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 Strategic Asset Allocation – Optimal Moderate | NA | 32.67% | 8.70% | 10.09% | 6.76% | 7.37% | 6.83% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -0.62 | 32.67 | 8.70 | 10.09 | 6.76 | 7.37 | 6.83 | … | … | 0.57 | 17.71 | 21.34 | -9.14 | 5.09 | 15.21 | 15.76 | -6.46 | 8.80 | 5.15 | -2.24 | 3.93 | 9.70 | 12.28 | -0.69 | 12.95 | 26.72 | -27.42 | 9.96 | 14.51 | 11.71 | 13.91 | 22.05 | -3.22 | 5.42 |
| Sharpe Ratio | NA | 1.71 | 0.56 | 0.58 | 0.49 | NA | NA | … | … | 0.09 | 1.49 | 2.16 | -0.79 | 0.52 | 0.79 | 2.08 | -0.82 | 1.68 | 0.55 | -0.26 | 0.61 | 1.27 | 1.45 | -0.04 | 1.01 | 1.30 | -1.13 | 0.63 | 1.35 | 1.40 | 1.75 | 2.43 | -0.41 | 0.37 |
| Standard Deviation(%) | NA | 7.36 | 9.92 | 12.25 | 10.34 | NA | NA | … | … | 5.86 | 7.47 | 7.91 | 13.28 | 9.74 | 18.95 | 6.91 | 9.50 | 4.88 | 9.01 | 8.82 | 6.46 | 7.60 | 8.41 | 16.57 | 12.78 | 20.42 | 25.09 | 11.10 | 8.30 | 6.79 | 7.43 | 8.77 | 10.66 | 8.44 |
| Draw Down(%) | NA | 4.47 | 16.51 | 23.01 | 23.01 | NA | NA | … | … | 0.35 | 4.47 | 5.22 | 16.75 | 5.99 | 23.01 | 3.54 | 12.89 | 3.72 | 7.55 | 9.64 | 5.29 | 7.15 | 7.12 | 16.04 | 8.97 | 17.67 | 38.31 | 6.83 | 8.88 | 4.42 | 6.10 | 7.68 | 15.69 | 11.73 |
| Yield(%) | NA | 15.87 | 10.33 | 7.47 | 5.19 | NA | NA | … | … | NA | 4.44 | 15.02 | 6.95 | 4.05 | 3.82 | 2.47 | 2.99 | 0.52 | 3.16 | 3.20 | 4.90 | 3.11 | 2.32 | 2.20 | 1.96 | 2.39 | 2.89 | 6.36 | 4.11 | 3.67 | 2.83 | 2.53 | 2.70 | 2.86 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.25%
Feb 2006 – Feb 2009 |
-0.21%
Feb 2004 – Feb 2009 |
3.62%
Sep 2012 – Sep 2022 |
3.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DEFENDER DIRECT INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
20.10%
Feb 2009 – Feb 2012 |
15.67%
Oct 2002 – Oct 2007 |
9.20%
Mar 2003 – Mar 2013 |
8.66%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart