Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE DOE FUND INC 401(K)PLAN Tactical Asset Allocation Moderate | NA | 35.28% | 11.67% | 10.79% | 6.59% | 7.29% | 7.81% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE DOE FUND INC 401(K)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 (%) | 0.06 | 35.28 | 11.67 | 10.79 | 6.59 | 7.29 | 7.81 | … | … | 0.09 | 18.25 | 25.66 | -10.45 | 13.70 | 8.04 | 9.88 | -1.91 | 6.50 | 2.28 | -4.10 | 5.40 | 9.59 | 9.31 | 3.18 | 12.05 | 19.08 | -3.73 | 7.86 | 20.13 | 5.62 | 10.79 | 22.94 | 0.60 | 3.87 |
| Sharpe Ratio | NA | 1.72 | 0.65 | 0.82 | 0.57 | NA | NA | … | … | 0.00 | 1.62 | 2.49 | -0.90 | 1.34 | 1.05 | 1.65 | -0.45 | 1.10 | 0.40 | -0.58 | 0.99 | 1.28 | 2.07 | 0.29 | 1.02 | 1.91 | -1.19 | 0.48 | 2.15 | 0.52 | 1.34 | 3.97 | -0.10 | 0.36 |
| Standard Deviation(%) | NA | 7.15 | 10.03 | 9.62 | 8.03 | NA | NA | … | … | 7.19 | 7.21 | 8.60 | 13.22 | 10.23 | 7.45 | 5.14 | 7.12 | 5.33 | 5.16 | 7.09 | 5.43 | 7.44 | 4.46 | 10.87 | 11.76 | 9.94 | 3.90 | 10.19 | 7.85 | 6.69 | 7.33 | 5.60 | 5.04 | 4.31 |
| Draw Down(%) | NA | 6.32 | 14.77 | 16.85 | 16.85 | NA | NA | … | … | 0.68 | 6.32 | 5.76 | 16.37 | 4.16 | 6.87 | 2.84 | 8.99 | 4.03 | 4.38 | 8.60 | 4.17 | 7.31 | 3.56 | 10.46 | 8.75 | 4.76 | 5.97 | 7.33 | 6.20 | 4.25 | 8.61 | 2.24 | 7.05 | 4.78 |
| Yield(%) | NA | 19.30 | 13.48 | 9.39 | 6.23 | NA | NA | … | … | NA | 5.80 | 17.87 | 8.87 | 7.07 | 3.18 | 3.80 | 5.92 | 1.05 | 3.28 | 3.15 | 1.99 | 4.45 | 5.21 | 3.52 | 3.45 | 1.97 | 0.50 | 2.14 | 5.28 | 4.10 | 1.86 | 2.46 | 1.77 | 4.10 |
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 |
|---|---|---|---|---|
| THE DOE FUND INC 401(K)PLAN Tactical Asset Allocation Moderate |
0.72%
Jun 2014 – Jun 2017 |
0.99%
Feb 2015 – Feb 2020 |
3.22%
Sep 2012 – Sep 2022 |
4.56%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE DOE FUND INC 401(K)PLAN Tactical Asset Allocation Moderate |
15.60%
Mar 2003 – Mar 2006 |
14.05%
Oct 2002 – Oct 2007 |
10.88%
Apr 2003 – Apr 2013 |
8.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart