Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust Tactical Asset Allocation Moderate | NA | 25.38% | 1.43% | 6.43% | 3.18% | 3.90% | 5.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust 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 (%) | -1.37 | 25.38 | 1.43 | 6.43 | 3.18 | 3.90 | 5.04 | … | … | 0.68 | 4.52 | 17.28 | -19.53 | 12.94 | 15.28 | 1.91 | -16.17 | 11.78 | 8.35 | -3.06 | -1.27 | 15.35 | 4.52 | 1.38 | 3.25 | 13.89 | 4.81 | 12.30 | 8.69 | 0.84 | 9.84 | 24.03 | 6.44 | 5.79 |
| Sharpe Ratio | NA | -0.01 | -0.26 | 0.22 | 0.09 | NA | NA | … | … | 0.08 | -0.19 | 1.36 | -1.23 | 1.31 | 1.50 | 0.10 | -1.00 | 1.94 | 1.62 | -0.55 | -0.19 | 2.27 | 0.81 | 0.12 | 0.28 | 1.58 | 0.98 | 1.02 | 0.74 | -0.21 | 1.01 | 3.74 | 1.37 | 0.90 |
| Standard Deviation(%) | NA | 10.83 | 12.90 | 11.82 | 10.58 | NA | NA | … | … | 8.24 | 10.93 | 9.55 | 16.99 | 9.88 | 10.00 | 4.95 | 17.51 | 5.74 | 5.01 | 5.56 | 6.60 | 6.75 | 5.49 | 11.19 | 11.10 | 8.72 | 3.97 | 9.17 | 7.28 | 6.34 | 8.80 | 6.24 | 3.89 | 3.86 |
| Draw Down(%) | NA | 8.99 | 23.90 | 26.83 | 26.83 | NA | NA | … | … | 0.61 | 8.99 | 9.58 | 25.69 | 4.70 | 7.24 | 4.48 | 21.68 | 4.22 | 3.26 | 5.61 | 6.56 | 4.67 | 4.98 | 11.01 | 12.24 | 5.12 | 2.14 | 6.54 | 8.74 | 5.91 | 8.83 | 3.45 | 2.29 | 2.69 |
| Yield(%) | NA | 1.92 | 3.48 | 3.59 | 3.12 | NA | NA | … | … | NA | 0.48 | 1.86 | 1.99 | 6.48 | 4.80 | 2.97 | 3.94 | 0.32 | 2.49 | 3.65 | 3.09 | 4.94 | 2.20 | 3.06 | 2.80 | 3.24 | 2.89 | 4.35 | 4.65 | 4.07 | 2.36 | 3.49 | 4.94 | 5.99 |
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 |
|---|---|---|---|---|
| Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust Tactical Asset Allocation Moderate |
-5.45%
Oct 2017 – Oct 2020 |
-4.03%
Sep 2017 – Sep 2022 |
0.98%
Oct 2013 – Oct 2023 |
2.59%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Schechter Brucker P.C. 401(k) Profit Sharing Plan Trust Tactical Asset Allocation Moderate |
13.19%
Dec 2001 – Dec 2004 |
12.25%
Oct 2002 – Oct 2007 |
9.50%
Apr 2001 – Apr 2011 |
7.90%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart