Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MACMILLAN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 19.99% | 1.00% | 4.33% | 3.65% | 4.01% | 4.95% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MACMILLAN RETIREMENT SAVINGS 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 (%) | 0.52 | 19.99 | 1.00 | 4.33 | 3.65 | 4.01 | 4.95 | … | … | 0.68 | 8.79 | 7.33 | -12.41 | 6.35 | 11.87 | 3.54 | -1.18 | 8.45 | 7.11 | -2.48 | -1.27 | 15.04 | 4.09 | 0.27 | 1.57 | 12.28 | 0.55 | 8.27 | 11.81 | 5.17 | 10.92 | 18.25 | 5.54 | 6.62 |
| Sharpe Ratio | NA | 0.37 | -0.35 | 0.18 | 0.27 | NA | NA | … | … | 0.06 | 0.24 | 0.44 | -1.53 | 0.70 | 1.42 | 0.54 | -0.36 | 1.78 | 1.62 | -0.50 | -0.21 | 2.24 | 0.87 | 0.02 | 0.13 | 1.51 | -0.17 | 0.57 | 1.04 | 0.49 | 1.30 | 3.20 | 1.47 | 1.42 |
| Standard Deviation(%) | NA | 9.26 | 8.54 | 8.58 | 7.03 | NA | NA | … | … | 10.75 | 9.25 | 7.07 | 9.03 | 9.09 | 8.17 | 3.91 | 7.00 | 4.39 | 4.27 | 5.00 | 6.08 | 6.69 | 4.66 | 10.37 | 11.23 | 8.06 | 2.16 | 9.23 | 8.18 | 6.05 | 7.66 | 5.49 | 3.02 | 3.04 |
| Draw Down(%) | NA | 6.38 | 16.88 | 18.30 | 18.30 | NA | NA | … | … | 0.88 | 6.38 | 6.80 | 13.40 | 4.35 | 9.64 | 3.87 | 6.99 | 1.45 | 2.14 | 5.37 | 5.83 | 4.41 | 3.87 | 10.62 | 12.59 | 5.03 | 1.72 | 6.86 | 9.59 | 4.28 | 7.20 | 3.00 | 1.81 | 1.93 |
| Yield(%) | NA | 4.37 | 4.61 | 4.00 | 3.57 | NA | NA | … | … | NA | 0.46 | 4.55 | 1.62 | 7.48 | 4.19 | 2.27 | 5.39 | 0.13 | 3.43 | 3.63 | 3.18 | 4.22 | 2.27 | 1.42 | 1.96 | 2.34 | 1.62 | 4.15 | 5.65 | 3.60 | 3.01 | 3.94 | 2.76 | 4.86 |
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 |
|---|---|---|---|---|
| MACMILLAN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.23%
Apr 2021 – Apr 2024 |
0.53%
Jan 2018 – Jan 2023 |
1.89%
Oct 2013 – Oct 2023 |
3.17%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MACMILLAN RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
13.65%
Apr 2003 – Apr 2006 |
11.94%
Oct 2002 – Oct 2007 |
8.44%
Apr 2001 – Apr 2011 |
6.77%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart