Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Headlands Organization, LLC 401(k) Plan Tactical Asset Allocation Moderate | NA | 23.48% | 1.07% | 4.67% | 3.70% | 3.76% | 4.85% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Headlands Organization, LLC 401(k) 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 (%) | -1.26 | 23.48 | 1.07 | 4.67 | 3.70 | 3.76 | 4.85 | … | … | 0.56 | 7.99 | 5.54 | -13.28 | 8.18 | 12.91 | 3.51 | -3.12 | 6.08 | 10.32 | -3.00 | -1.60 | 12.57 | 4.38 | -1.27 | 1.72 | 14.07 | 0.07 | 10.09 | 11.82 | 3.83 | 9.98 | 19.60 | 5.98 | 6.36 |
| Sharpe Ratio | NA | 0.26 | -0.44 | 0.16 | 0.21 | NA | NA | … | … | 0.05 | 0.13 | 0.18 | -1.66 | 0.81 | 1.43 | 0.40 | -0.56 | 0.93 | 1.91 | -0.58 | -0.24 | 1.65 | 0.74 | -0.13 | 0.15 | 1.75 | -0.22 | 0.70 | 1.13 | 0.27 | 1.08 | 3.30 | 1.41 | 1.11 |
| Standard Deviation(%) | NA | 10.38 | 8.88 | 9.13 | 7.71 | NA | NA | … | … | 10.20 | 10.38 | 7.06 | 8.80 | 10.05 | 8.86 | 5.23 | 7.85 | 5.85 | 5.29 | 5.20 | 6.80 | 7.61 | 5.88 | 10.24 | 10.61 | 7.97 | 3.89 | 10.22 | 7.55 | 6.19 | 8.36 | 5.73 | 3.44 | 3.64 |
| Draw Down(%) | NA | 7.59 | 17.62 | 19.24 | 19.24 | NA | NA | … | … | 0.81 | 7.52 | 6.44 | 14.11 | 4.92 | 9.28 | 3.37 | 9.98 | 5.49 | 3.85 | 4.98 | 8.06 | 4.58 | 4.94 | 10.89 | 10.06 | 4.26 | 3.35 | 8.05 | 9.37 | 4.68 | 7.57 | 3.62 | 2.01 | 2.78 |
| Yield(%) | NA | 4.29 | 4.72 | 4.57 | 3.84 | NA | NA | … | … | NA | 0.16 | 4.75 | 3.12 | 6.12 | 4.37 | 4.15 | 3.03 | 0.05 | 4.18 | 4.87 | 3.60 | 0.30 | 3.36 | 0.60 | 1.18 | 4.00 | 2.77 | 7.13 | 8.65 | 5.84 | 2.63 | 4.39 | 5.42 | 6.47 |
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 |
|---|---|---|---|---|
| Headlands Organization, LLC 401(k) Plan Tactical Asset Allocation Moderate |
-1.68%
Oct 2017 – Oct 2020 |
0.02%
Sep 2018 – Sep 2023 |
1.24%
Oct 2013 – Oct 2023 |
2.81%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Headlands Organization, LLC 401(k) Plan Tactical Asset Allocation Moderate |
12.68%
Apr 2003 – Apr 2006 |
12.03%
Oct 2002 – Oct 2007 |
8.92%
Apr 2001 – Apr 2011 |
6.87%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart