Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bengal Transportation Services, LLC Tactical Asset Allocation Moderate | NA | 5.01% | 4.27% | 2.66% | 2.26% | 5.41% | 7.33% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bengal Transportation Services, LLC 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 (%) | -0.55 | 5.01 | 4.27 | 2.66 | 2.26 | 5.41 | 7.33 | … | … | 1.64 | 15.05 | -12.88 | 11.58 | 5.00 | 8.97 | -6.83 | 12.72 | 10.12 | -9.25 | -0.34 | 11.33 | 10.99 | -0.92 | 9.48 | 28.14 | -1.02 | 17.44 | 17.67 | 15.18 | 14.80 | 30.30 | 10.42 | 3.82 |
| Sharpe Ratio | NA | 0.69 | 0.26 | 0.41 | 0.33 | NA | NA | … | … | 0.18 | 1.38 | -1.60 | 1.20 | 0.54 | 1.35 | -1.10 | 2.27 | 1.94 | -1.51 | -0.06 | 1.65 | 2.25 | -0.12 | 0.96 | 3.06 | -0.34 | 1.22 | 1.54 | 2.22 | 1.69 | 5.55 | 1.84 | 0.31 |
| Standard Deviation(%) | NA | 7.60 | 8.72 | 8.32 | 7.25 | NA | NA | … | … | 7.34 | 7.81 | 8.92 | 9.60 | 8.87 | 5.62 | 7.38 | 5.33 | 5.10 | 6.16 | 5.89 | 6.84 | 4.87 | 8.05 | 9.75 | 9.18 | 5.80 | 11.84 | 9.35 | 5.86 | 8.18 | 5.34 | 5.05 | 4.95 |
| Draw Down(%) | NA | 6.88 | 13.55 | 13.55 | 14.27 | NA | NA | … | … | 1.38 | 6.88 | 13.55 | 5.18 | 10.80 | 4.12 | 12.48 | 2.41 | 4.52 | 12.30 | 6.09 | 5.30 | 4.61 | 8.04 | 8.15 | 4.56 | 8.50 | 9.00 | 13.51 | 4.84 | 9.92 | 3.99 | 4.58 | 4.95 |
| Yield(%) | NA | 3.40 | 6.75 | 6.22 | 4.37 | NA | NA | … | … | 0.00 | 3.62 | 3.83 | 13.09 | 5.22 | 5.85 | 3.71 | 0.42 | 3.42 | 2.12 | 2.96 | 6.74 | 4.52 | 4.53 | 3.64 | 4.54 | 3.79 | 9.17 | 7.95 | 3.62 | 3.83 | 5.30 | 4.74 | 5.62 |
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 |
|---|---|---|---|---|
| Bengal Transportation Services, LLC Tactical Asset Allocation Moderate |
-1.58%
Oct 2017 – Oct 2020 |
0.70%
Oct 2017 – Oct 2022 |
2.26%
Oct 2013 – Oct 2023 |
4.44%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bengal Transportation Services, LLC Tactical Asset Allocation Moderate |
21.73%
Apr 2003 – Apr 2006 |
20.55%
Oct 2002 – Oct 2007 |
14.75%
Apr 2001 – Apr 2011 |
10.92%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart