Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 26.48% | 8.51% | 9.46% | 5.92% | 6.80% | 8.35% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FIRST CHOICE HOLDINGS 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 (%) | -1.18 | 26.48 | 8.51 | 9.46 | 5.92 | 6.80 | 8.35 | … | … | 0.94 | 15.42 | 18.10 | -7.14 | 11.13 | 11.93 | 6.75 | -3.37 | 11.36 | 5.41 | -6.95 | 2.88 | 11.34 | 9.10 | 0.64 | 16.26 | 25.09 | -3.49 | 15.14 | 14.29 | 13.52 | 15.13 | 26.79 | 10.77 | 7.36 |
| Sharpe Ratio | NA | 1.57 | 0.64 | 0.82 | 0.58 | NA | NA | … | … | 0.10 | 1.18 | 2.12 | -0.88 | 1.11 | 1.30 | 1.04 | -0.67 | 2.12 | 0.91 | -1.22 | 0.46 | 1.66 | 1.62 | 0.05 | 1.25 | 2.62 | -0.73 | 1.02 | 1.24 | 1.71 | 1.71 | 5.13 | 1.88 | 1.01 |
| Standard Deviation(%) | NA | 7.32 | 8.02 | 8.67 | 7.37 | NA | NA | … | … | 9.08 | 7.51 | 6.54 | 9.72 | 9.99 | 9.02 | 5.12 | 7.02 | 5.05 | 5.73 | 5.70 | 6.25 | 6.80 | 5.57 | 11.07 | 12.96 | 9.55 | 6.06 | 11.88 | 8.92 | 6.64 | 8.31 | 5.09 | 5.15 | 5.01 |
| Draw Down(%) | NA | 4.01 | 11.43 | 13.05 | 13.05 | NA | NA | … | … | 0.61 | 4.01 | 3.98 | 13.03 | 6.23 | 12.13 | 2.72 | 9.48 | 2.69 | 4.34 | 9.83 | 6.33 | 5.87 | 4.65 | 11.53 | 8.83 | 4.45 | 6.95 | 9.78 | 13.13 | 4.77 | 12.13 | 2.11 | 6.09 | 3.32 |
| Yield(%) | NA | 13.70 | 8.88 | 7.09 | 4.67 | NA | NA | … | … | NA | 4.30 | 12.96 | 6.91 | 1.63 | 5.91 | 3.10 | 1.82 | 0.25 | 3.25 | 2.45 | 3.38 | 2.47 | 4.23 | 3.66 | 4.04 | 4.19 | 3.14 | 10.17 | 6.14 | 4.65 | 4.72 | 6.37 | 4.05 | 7.53 |
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 |
|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate |
0.24%
Apr 2013 – Apr 2016 |
0.97%
Mar 2015 – Mar 2020 |
3.48%
Apr 2010 – Apr 2020 |
5.43%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FIRST CHOICE HOLDINGS INC. 401K PLAN Tactical Asset Allocation Moderate |
20.29%
Mar 2003 – Mar 2006 |
18.16%
Oct 2002 – Oct 2007 |
14.18%
Apr 2001 – Apr 2011 |
10.31%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart