Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Tactical Asset Allocation Moderate | NA | 25.59% | 1.72% | 5.46% | 3.31% | 5.05% | 7.13% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merganser Capital Management Inc. 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 (%) | -1.48 | 25.59 | 1.72 | 5.46 | 3.31 | 5.05 | 7.13 | … | … | -0.22 | 8.85 | 13.47 | -18.89 | 17.65 | 7.42 | 6.79 | -5.23 | 10.36 | 3.54 | -8.16 | 3.25 | 10.25 | 9.06 | 6.09 | 11.34 | 20.45 | -0.34 | 20.12 | 15.82 | 10.42 | 10.12 | 20.54 | 9.44 | 4.54 |
| Sharpe Ratio | NA | 0.34 | -0.26 | 0.20 | 0.14 | NA | NA | … | … | -0.03 | 0.26 | 0.90 | -1.28 | 1.87 | 0.66 | 1.06 | -0.91 | 2.10 | 0.59 | -1.38 | 0.56 | 1.55 | 2.08 | 0.72 | 0.91 | 1.90 | -0.20 | 1.33 | 1.34 | 1.12 | 1.03 | 3.48 | 1.42 | 0.41 |
| Standard Deviation(%) | NA | 8.73 | 12.02 | 11.35 | 9.01 | NA | NA | … | … | 8.84 | 8.79 | 10.29 | 15.87 | 9.42 | 10.91 | 5.06 | 7.19 | 4.64 | 5.70 | 5.93 | 5.76 | 6.60 | 4.34 | 8.47 | 12.43 | 10.70 | 6.19 | 12.88 | 9.39 | 7.39 | 8.89 | 5.70 | 5.86 | 5.42 |
| Draw Down(%) | NA | 5.28 | 21.20 | 23.21 | 23.21 | NA | NA | … | … | 0.87 | 5.01 | 9.58 | 23.14 | 5.32 | 14.85 | 2.95 | 12.06 | 1.95 | 5.68 | 10.77 | 6.88 | 6.95 | 2.64 | 6.31 | 8.68 | 5.62 | 5.39 | 10.09 | 12.90 | 5.70 | 13.05 | 3.32 | 4.81 | 4.35 |
| Yield(%) | NA | 3.37 | 3.73 | 3.53 | 3.19 | NA | NA | … | … | NA | 0.45 | 3.51 | 3.81 | 3.27 | 1.82 | 5.22 | 2.88 | 0.29 | 3.89 | 3.63 | 3.57 | 2.40 | 4.01 | 5.23 | 3.84 | 4.53 | 4.32 | 3.49 | 3.35 | 3.67 | 3.11 | 5.40 | 4.51 | 6.55 |
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 |
|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Tactical Asset Allocation Moderate |
-1.01%
Jun 2014 – Jun 2017 |
-0.43%
Mar 2015 – Mar 2020 |
1.37%
Oct 2013 – Oct 2023 |
4.19%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Tactical Asset Allocation Moderate |
19.67%
Oct 2004 – Oct 2007 |
16.41%
Oct 2002 – Oct 2007 |
12.59%
Apr 2001 – Apr 2011 |
9.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart