.50 | 5.13 | 5.50 | 6.17 | 3.98 | 5.47 | 7.07 | 7.44 | 3.82 | 9.64 | 5.09 | 4.92 | 5.79 | 4.19 | 4.44 | 4.13 |
| Draw Down(%) | NA | 6.71 | 16.02 | 16.02 | 16.02 | NA | NA | … | … | 1.39 | 6.71 | 15.86 | 4.21 | 10.52 | 1.85 | 15.84 | 2.63 | 3.77 | 5.38 | 3.83 | 4.42 | 3.73 | 4.95 | 5.76 | 4.82 | 5.54 | 7.55 | 5.79 | 4.93 | 7.20 | 2.65 | 4.97 | 3.00 |
| Yield(%) | NA | 3.45 | 3.30 | 3.81 | 3.32 | NA | NA | … | … | 0.00 | 3.67 | 2.00 | 4.25 | 5.65 | 3.67 | 3.23 | 0.29 | 4.22 | 1.81 | 4.79 | 6.02 | 3.13 | 3.49 | 3.71 | 3.28 | 1.67 | 5.41 | 7.31 | 5.01 | 3.03 | 4.80 | 4.16 | 5.81 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| Compete Inc 401K Plan Tactical Asset Allocation Moderate |
1.91%
Nov 2020 – Nov 2023 |
3.68%
Feb 2014 – Feb 2019 |
4.83%
Oct 2013 – Oct 2023 |
5.65%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Compete Inc 401K Plan Tactical Asset Allocation Moderate |
14.07%
Dec 2018 – Dec 2021 |
10.78%
Dec 2016 – Dec 2021 |
8.27%
Dec 2011 – Dec 2021 |
7.86%
May 2006 – May 2021 |
Annualized Rolling Returns Comparison Chart