Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Tactical Asset Allocation Moderate | NA | 26.38% | -1.04% | 3.66% | 2.85% | 4.49% | 5.72% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCLUSIVE RESORTS LLC 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 (%) | -1.23 | 26.38 | -1.04 | 3.66 | 2.85 | 4.49 | 5.72 | … | … | -0.60 | 5.32 | 12.05 | -21.46 | 10.14 | 13.28 | 5.60 | -3.41 | 9.94 | 3.55 | -5.03 | 2.33 | 12.60 | 10.86 | -2.24 | 10.91 | 15.03 | -1.91 | 10.40 | 19.06 | 5.76 | 13.39 | 18.81 | 6.81 | 5.63 |
| Sharpe Ratio | NA | -0.08 | -0.40 | 0.01 | 0.07 | NA | NA | … | … | -0.06 | -0.13 | 0.66 | -1.35 | 1.01 | 1.50 | 0.76 | -0.67 | 1.76 | 0.62 | -0.81 | 0.37 | 1.80 | 1.97 | -0.20 | 0.84 | 1.66 | -0.69 | 0.74 | 2.00 | 0.54 | 1.59 | 3.94 | 1.43 | 0.90 |
| Standard Deviation(%) | NA | 10.04 | 13.26 | 11.90 | 9.40 | NA | NA | … | … | 10.76 | 10.13 | 11.78 | 16.96 | 10.03 | 8.72 | 5.54 | 7.02 | 5.30 | 5.43 | 6.27 | 6.25 | 6.97 | 5.47 | 11.49 | 12.85 | 8.99 | 4.09 | 10.00 | 7.91 | 6.71 | 7.84 | 4.60 | 4.00 | 3.70 |
| Draw Down(%) | NA | 8.30 | 23.10 | 26.40 | 26.40 | NA | NA | … | … | 1.19 | 8.01 | 13.58 | 26.40 | 7.65 | 11.06 | 3.20 | 9.53 | 4.18 | 3.90 | 9.28 | 6.73 | 6.12 | 4.33 | 12.03 | 9.85 | 4.96 | 5.11 | 7.05 | 6.54 | 4.37 | 9.70 | 2.06 | 4.56 | 2.25 |
| Yield(%) | NA | 3.90 | 6.95 | 6.57 | 5.28 | NA | NA | … | … | NA | 0.50 | 3.92 | 9.02 | 5.71 | 6.58 | 5.96 | 4.91 | 0.26 | 4.15 | 4.43 | 6.11 | 13.87 | 4.17 | 1.49 | 2.95 | 4.44 | 3.20 | 3.77 | 7.19 | 5.06 | 4.42 | 3.28 | 5.50 | 7.49 |
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 |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Tactical Asset Allocation Moderate |
-3.36%
Apr 2021 – Apr 2024 |
-1.21%
Sep 2017 – Sep 2022 |
0.83%
Oct 2013 – Oct 2023 |
3.32%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCLUSIVE RESORTS LLC 401K PLAN Tactical Asset Allocation Moderate |
15.21%
Sep 2004 – Sep 2007 |
14.36%
Oct 2002 – Oct 2007 |
10.72%
Apr 2001 – Apr 2011 |
8.34%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart