Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BLACKBIRD TECHNOLOGIES INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 20.06% | 0.06% | 2.21% | 1.56% | 3.33% | 5.98% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BLACKBIRD TECHNOLOGIES INC. 401K 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 (%) | -0.86 | 20.06 | 0.06 | 2.21 | 1.56 | 3.33 | 5.98 | … | … | 0.68 | 10.00 | 6.49 | -13.27 | 7.24 | 6.25 | -0.61 | -6.27 | 12.44 | 2.82 | -4.88 | -1.22 | 10.18 | 8.88 | -2.78 | 14.28 | 27.37 | -3.86 | 15.65 | 20.42 | 11.93 | 9.96 | 25.49 | 8.70 | 7.51 |
| Sharpe Ratio | NA | 0.56 | -0.32 | 0.06 | 0.01 | NA | NA | … | … | 0.07 | 0.37 | 0.32 | -1.48 | 0.74 | 0.67 | -0.35 | -1.02 | 2.51 | 0.45 | -0.79 | -0.16 | 1.43 | 1.58 | -0.30 | 1.18 | 2.72 | -0.96 | 0.98 | 1.73 | 1.42 | 0.99 | 4.50 | 1.11 | 1.52 |
| Standard Deviation(%) | NA | 9.18 | 8.81 | 9.07 | 7.70 | NA | NA | … | … | 9.25 | 9.22 | 7.08 | 9.87 | 9.80 | 9.02 | 5.69 | 7.39 | 4.70 | 5.84 | 6.23 | 7.91 | 7.08 | 5.58 | 9.47 | 12.04 | 10.02 | 4.98 | 12.87 | 9.93 | 6.85 | 9.08 | 5.52 | 6.86 | 3.41 |
| Draw Down(%) | NA | 5.24 | 16.91 | 19.20 | 21.30 | NA | NA | … | … | 0.77 | 5.24 | 7.47 | 15.03 | 4.47 | 14.84 | 4.07 | 10.50 | 2.91 | 5.33 | 7.81 | 8.73 | 5.67 | 4.52 | 10.48 | 8.61 | 5.10 | 5.32 | 10.07 | 14.19 | 5.74 | 13.09 | 2.11 | 5.92 | 1.31 |
| Yield(%) | NA | 2.87 | 6.31 | 4.95 | 3.99 | NA | NA | … | … | NA | 0.60 | 2.79 | 3.92 | 12.02 | 3.67 | 2.06 | 2.87 | 0.47 | 2.67 | 4.37 | 4.33 | 0.06 | 2.04 | 2.84 | 3.06 | 1.24 | 1.34 | 9.76 | 9.14 | 6.08 | 2.24 | 4.16 | 5.21 | 7.54 |
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 |
|---|---|---|---|---|
| BLACKBIRD TECHNOLOGIES INC. 401K PLAN Tactical Asset Allocation Moderate |
-4.23%
Oct 2017 – Oct 2020 |
-2.07%
Feb 2018 – Feb 2023 |
-0.32%
Oct 2013 – Oct 2023 |
3.02%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BLACKBIRD TECHNOLOGIES INC. 401K PLAN Tactical Asset Allocation Moderate |
20.85%
Oct 2004 – Oct 2007 |
18.18%
Oct 2002 – Oct 2007 |
13.75%
Apr 2001 – Apr 2011 |
9.53%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart