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 Strategic Asset Allocation – Optimal Moderate | NA | 12.25% | 6.17% | 4.50% | 6.94% | 6.63% | NA | … | … |
Data as of 10/31/2019, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.48 | 12.25 | 6.17 | 4.50 | 6.94 | 6.63 | NA | … | … | 18.04 | -6.71 | 12.07 | 7.15 | -2.66 | 6.87 | 8.46 | 12.65 | -0.05 | 13.94 | 26.82 | -24.68 | 10.04 | 14.15 | 10.31 | 15.11 | 25.86 | -3.65 | -1.52 |
| Sharpe Ratio | NA | 2.70 | 0.93 | 0.60 | 0.72 | NA | NA | … | … | 2.70 | -0.94 | 2.70 | 0.82 | -0.31 | 1.12 | 1.16 | 1.62 | -0.01 | 1.16 | 1.42 | -1.07 | 0.68 | 1.38 | 1.30 | 2.03 | 3.57 | -0.50 | -0.41 |
| Standard Deviation(%) | NA | 6.16 | 6.60 | 7.45 | 8.76 | NA | NA | … | … | 6.16 | 8.59 | 4.24 | 8.49 | 8.64 | 6.10 | 7.25 | 7.75 | 14.12 | 11.92 | 18.86 | 23.86 | 10.33 | 7.86 | 6.27 | 6.99 | 7.04 | 9.53 | 9.25 |
| Draw Down(%) | NA | 3.12 | 12.67 | 12.91 | 13.33 | NA | NA | … | … | 3.12 | 12.67 | 1.77 | 6.17 | 10.91 | 5.03 | 7.85 | 6.23 | 13.33 | 8.62 | 17.43 | 37.10 | 6.46 | 8.58 | 4.28 | 8.04 | 5.63 | 14.68 | 13.97 |
| Yield(%) | NA | 2.79 | 1.98 | 2.40 | 2.79 | NA | NA | … | … | 2.79 | 2.77 | 0.30 | 3.86 | 2.28 | 3.29 | 2.79 | 3.37 | 3.08 | 2.89 | 2.99 | 2.94 | 5.63 | 3.59 | 3.94 | 3.27 | 3.46 | 2.88 | 3.58 |
Data as of 10/31/2019, 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 Strategic Asset Allocation – Optimal Moderate |
-7.34%
Feb 2006 – Feb 2009 |
0.19%
Feb 2004 – Feb 2009 |
4.71%
Oct 2007 – Oct 2017 |
6.22%
Dec 2003 – Dec 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Merganser Capital Management Inc. 401(k) Plan Strategic Asset Allocation – Optimal Moderate |
20.78%
Feb 2009 – Feb 2012 |
16.32%
Oct 2002 – Oct 2007 |
9.98%
Mar 2003 – Mar 2013 |
8.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart