Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Mcewen Gisvold LLP Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate | NA | 20.43% | 0.93% | 4.37% | 3.33% | 4.21% | 5.26% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mcewen Gisvold LLP Profit Sharing and 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 (%) | -1.22 | 20.43 | 0.93 | 4.37 | 3.33 | 4.21 | 5.26 | … | … | 0.52 | 6.52 | 7.63 | -10.87 | 4.48 | 11.30 | 3.30 | -3.54 | 12.40 | 4.56 | -4.44 | 0.45 | 16.69 | 6.76 | -2.16 | 6.11 | 12.98 | -2.51 | 9.68 | 13.98 | 5.69 | 14.27 | 22.67 | 9.38 | 7.97 |
| Sharpe Ratio | NA | 0.10 | -0.33 | 0.11 | 0.16 | NA | NA | … | … | 0.04 | -0.01 | 0.44 | -1.15 | 0.49 | 1.11 | 0.39 | -0.58 | 2.12 | 0.89 | -0.84 | 0.06 | 2.42 | 1.21 | -0.24 | 0.61 | 1.44 | -0.52 | 0.76 | 1.57 | 0.68 | 1.78 | 3.93 | 2.00 | 1.13 |
| Standard Deviation(%) | NA | 11.89 | 10.24 | 9.96 | 8.20 | NA | NA | … | … | 12.59 | 11.85 | 7.62 | 10.69 | 9.12 | 9.93 | 4.83 | 8.36 | 5.56 | 4.90 | 5.33 | 7.30 | 6.87 | 5.52 | 9.10 | 9.91 | 8.97 | 6.59 | 8.76 | 6.82 | 5.14 | 7.48 | 5.60 | 4.14 | 5.01 |
| Draw Down(%) | NA | 9.02 | 16.92 | 18.55 | 18.55 | NA | NA | … | … | 1.11 | 8.97 | 5.91 | 13.03 | 6.05 | 12.66 | 4.00 | 10.92 | 3.54 | 2.83 | 5.98 | 5.73 | 4.38 | 5.19 | 9.75 | 8.00 | 4.99 | 7.77 | 6.20 | 7.09 | 3.70 | 7.08 | 2.56 | 2.06 | 3.80 |
| Yield(%) | NA | 3.12 | 3.80 | 4.13 | 3.50 | NA | NA | … | … | NA | 0.68 | 3.27 | 3.95 | 3.25 | 5.67 | 3.72 | 2.47 | 0.15 | 3.25 | 3.90 | 4.54 | 1.59 | 5.57 | 1.14 | 4.61 | 2.48 | 4.04 | 4.66 | 4.97 | 3.42 | 3.75 | 2.42 | 8.12 | 7.26 |
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 |
|---|---|---|---|---|
| Mcewen Gisvold LLP Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate |
-1.41%
Oct 2017 – Oct 2020 |
-0.24%
Jan 2018 – Jan 2023 |
1.75%
Oct 2013 – Oct 2023 |
3.11%
May 2008 – May 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mcewen Gisvold LLP Profit Sharing and 401(k) Plan Tactical Asset Allocation Moderate |
15.48%
Apr 2003 – Apr 2006 |
14.02%
Oct 2002 – Oct 2007 |
10.53%
Apr 2001 – Apr 2011 |
7.87%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart