Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 26.09% | 3.16% | 7.47% | 5.59% | 6.63% | 7.43% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALLY TECHNOLOGIES INC. 401K SAVINGS 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 (%) | -1.37 | 26.09 | 3.16 | 7.47 | 5.59 | 6.63 | 7.43 | … | … | 0.12 | 7.31 | 12.58 | -15.13 | 15.85 | 15.78 | 9.32 | -2.55 | 10.81 | 4.95 | -4.02 | 3.95 | 15.19 | 8.41 | 2.36 | 9.26 | 15.19 | -1.25 | 9.74 | 23.09 | 4.13 | 9.85 | 16.97 | 3.00 | 6.81 |
| Sharpe Ratio | NA | 0.13 | -0.20 | 0.36 | 0.37 | NA | NA | … | … | 0.01 | 0.07 | 0.77 | -1.05 | 1.69 | 1.71 | 1.40 | -0.50 | 1.85 | 0.87 | -0.67 | 0.62 | 2.12 | 1.50 | 0.22 | 0.76 | 1.68 | -0.35 | 0.72 | 2.49 | 0.32 | 1.22 | 3.29 | 0.51 | 1.16 |
| Standard Deviation(%) | NA | 9.74 | 12.37 | 11.24 | 9.05 | NA | NA | … | … | 8.46 | 9.79 | 10.84 | 15.71 | 9.36 | 9.10 | 5.64 | 7.69 | 5.50 | 5.45 | 6.05 | 6.30 | 7.16 | 5.56 | 10.42 | 12.12 | 8.98 | 6.12 | 9.34 | 7.96 | 6.17 | 7.29 | 4.95 | 3.74 | 3.87 |
| Draw Down(%) | NA | 8.43 | 19.40 | 20.78 | 20.78 | NA | NA | … | … | 0.72 | 8.43 | 9.59 | 20.78 | 4.14 | 10.22 | 2.59 | 9.90 | 4.20 | 4.48 | 8.04 | 5.50 | 6.16 | 4.81 | 9.79 | 9.27 | 4.96 | 5.33 | 6.63 | 6.59 | 4.16 | 5.98 | 3.42 | 4.15 | 2.77 |
| Yield(%) | NA | 3.63 | 4.88 | 5.17 | 3.77 | NA | NA | … | … | NA | 0.20 | 3.75 | 5.76 | 4.67 | 2.03 | 10.30 | 2.46 | 0.21 | 2.52 | 3.01 | 3.48 | 1.48 | 3.94 | 2.22 | 3.93 | 4.58 | 2.60 | 5.66 | 8.98 | 6.69 | 5.49 | 3.27 | 5.47 | 6.73 |
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 |
|---|---|---|---|---|
| BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
0.84%
Dec 2021 – Dec 2024 |
2.38%
Feb 2014 – Feb 2019 |
3.66%
Oct 2013 – Oct 2023 |
5.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALLY TECHNOLOGIES INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
15.17%
Oct 2004 – Oct 2007 |
13.39%
Oct 2002 – Oct 2007 |
10.04%
Apr 2001 – Apr 2011 |
8.70%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart