Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Tactical Asset Allocation Moderate | NA | -2.61% | 1.60% | 1.70% | 2.47% | 5.99% | 6.79% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Aqua Pharmaceuticals 401K 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 (%) | -0.58 | -2.61 | 1.60 | 1.70 | 2.47 | 5.99 | 6.79 | … | … | -0.27 | 7.22 | -14.49 | 10.36 | 17.52 | 3.25 | -4.35 | 15.05 | 0.62 | -4.36 | 3.64 | 15.08 | 12.36 | 0.82 | 18.36 | 24.31 | -12.46 | 19.64 | 15.44 | 11.89 | 9.11 | 24.69 | 2.85 | 6.14 |
| Sharpe Ratio | NA | 0.31 | -0.21 | 0.24 | 0.26 | NA | NA | … | … | -0.06 | 0.41 | -1.33 | 1.00 | 1.51 | 0.25 | -0.81 | 3.08 | 0.07 | -0.70 | 0.55 | 2.16 | 2.25 | 0.08 | 1.55 | 2.76 | -2.00 | 1.43 | 1.42 | 1.44 | 0.92 | 4.27 | 0.43 | 0.77 |
| Standard Deviation(%) | NA | 7.63 | 9.99 | 9.93 | 8.23 | NA | NA | … | … | 9.15 | 7.22 | 11.98 | 10.30 | 11.48 | 7.33 | 6.97 | 4.69 | 6.01 | 6.31 | 6.57 | 6.96 | 5.48 | 9.45 | 11.76 | 8.76 | 6.71 | 11.63 | 8.59 | 6.75 | 8.83 | 5.62 | 4.08 | 4.98 |
| Draw Down(%) | NA | 6.16 | 19.60 | 19.60 | 19.60 | NA | NA | … | … | 2.19 | 6.16 | 16.34 | 6.58 | 7.19 | 5.03 | 10.75 | 1.91 | 7.25 | 9.08 | 6.90 | 6.48 | 3.97 | 9.95 | 7.44 | 4.53 | 14.15 | 8.80 | 12.05 | 5.84 | 12.56 | 2.27 | 6.68 | 3.81 |
| Yield(%) | NA | 3.59 | 2.65 | 2.77 | 2.71 | NA | NA | … | … | 0.13 | 3.68 | 1.47 | 2.69 | 4.34 | 1.52 | 2.58 | 0.31 | 4.44 | 1.28 | 4.74 | 2.36 | 4.07 | 4.13 | 2.94 | 3.60 | 5.49 | 22.43 | 12.35 | 8.87 | 6.02 | 4.27 | 2.41 | 6.38 |
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 |
|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Tactical Asset Allocation Moderate |
-0.09%
Dec 2013 – Dec 2016 |
0.57%
Feb 2015 – Feb 2020 |
2.47%
Oct 2013 – Oct 2023 |
4.85%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Aqua Pharmaceuticals 401K Tactical Asset Allocation Moderate |
19.34%
Oct 2004 – Oct 2007 |
17.16%
Oct 2002 – Oct 2007 |
12.16%
Jul 2004 – Jul 2014 |
10.02%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart