Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Tactical Asset Allocation Moderate | NA | 11.86% | -1.39% | 3.05% | 2.82% | 4.34% | 5.96% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust 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 (%) | -1.43 | 11.86 | -1.39 | 3.05 | 2.82 | 4.34 | 5.96 | … | … | 0.87 | 0.01 | 3.65 | -11.25 | 10.46 | 10.74 | 8.04 | -4.59 | 6.83 | 3.70 | -1.15 | 2.13 | 14.70 | 9.73 | -3.99 | 9.42 | 18.35 | -0.02 | 11.96 | 23.48 | 2.11 | 18.34 | 24.53 | 8.73 | 6.81 |
| Sharpe Ratio | NA | -0.42 | -0.62 | 0.00 | 0.10 | NA | NA | … | … | 0.06 | -0.64 | -0.08 | -1.36 | 1.07 | 1.16 | 1.27 | -0.79 | 1.01 | 0.71 | -0.19 | 0.33 | 2.02 | 1.54 | -0.35 | 0.72 | 2.00 | -0.21 | 0.84 | 2.53 | -0.01 | 2.25 | 4.38 | 2.31 | 1.16 |
| Standard Deviation(%) | NA | 10.28 | 9.10 | 9.26 | 7.82 | NA | NA | … | … | 13.17 | 10.31 | 7.43 | 9.30 | 9.80 | 9.03 | 5.22 | 7.46 | 6.14 | 4.95 | 6.22 | 6.42 | 7.25 | 6.27 | 11.38 | 12.87 | 9.14 | 4.61 | 10.70 | 7.98 | 6.73 | 7.75 | 5.44 | 3.30 | 3.87 |
| Draw Down(%) | NA | 9.04 | 14.84 | 17.27 | 17.27 | NA | NA | … | … | 1.14 | 9.04 | 7.10 | 12.66 | 4.64 | 10.41 | 2.56 | 9.73 | 6.78 | 3.13 | 5.16 | 4.68 | 6.71 | 4.59 | 12.94 | 9.89 | 5.50 | 4.83 | 7.03 | 7.38 | 5.77 | 6.49 | 2.99 | 1.64 | 2.77 |
| Yield(%) | NA | 5.11 | 4.95 | 4.88 | 4.58 | NA | NA | … | … | NA | 0.76 | 4.99 | 4.81 | 3.95 | 6.45 | 3.91 | 4.02 | 0.30 | 3.49 | 7.01 | 6.14 | 4.37 | 5.36 | 1.72 | 3.71 | 5.02 | 3.74 | 5.05 | 9.58 | 2.90 | 2.20 | 3.82 | 5.61 | 6.73 |
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 |
|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Tactical Asset Allocation Moderate |
-2.74%
Dec 2021 – Dec 2024 |
1.26%
Feb 2018 – Feb 2023 |
2.16%
Oct 2013 – Oct 2023 |
3.66%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hausmann-McNally S.C. 401(k) Plan & Trust Tactical Asset Allocation Moderate |
17.02%
Dec 2001 – Dec 2004 |
17.27%
Oct 2002 – Oct 2007 |
12.81%
Apr 2001 – Apr 2011 |
9.68%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart