Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LDH Energy 401(K) Tactical Asset Allocation Moderate | NA | 17.44% | 1.31% | 5.86% | 3.61% | 5.97% | 7.96% | … | … |
Data as of 08/30/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LDH Energy 401(K) Tactical Asset Allocation Moderate | 12/31/2000 | 11/13/2024 |
| 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 (%) | -0.12 | 17.44 | 1.31 | 5.86 | 3.61 | 5.97 | 7.96 | … | … | 13.70 | 14.89 | -20.94 | 12.61 | 16.32 | 3.93 | -4.87 | 12.38 | 2.96 | -3.87 | 5.37 | 9.57 | 8.38 | 1.32 | 19.04 | 33.17 | -6.79 | 18.00 | 16.42 | 10.87 | 14.89 | 24.19 | 5.76 | 7.45 |
| Sharpe Ratio | NA | 2.09 | -0.19 | 0.37 | 0.28 | NA | NA | … | … | 0.82 | 0.96 | -1.38 | 1.32 | 1.67 | 0.42 | -0.67 | 2.47 | 0.53 | -0.55 | 0.88 | 1.51 | 1.56 | 0.13 | 1.55 | 3.75 | -1.15 | 1.29 | 1.49 | 1.35 | 1.83 | 4.73 | 1.04 | 1.06 |
| Standard Deviation(%) | NA | 9.81 | 12.62 | 11.42 | 9.32 | NA | NA | … | … | 9.28 | 11.07 | 16.18 | 9.51 | 9.64 | 6.08 | 9.17 | 4.76 | 5.22 | 7.07 | 6.08 | 6.33 | 5.34 | 9.56 | 12.21 | 8.83 | 6.70 | 11.65 | 8.81 | 6.44 | 7.62 | 4.96 | 4.46 | 4.83 |
| Draw Down(%) | NA | 5.74 | 25.22 | 25.22 | 25.22 | NA | NA | … | … | 5.74 | 10.70 | 25.22 | 4.41 | 10.56 | 4.54 | 11.16 | 1.83 | 5.71 | 10.95 | 5.64 | 5.62 | 5.82 | 9.20 | 8.37 | 4.30 | 10.29 | 9.60 | 11.38 | 4.16 | 8.99 | 1.81 | 6.05 | 3.15 |
| Yield(%) | NA | 4.24 | 5.07 | 5.38 | 5.15 | NA | NA | … | … | 0.84 | 4.20 | 5.32 | 5.19 | 5.26 | 6.28 | 5.23 | 0.38 | 4.13 | 8.59 | 6.13 | 2.27 | 5.06 | 2.88 | 4.99 | 6.11 | 4.02 | 4.64 | 8.82 | 2.93 | 4.55 | 5.01 | 7.23 | 8.13 |
Data as of 08/30/2024, 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 |
|---|---|---|---|---|
| LDH Energy 401(K) Tactical Asset Allocation Moderate |
-1.64%
Apr 2021 – Apr 2024 |
-0.05%
Sep 2017 – Sep 2022 |
2.09%
Oct 2013 – Oct 2023 |
4.90%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LDH Energy 401(K) Tactical Asset Allocation Moderate |
18.88%
Oct 2004 – Oct 2007 |
18.11%
Oct 2002 – Oct 2007 |
14.48%
Apr 2001 – Apr 2011 |
10.88%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart