Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Tactical Asset Allocation Moderate | NA | 17.14% | -2.41% | 6.01% | 7.12% | 7.39% | 7.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOSTON CAPITAL 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 (%) | -1.36 | 17.14 | -2.41 | 6.01 | 7.12 | 7.39 | 7.83 | … | … | 0.64 | 2.24 | 3.28 | -20.95 | 19.47 | 21.81 | 22.63 | 14.97 | 8.60 | 4.62 | -2.67 | 1.67 | 15.26 | 10.20 | -0.98 | 8.93 | 15.23 | 0.27 | 11.96 | 12.45 | 5.08 | 13.10 | 25.10 | 10.33 | 5.14 |
| Sharpe Ratio | NA | -0.21 | -0.73 | 0.16 | 0.55 | NA | NA | … | … | 0.06 | -0.41 | -0.12 | -1.96 | 1.84 | 2.34 | 2.32 | 1.40 | 1.42 | 0.72 | -0.45 | 0.25 | 2.17 | 1.73 | -0.09 | 0.69 | 1.67 | -0.11 | 0.97 | 1.16 | 0.45 | 1.40 | 3.51 | 2.13 | 0.60 |
| Standard Deviation(%) | NA | 10.56 | 9.69 | 10.15 | 8.94 | NA | NA | … | … | 9.30 | 10.66 | 8.40 | 11.42 | 10.56 | 9.21 | 9.15 | 9.78 | 5.60 | 6.09 | 6.04 | 6.51 | 7.03 | 5.87 | 11.66 | 12.88 | 9.09 | 5.76 | 9.21 | 7.91 | 6.42 | 8.71 | 6.96 | 4.32 | 4.75 |
| Draw Down(%) | NA | 8.40 | 19.64 | 25.93 | 25.93 | NA | NA | … | … | 0.77 | 8.40 | 9.15 | 21.58 | 4.76 | 4.02 | 0.47 | 6.62 | 4.15 | 4.67 | 6.73 | 6.26 | 5.88 | 4.20 | 11.88 | 9.81 | 4.21 | 4.63 | 6.82 | 10.17 | 4.61 | 7.41 | 3.83 | 2.83 | 4.53 |
| Yield(%) | NA | 4.86 | 5.67 | 10.26 | 8.67 | NA | NA | … | … | NA | 0.72 | 4.86 | 2.44 | 9.21 | 16.99 | 21.70 | 15.99 | 0.26 | 1.05 | 6.62 | 7.22 | 5.09 | 4.35 | 2.47 | 3.25 | 4.32 | 4.21 | 5.34 | 8.94 | 3.60 | 3.73 | 4.92 | 6.70 | 8.04 |
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 |
|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Tactical Asset Allocation Moderate |
-5.85%
Dec 2021 – Dec 2024 |
2.95%
Apr 2011 – Apr 2016 |
5.50%
Apr 2008 – Apr 2018 |
6.68%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOSTON CAPITAL 401K PLAN Tactical Asset Allocation Moderate |
22.79%
May 2018 – May 2021 |
17.38%
Dec 2016 – Dec 2021 |
11.48%
Apr 2001 – Apr 2011 |
9.84%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart