Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SOLUTION SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 1.23% | 3.44% | 3.46% | 3.58% | 7.04% | 8.71% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SOLUTION SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.37 | 1.23 | 3.44 | 3.46 | 3.58 | 7.04 | 8.71 | … | … | -1.53 | 11.99 | -15.79 | 16.13 | 13.72 | 7.92 | -5.31 | 17.37 | 3.96 | -6.21 | 4.72 | 12.26 | 8.18 | 2.90 | 12.64 | 39.51 | -3.82 | 18.86 | 19.28 | 16.62 | 14.28 | 32.66 | 10.23 | 6.65 |
| Sharpe Ratio | NA | 0.04 | 0.03 | 0.45 | 0.43 | NA | NA | … | … | -0.20 | 1.02 | -1.63 | 1.70 | 1.36 | 1.20 | -0.89 | 3.11 | 0.61 | -0.95 | 0.78 | 1.71 | 1.29 | 0.27 | 0.89 | 3.23 | -0.76 | 1.29 | 1.64 | 1.91 | 1.40 | 5.50 | 1.84 | 1.21 |
| Standard Deviation(%) | NA | 7.67 | 9.22 | 8.86 | 7.69 | NA | NA | … | … | 9.09 | 7.60 | 10.53 | 9.46 | 9.89 | 5.43 | 7.47 | 5.38 | 6.15 | 6.56 | 6.07 | 7.14 | 6.29 | 10.48 | 14.04 | 12.20 | 6.21 | 12.30 | 9.77 | 7.58 | 9.55 | 5.81 | 4.96 | 3.57 |
| Draw Down(%) | NA | 6.70 | 16.16 | 16.16 | 16.16 | NA | NA | … | … | 2.95 | 6.70 | 16.16 | 4.77 | 14.38 | 2.94 | 11.50 | 2.66 | 5.30 | 9.82 | 5.47 | 6.72 | 6.11 | 10.20 | 10.07 | 5.66 | 6.34 | 10.65 | 13.34 | 6.75 | 13.14 | 2.23 | 6.86 | 2.57 |
| Yield(%) | NA | 4.41 | 3.22 | 3.20 | 2.72 | NA | NA | … | … | 0.01 | 4.67 | 1.27 | 3.92 | 3.22 | 3.19 | 2.23 | 0.45 | 4.17 | 1.53 | 2.89 | 3.91 | 3.80 | 3.23 | 3.81 | 4.81 | 3.65 | 5.34 | 6.82 | 5.71 | 5.37 | 4.87 | 3.87 | 7.49 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SOLUTION SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate |
0.70%
Dec 2013 – Dec 2016 |
1.81%
Mar 2015 – Mar 2020 |
3.58%
Oct 2013 – Oct 2023 |
6.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SOLUTION SYSTEMS INC. 401K PLAN Tactical Asset Allocation Moderate |
23.44%
Jan 2003 – Jan 2006 |
22.12%
Oct 2002 – Oct 2007 |
16.78%
Apr 2001 – Apr 2011 |
12.59%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart