Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DEFENDER DIRECT INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 24.73% | -1.57% | 4.07% | 2.71% | 4.72% | 6.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DEFENDER DIRECT 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 (%) | -1.14 | 24.73 | -1.57 | 4.07 | 2.71 | 4.72 | 6.85 | … | … | -0.16 | 3.08 | 10.56 | -18.50 | 6.36 | 15.08 | 6.61 | -4.69 | 9.88 | 4.31 | -7.76 | 0.01 | 13.22 | 11.58 | 2.77 | 13.02 | 27.10 | -4.39 | 17.68 | 16.14 | 11.53 | 10.56 | 26.97 | 9.54 | 6.41 |
| Sharpe Ratio | NA | -0.35 | -0.47 | 0.00 | 0.03 | NA | NA | … | … | -0.04 | -0.38 | 0.60 | -1.28 | 0.52 | 1.57 | 0.97 | -0.72 | 1.52 | 0.63 | -1.24 | 0.00 | 1.78 | 2.12 | 0.30 | 1.02 | 2.30 | -0.74 | 0.98 | 1.17 | 1.05 | 0.96 | 4.10 | 1.85 | 0.68 |
| Standard Deviation(%) | NA | 9.24 | 12.07 | 11.62 | 9.44 | NA | NA | … | … | 6.19 | 9.32 | 10.53 | 15.51 | 12.13 | 9.47 | 5.34 | 8.32 | 6.08 | 6.52 | 6.26 | 6.36 | 7.39 | 5.45 | 9.08 | 12.67 | 11.75 | 7.17 | 15.03 | 11.02 | 8.92 | 9.97 | 6.42 | 4.56 | 6.04 |
| Draw Down(%) | NA | 9.52 | 20.99 | 26.69 | 26.69 | NA | NA | … | … | 0.59 | 9.52 | 10.92 | 22.90 | 8.46 | 12.88 | 3.10 | 11.04 | 3.47 | 6.40 | 10.08 | 7.26 | 6.38 | 4.34 | 8.60 | 8.22 | 5.99 | 7.74 | 9.82 | 13.42 | 6.19 | 13.19 | 2.28 | 4.25 | 3.32 |
| Yield(%) | NA | 4.58 | 6.22 | 5.19 | 4.28 | NA | NA | … | … | NA | 0.32 | 4.67 | 9.12 | 3.59 | 5.06 | 2.68 | 3.45 | 0.44 | 3.60 | 2.96 | 6.33 | 2.75 | 5.52 | 4.58 | 4.63 | 5.22 | 3.14 | 4.57 | 5.55 | 5.67 | 5.28 | 4.79 | 6.90 | 7.94 |
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 |
|---|---|---|---|---|
| DEFENDER DIRECT INC. 401K PLAN Tactical Asset Allocation Moderate |
-3.53%
Apr 2021 – Apr 2024 |
-0.28%
Sep 2017 – Sep 2022 |
0.71%
Oct 2013 – Oct 2023 |
3.97%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFENDER DIRECT INC. 401K PLAN Tactical Asset Allocation Moderate |
19.33%
Oct 2004 – Oct 2007 |
17.96%
Oct 2002 – Oct 2007 |
13.66%
Apr 2001 – Apr 2011 |
10.05%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart