Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HRsmart 401k Retirement Plan Tactical Asset Allocation Moderate | NA | 22.43% | 0.63% | 4.67% | 3.69% | 4.23% | 5.29% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HRsmart 401k Retirement 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 (%) | -1.32 | 22.43 | 0.63 | 4.67 | 3.69 | 4.23 | 5.29 | … | … | 0.55 | 6.74 | 4.21 | -12.51 | 10.06 | 11.52 | 4.49 | -3.10 | 7.70 | 8.13 | -2.60 | -1.16 | 16.70 | 7.07 | 0.22 | 1.88 | 14.84 | -1.85 | 10.93 | 11.08 | 4.69 | 12.64 | 21.44 | 9.40 | 8.38 |
| Sharpe Ratio | NA | 0.05 | -0.24 | 0.08 | 0.13 | NA | NA | … | … | 0.05 | 0.00 | -0.01 | -1.66 | 1.01 | 1.26 | 0.63 | -0.56 | 1.23 | 1.30 | -0.45 | -0.20 | 2.35 | 1.27 | 0.02 | 0.17 | 1.75 | -0.44 | 0.86 | 1.19 | 0.44 | 1.54 | 3.87 | 1.88 | 1.12 |
| Standard Deviation(%) | NA | 30.74 | 18.91 | 15.81 | 11.99 | NA | NA | … | … | 10.03 | 30.75 | 7.41 | 8.36 | 9.91 | 8.96 | 4.89 | 7.92 | 5.74 | 6.08 | 5.80 | 5.99 | 7.09 | 5.54 | 8.96 | 10.26 | 8.44 | 6.27 | 9.18 | 6.53 | 5.69 | 7.61 | 5.37 | 4.42 | 5.40 |
| Draw Down(%) | NA | 20.12 | 20.12 | 20.13 | 20.13 | NA | NA | … | … | 0.80 | 20.12 | 7.06 | 13.39 | 4.80 | 9.42 | 3.36 | 9.57 | 4.82 | 3.99 | 5.36 | 7.03 | 4.85 | 4.24 | 9.12 | 10.20 | 4.00 | 6.72 | 7.42 | 7.56 | 4.54 | 7.24 | 3.27 | 2.44 | 4.13 |
| Yield(%) | NA | 5.44 | 5.85 | 5.45 | 4.46 | NA | NA | … | … | NA | 0.15 | 5.75 | 3.27 | 8.42 | 5.02 | 4.46 | 3.85 | 0.05 | 4.85 | 4.76 | 4.20 | 5.78 | 4.63 | 0.48 | 0.63 | 5.17 | 3.89 | 5.14 | 7.78 | 7.24 | 4.21 | 5.09 | 7.63 | 8.54 |
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 |
|---|---|---|---|---|
| HRsmart 401k Retirement Plan Tactical Asset Allocation Moderate |
-6.80%
Aug 2021 – Aug 2024 |
-0.05%
Aug 2019 – Aug 2024 |
0.81%
Aug 2014 – Aug 2024 |
2.79%
Aug 2009 – Aug 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HRsmart 401k Retirement Plan Tactical Asset Allocation Moderate |
14.42%
Mar 2002 – Mar 2005 |
13.00%
Oct 2002 – Oct 2007 |
9.87%
Apr 2001 – Apr 2011 |
7.70%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart