Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Strategic Asset Allocation – Optimal Moderate | NA | 0.60% | 6.48% | 3.33% | 4.03% | 4.43% | 7.62% | … | … |
Data as of 03/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 06/30/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.78 | 0.60 | 6.48 | 3.33 | 4.03 | 4.43 | 7.62 | … | … | -12.97 | 3.06 | 11.82 | 16.37 | -11.09 | 3.75 | 4.35 | -3.96 | 3.75 | 11.61 | 12.99 | -2.47 | 15.90 | 32.65 | -25.37 | 10.34 | 18.19 | 15.50 | 16.20 | 40.82 | 3.54 | 6.79 |
| Sharpe Ratio | NA | -1.37 | 0.06 | -0.04 | 0.26 | NA | NA | … | … | -1.02 | 0.31 | 0.58 | 2.56 | -1.38 | 0.63 | 0.48 | -0.48 | 0.58 | 1.61 | 1.81 | -0.18 | 1.39 | 1.79 | -1.05 | 0.64 | 1.64 | 1.90 | 1.78 | 5.79 | 0.30 | 0.52 |
| Standard Deviation(%) | NA | 10.83 | 14.08 | 11.94 | 9.90 | NA | NA | … | … | 12.94 | 9.87 | 19.96 | 5.85 | 8.99 | 4.99 | 8.72 | 8.37 | 6.49 | 7.17 | 7.15 | 14.09 | 11.37 | 18.16 | 24.94 | 11.52 | 9.09 | 7.03 | 8.58 | 6.93 | 8.18 | 8.66 |
| Draw Down(%) | NA | 17.78 | 27.26 | 27.42 | 27.42 | NA | NA | … | … | 14.03 | 7.64 | 27.26 | 2.80 | 17.47 | 5.75 | 8.86 | 10.48 | 5.52 | 7.83 | 5.81 | 15.83 | 8.51 | 17.00 | 40.29 | 8.67 | 11.68 | 5.47 | 10.19 | 5.83 | 14.28 | 11.92 |
| Yield(%) | NA | 7.18 | 6.17 | 4.79 | 5.05 | NA | NA | … | … | 0.56 | 7.54 | 9.02 | 2.02 | 4.67 | 0.37 | 2.86 | 8.31 | 9.70 | 4.16 | 2.57 | 3.84 | 2.66 | 3.68 | 3.57 | 6.90 | 8.31 | 5.42 | 4.51 | 4.57 | 3.18 | 5.34 |
Data as of 03/31/2022, 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 |
|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Strategic Asset Allocation – Optimal Moderate |
-6.72%
Feb 2006 – Feb 2009 |
-2.82%
Mar 2015 – Mar 2020 |
2.21%
Mar 2010 – Mar 2020 |
3.76%
May 2007 – May 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Osterman and Company Inc 401k Profit Sharing Strategic Asset Allocation – Optimal Moderate |
27.52%
Mar 2003 – Mar 2006 |
21.86%
Oct 2002 – Oct 2007 |
12.72%
Mar 2003 – Mar 2013 |
10.03%
Sep 2002 – Sep 2017 |
Annualized Rolling Returns Comparison Chart