Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ardent Sound Inc Retirement 401K Plan Tactical Asset Allocation Moderate | NA | -10.24% | -4.40% | -2.03% | 1.20% | 3.79% | NA | … | … |
Data as of 05/29/2020, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ardent Sound Inc Retirement 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 08/28/2020 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.45 | -10.24 | -4.40 | -2.03 | 1.20 | 3.79 | NA | … | … | -1.39 | 0.41 | -9.31 | 12.01 | 5.13 | -5.37 | 0.65 | 11.34 | 6.93 | 0.92 | 4.95 | 13.51 | 0.01 | 8.95 | 15.32 | 5.93 | 9.55 | 17.99 | 8.23 | 6.08 |
| Sharpe Ratio | NA | -0.33 | -0.40 | 0.03 | 0.26 | NA | NA | … | … | -0.13 | -0.17 | -1.28 | 2.34 | 0.92 | -0.99 | 0.11 | 1.78 | 1.68 | 0.14 | 1.06 | 2.85 | -0.21 | 1.06 | 1.94 | 0.79 | 1.44 | 3.42 | 1.92 | 0.86 |
| Standard Deviation(%) | NA | 11.04 | 8.42 | 7.26 | 6.54 | NA | NA | … | … | 12.62 | 5.71 | 8.31 | 4.86 | 5.38 | 5.48 | 5.58 | 6.35 | 4.10 | 6.56 | 4.58 | 4.70 | 4.28 | 5.61 | 6.18 | 4.76 | 5.98 | 5.06 | 3.72 | 4.40 |
| Draw Down(%) | NA | 19.70 | 28.67 | 28.67 | 28.67 | NA | NA | … | … | 19.06 | 4.02 | 15.25 | 2.62 | 5.99 | 8.48 | 6.54 | 6.60 | 3.23 | 7.97 | 2.99 | 1.74 | 5.32 | 3.70 | 6.77 | 4.38 | 6.63 | 3.10 | 2.00 | 3.70 |
| Yield(%) | NA | 2.29 | 2.13 | 2.48 | 2.88 | NA | NA | … | … | 1.40 | 2.64 | 2.48 | 0.38 | 2.87 | 4.24 | 4.78 | 3.18 | 3.62 | 2.62 | 2.71 | 4.80 | 2.93 | 4.92 | 3.53 | 2.95 | 5.05 | 5.09 | 4.19 | 5.97 |
Data as of 05/29/2020, 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 |
|---|---|---|---|---|
| Ardent Sound Inc Retirement 401K Plan Tactical Asset Allocation Moderate |
-4.37%
May 2017 – May 2020 |
-2.16%
Apr 2015 – Apr 2020 |
0.97%
Apr 2010 – Apr 2020 |
3.75%
Mar 2005 – Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ardent Sound Inc Retirement 401K Plan Tactical Asset Allocation Moderate |
12.88%
Mar 2003 – Mar 2006 |
12.13%
Oct 2002 – Oct 2007 |
9.41%
Apr 2001 – Apr 2011 |
7.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart