Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Light Tower Management, Inc. 401K Plan Tactical Asset Allocation Moderate | NA | 21.24% | 1.31% | 6.75% | 4.46% | 4.95% | 5.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Light Tower Management, Inc. 401K 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 (%) | -1.13 | 21.24 | 1.31 | 6.75 | 4.46 | 4.95 | 5.96 | … | … | 0.37 | 5.44 | 11.51 | -13.99 | 10.48 | 19.01 | 4.23 | -1.56 | 10.30 | 3.88 | -4.51 | -2.88 | 14.34 | 9.00 | 0.83 | 4.52 | 15.03 | -4.06 | 13.02 | 17.86 | 3.97 | 8.42 | 20.42 | 7.69 | 6.01 |
| Sharpe Ratio | NA | -0.01 | -0.30 | 0.32 | 0.29 | NA | NA | … | … | 0.05 | -0.13 | 0.86 | -1.09 | 1.17 | 1.79 | 0.58 | -0.36 | 1.69 | 0.74 | -0.84 | -0.45 | 1.89 | 1.53 | 0.10 | 0.40 | 1.86 | -0.81 | 1.09 | 1.64 | 0.28 | 0.90 | 3.06 | 1.58 | 0.83 |
| Standard Deviation(%) | NA | 8.55 | 10.70 | 10.34 | 8.42 | NA | NA | … | … | 5.99 | 8.58 | 8.45 | 14.10 | 8.96 | 10.50 | 4.84 | 7.99 | 5.71 | 4.99 | 5.43 | 6.37 | 7.55 | 5.84 | 7.67 | 10.98 | 8.02 | 6.16 | 9.16 | 8.91 | 6.49 | 8.35 | 6.46 | 4.18 | 4.43 |
| Draw Down(%) | NA | 6.71 | 20.55 | 22.85 | 22.85 | NA | NA | … | … | 0.38 | 6.71 | 8.68 | 20.98 | 6.14 | 10.54 | 3.82 | 8.38 | 3.85 | 2.70 | 7.09 | 6.96 | 5.60 | 5.15 | 6.77 | 11.95 | 3.82 | 7.97 | 6.74 | 11.82 | 5.74 | 10.16 | 4.01 | 2.89 | 4.52 |
| Yield(%) | NA | 3.05 | 3.88 | 4.79 | 3.61 | NA | NA | … | … | NA | 0.42 | 2.98 | 4.43 | 3.97 | 9.95 | 2.85 | 1.41 | 0.05 | 0.82 | 5.03 | 4.15 | 2.81 | 4.56 | 2.37 | 3.43 | 3.82 | 3.20 | 5.77 | 5.77 | 4.31 | 2.30 | 4.60 | 6.19 | 6.98 |
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 |
|---|---|---|---|---|
| Light Tower Management, Inc. 401K Plan Tactical Asset Allocation Moderate |
-1.23%
Dec 2013 – Dec 2016 |
0.91%
Dec 2013 – Dec 2018 |
2.49%
Oct 2013 – Oct 2023 |
3.40%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Light Tower Management, Inc. 401K Plan Tactical Asset Allocation Moderate |
14.60%
Oct 2004 – Oct 2007 |
13.87%
Oct 2002 – Oct 2007 |
9.64%
Apr 2001 – Apr 2011 |
7.46%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart