Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Prometheus Laboratories Inc. 401K Tactical Asset Allocation Moderate | NA | 18.77% | 1.26% | 5.84% | 3.69% | 4.27% | 6.79% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Prometheus Laboratories Inc. 401K 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 (%) | -0.98 | 18.77 | 1.26 | 5.84 | 3.69 | 4.27 | 6.79 | … | … | 0.35 | 2.28 | 7.83 | -10.71 | 13.43 | 11.76 | -0.31 | -4.15 | 11.11 | 6.89 | -3.84 | -0.26 | 15.11 | 8.07 | -3.60 | 3.09 | 31.73 | -9.42 | 21.02 | 23.16 | 10.50 | 14.52 | 27.01 | 10.36 | 7.59 |
| Sharpe Ratio | NA | -0.28 | -0.48 | 0.22 | 0.20 | NA | NA | … | … | 0.03 | -0.39 | 0.46 | -1.36 | 1.38 | 1.21 | -0.33 | -0.76 | 1.72 | 0.99 | -0.71 | -0.04 | 2.03 | 1.30 | -0.48 | 0.23 | 2.97 | -1.74 | 1.53 | 2.21 | 1.33 | 1.61 | 4.71 | 2.39 | 1.67 |
| Standard Deviation(%) | NA | 11.12 | 9.39 | 9.48 | 8.01 | NA | NA | … | … | 10.92 | 11.13 | 7.70 | 8.93 | 9.75 | 9.50 | 5.24 | 7.19 | 6.11 | 6.75 | 5.47 | 6.65 | 7.43 | 6.15 | 7.54 | 13.05 | 10.65 | 5.96 | 11.76 | 9.01 | 6.25 | 8.42 | 5.59 | 3.87 | 3.15 |
| Draw Down(%) | NA | 9.86 | 15.90 | 16.48 | 21.12 | NA | NA | … | … | 0.91 | 9.86 | 6.92 | 12.39 | 5.48 | 13.77 | 5.96 | 11.61 | 2.35 | 4.64 | 7.42 | 7.66 | 4.43 | 5.40 | 10.06 | 12.85 | 5.89 | 11.52 | 9.46 | 12.95 | 6.30 | 10.09 | 6.02 | 4.18 | 2.14 |
| Yield(%) | NA | 3.55 | 3.78 | 4.10 | 3.53 | NA | NA | … | … | NA | 0.75 | 3.42 | 2.24 | 5.75 | 6.31 | 2.85 | 2.18 | 0.32 | 2.95 | 2.49 | 6.42 | 2.49 | 4.45 | 2.48 | 3.42 | 3.64 | 3.36 | 5.02 | 3.58 | 2.98 | 1.08 | 1.31 | 4.76 | 6.29 |
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 |
|---|---|---|---|---|
| Prometheus Laboratories Inc. 401K Tactical Asset Allocation Moderate |
-3.03%
Apr 2017 – Apr 2020 |
-0.37%
Apr 2015 – Apr 2020 |
1.40%
Apr 2010 – Apr 2020 |
3.52%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Prometheus Laboratories Inc. 401K Tactical Asset Allocation Moderate |
22.67%
Oct 2004 – Oct 2007 |
20.92%
Oct 2002 – Oct 2007 |
13.66%
Apr 2001 – Apr 2011 |
10.10%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart