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 Strategic Asset Allocation – Optimal Moderate | NA | 27.71% | 2.99% | 8.73% | 4.69% | 6.54% | 5.68% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | -1.21 | 27.71 | 2.99 | 8.73 | 4.69 | 6.54 | 5.68 | … | … | 0.91 | 9.23 | 13.35 | -15.66 | 10.58 | 23.44 | 18.91 | -19.60 | 8.45 | 1.53 | 1.98 | 1.89 | 17.68 | 14.36 | -2.72 | 15.40 | 20.87 | -25.61 | 10.98 | 8.85 | 5.78 | 12.97 | 26.46 | -11.13 | -2.51 |
| Sharpe Ratio | NA | 0.44 | -0.14 | 0.37 | 0.22 | NA | NA | … | … | 0.08 | 0.25 | 1.04 | -1.23 | 1.04 | 1.21 | 2.19 | -0.90 | 1.29 | 0.15 | 0.23 | 0.25 | 2.50 | 1.72 | -0.17 | 1.16 | 1.24 | -1.22 | 0.84 | 0.77 | 0.50 | 1.34 | 2.85 | -1.01 | -0.50 |
| Standard Deviation(%) | NA | 10.53 | 11.30 | 13.10 | 12.81 | NA | NA | … | … | 11.24 | 10.61 | 8.78 | 13.88 | 10.15 | 19.22 | 7.98 | 23.22 | 6.09 | 8.59 | 8.43 | 7.54 | 7.05 | 8.31 | 16.05 | 13.25 | 16.78 | 21.77 | 9.51 | 7.26 | 7.25 | 9.00 | 9.04 | 12.15 | 9.66 |
| Draw Down(%) | NA | 7.47 | 20.54 | 22.82 | 26.26 | NA | NA | … | … | 0.91 | 7.47 | 7.90 | 22.03 | 6.23 | 22.70 | 3.76 | 26.26 | 4.60 | 9.17 | 7.79 | 5.82 | 6.00 | 6.97 | 15.70 | 11.54 | 16.43 | 35.51 | 6.49 | 8.00 | 5.73 | 8.58 | 7.33 | 20.18 | 13.25 |
| Yield(%) | NA | 1.79 | 3.68 | 3.59 | 3.25 | NA | NA | … | … | NA | 0.55 | 1.46 | 3.22 | 5.65 | 4.86 | 2.22 | 3.90 | 0.31 | 1.39 | 5.09 | 4.42 | 5.35 | 2.44 | 2.01 | 3.06 | 3.57 | 2.04 | 4.72 | 4.82 | 4.54 | 2.93 | 2.36 | 2.08 | 2.74 |
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 Strategic Asset Allocation – Optimal Moderat |
-7.96%
Feb 2006 – Feb 2009 |
-1.66%
Dec 2013 – Dec 2018 |
2.71%
Oct 2013 – Oct 2023 |
3.20%
Oct 2007 – Oct 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 Strategic Asset Allocation – Optimal Moderat |
18.18%
Feb 2009 – Feb 2012 |
16.06%
Feb 2009 – Feb 2014 |
8.59%
Mar 2003 – Mar 2013 |
7.88%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart