Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| T & M PROTECTION RESOURCES LLC 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 12.71% | 0.10% | 4.61% | 3.16% | 4.04% | 6.44% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| T & M PROTECTION RESOURCES LLC 401K 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 (%) | -1.34 | 12.71 | 0.10 | 4.61 | 3.16 | 4.04 | 6.44 | … | … | 0.53 | -1.37 | 7.87 | -12.05 | 14.91 | 10.75 | 5.88 | -5.32 | 8.69 | 3.80 | -4.83 | 0.48 | 11.28 | 8.57 | -6.04 | 12.53 | 23.46 | -3.83 | 18.30 | 16.40 | 14.20 | 11.25 | 22.97 | 9.71 | 5.70 |
| Sharpe Ratio | NA | -0.64 | -0.61 | 0.14 | 0.11 | NA | NA | … | … | 0.05 | -0.81 | 0.54 | -1.50 | 1.68 | 1.16 | 0.84 | -0.93 | 1.41 | 0.61 | -0.80 | 0.08 | 1.61 | 1.55 | -0.52 | 0.97 | 2.36 | -0.93 | 1.34 | 1.45 | 1.79 | 1.17 | 4.64 | 1.80 | 0.90 |
| Standard Deviation(%) | NA | 9.78 | 8.60 | 8.76 | 7.54 | NA | NA | … | … | 9.00 | 9.86 | 6.72 | 8.95 | 8.84 | 9.04 | 5.35 | 7.14 | 5.72 | 5.94 | 6.11 | 5.93 | 7.00 | 5.50 | 11.77 | 12.89 | 9.89 | 5.13 | 11.41 | 9.06 | 6.71 | 8.83 | 4.80 | 4.79 | 3.78 |
| Draw Down(%) | NA | 7.65 | 13.44 | 15.45 | 15.45 | NA | NA | … | … | 0.74 | 7.65 | 6.24 | 13.63 | 4.12 | 10.80 | 2.52 | 11.82 | 3.49 | 4.75 | 8.98 | 6.60 | 6.19 | 4.19 | 12.34 | 9.02 | 5.13 | 5.70 | 9.07 | 12.76 | 5.14 | 12.22 | 1.85 | 6.01 | 2.08 |
| Yield(%) | NA | 4.85 | 4.57 | 4.05 | 4.26 | NA | NA | … | … | NA | 0.62 | 5.01 | 2.73 | 5.46 | 3.63 | 3.03 | 4.43 | 0.14 | 2.97 | 7.34 | 7.50 | 3.96 | 2.96 | 1.00 | 3.60 | 4.59 | 2.25 | 9.55 | 7.57 | 6.21 | 3.79 | 3.90 | 5.28 | 6.53 |
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 |
|---|---|---|---|---|
| T & M PROTECTION RESOURCES LLC 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.19%
Dec 2021 – Dec 2024 |
0.20%
Mar 2015 – Mar 2020 |
1.86%
Apr 2010 – Apr 2020 |
3.37%
Dec 2009 – Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| T & M PROTECTION RESOURCES LLC 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
20.31%
Oct 2004 – Oct 2007 |
17.43%
Oct 2002 – Oct 2007 |
13.21%
Apr 2001 – Apr 2011 |
9.05%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart