Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 12.67% | -0.59% | 6.46% | 4.14% | 5.74% | 7.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING 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 (%) | -1.52 | 12.67 | -0.59 | 6.46 | 4.14 | 5.74 | 7.25 | … | … | 0.57 | 0.10 | 6.24 | -13.05 | 15.84 | 23.76 | 7.08 | -7.28 | 12.23 | 0.78 | -3.64 | 3.07 | 10.92 | 9.61 | -1.45 | 17.47 | 33.64 | -5.99 | 8.51 | 21.01 | 6.76 | 12.60 | 19.20 | 8.83 | 6.11 |
| Sharpe Ratio | NA | -0.50 | -0.64 | 0.36 | 0.25 | NA | NA | … | … | 0.05 | -0.66 | 0.27 | -1.57 | 1.74 | 2.16 | 1.00 | -1.30 | 2.36 | 0.10 | -0.59 | 0.34 | 1.62 | 1.78 | -0.15 | 1.51 | 4.04 | -1.20 | 0.49 | 2.13 | 0.71 | 1.47 | 3.24 | 1.86 | 0.87 |
| Standard Deviation(%) | NA | 9.77 | 8.82 | 9.37 | 7.83 | NA | NA | … | … | 9.51 | 9.85 | 7.35 | 9.17 | 9.10 | 10.89 | 5.69 | 6.64 | 4.91 | 5.87 | 6.22 | 8.95 | 6.73 | 5.35 | 10.20 | 11.51 | 8.30 | 5.75 | 11.27 | 8.32 | 6.48 | 7.95 | 5.72 | 4.16 | 4.34 |
| Draw Down(%) | NA | 7.35 | 14.87 | 16.45 | 16.45 | NA | NA | … | … | 0.79 | 7.35 | 7.56 | 13.30 | 4.88 | 10.52 | 2.58 | 11.62 | 2.98 | 6.81 | 8.47 | 6.26 | 7.24 | 4.34 | 10.33 | 8.74 | 4.41 | 7.13 | 8.56 | 7.16 | 4.37 | 7.64 | 3.33 | 2.75 | 4.42 |
| Yield(%) | NA | 2.96 | 3.85 | 4.82 | 3.95 | NA | NA | … | … | NA | 0.20 | 3.05 | 3.73 | 4.38 | 6.61 | 6.94 | 2.48 | 0.14 | 3.40 | 4.56 | 4.35 | 5.90 | 5.77 | 2.13 | 3.82 | 4.12 | 3.35 | 4.79 | 8.54 | 5.91 | 2.04 | 2.73 | 6.61 | 6.70 |
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 |
|---|---|---|---|---|
| BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.58%
Dec 2021 – Dec 2024 |
0.82%
Dec 2013 – Dec 2018 |
3.37%
Oct 2013 – Oct 2023 |
5.01%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BANK OF AMERICAN FORK EMPLOYEES` PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
17.51%
Apr 2009 – Apr 2012 |
14.85%
Oct 2005 – Oct 2010 |
12.76%
Apr 2001 – Apr 2011 |
9.52%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart