Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Headway Technologies Inc 401K Savings and Retirement Plan Tactical Asset Allocation Moderate | NA | 3.41% | 0.94% | 1.05% | 1.95% | 4.44% | 5.23% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Headway Technologies Inc 401K Savings and Retirement 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 (%) | -0.36 | 3.41 | 0.94 | 1.05 | 1.95 | 4.44 | 5.23 | … | … | 1.30 | 14.60 | -16.87 | 6.57 | 4.81 | 9.77 | -2.54 | 8.99 | 6.20 | -4.05 | 1.07 | 15.36 | 6.85 | 4.34 | 7.40 | 17.90 | -3.81 | 10.60 | 11.69 | 4.62 | 10.62 | 19.08 | 7.41 | 8.04 |
| Sharpe Ratio | NA | 0.99 | -0.13 | 0.18 | 0.23 | NA | NA | … | … | 0.14 | 1.39 | -1.91 | 0.67 | 0.35 | 2.06 | -0.49 | 1.38 | 1.45 | -0.77 | 0.18 | 2.21 | 1.20 | 0.60 | 0.67 | 2.20 | -1.03 | 0.81 | 1.09 | 0.43 | 1.32 | 3.17 | 1.38 | 1.11 |
| Standard Deviation(%) | NA | 7.38 | 8.93 | 9.35 | 7.82 | NA | NA | … | … | 7.15 | 7.43 | 9.54 | 9.82 | 13.17 | 4.06 | 7.83 | 6.07 | 4.14 | 5.31 | 5.89 | 6.95 | 5.64 | 7.20 | 10.95 | 8.10 | 4.60 | 9.36 | 7.73 | 5.74 | 7.35 | 5.80 | 4.57 | 5.14 |
| Draw Down(%) | NA | 6.51 | 21.60 | 21.60 | 21.60 | NA | NA | … | … | 1.40 | 6.51 | 17.91 | 7.01 | 19.42 | 2.20 | 8.70 | 4.74 | 3.71 | 8.08 | 5.91 | 6.32 | 4.78 | 4.90 | 9.48 | 4.22 | 6.48 | 7.10 | 9.18 | 4.70 | 6.87 | 3.02 | 3.57 | 3.81 |
| Yield(%) | NA | 3.67 | 3.42 | 3.28 | 3.08 | NA | NA | … | … | 0.01 | 3.91 | 1.84 | 4.64 | 2.91 | 3.30 | 2.46 | 0.13 | 3.00 | 5.34 | 3.53 | 4.74 | 3.83 | 3.03 | 4.35 | 4.00 | 2.81 | 4.47 | 5.03 | 4.12 | 3.83 | 4.15 | 6.52 | 7.91 |
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 |
|---|---|---|---|---|
| Headway Technologies Inc 401K Savings and Retirement Plan Tactical Asset Allocation Moderate |
-2.44%
Dec 2019 – Dec 2022 |
-0.36%
Nov 2017 – Nov 2022 |
1.95%
Oct 2013 – Oct 2023 |
3.79%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Headway Technologies Inc 401K Savings and Retirement Plan Tactical Asset Allocation Moderate |
12.73%
Apr 2003 – Apr 2006 |
12.23%
Oct 2002 – Oct 2007 |
9.73%
Apr 2001 – Apr 2011 |
7.99%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart