Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 25.10% | -0.62% | 4.34% | 3.45% | 4.42% | 5.83% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STERLING INFOSYSTEMS INC. 401K PROFIT SHARING 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 (%) | -0.91 | 25.10 | -0.62 | 4.34 | 3.45 | 4.42 | 5.83 | … | … | 0.77 | 7.55 | 14.78 | -19.43 | 7.03 | 10.27 | 9.46 | -7.34 | 7.88 | 11.14 | -6.07 | 0.20 | 15.63 | 5.25 | -1.44 | 9.09 | 19.06 | 0.74 | 11.50 | 13.90 | 6.32 | 9.24 | 24.81 | 2.28 | 7.37 |
| Sharpe Ratio | NA | 0.30 | -0.29 | 0.08 | 0.16 | NA | NA | … | … | 0.09 | 0.10 | 1.23 | -1.39 | 0.65 | 1.09 | 2.00 | -1.12 | 1.21 | 2.27 | -1.02 | 0.03 | 2.28 | 1.09 | -0.13 | 0.77 | 2.06 | -0.03 | 0.88 | 1.34 | 0.68 | 0.96 | 3.72 | 0.26 | 1.06 |
| Standard Deviation(%) | NA | 9.41 | 11.37 | 10.88 | 8.73 | NA | NA | … | … | 7.80 | 9.47 | 8.57 | 14.96 | 10.85 | 9.23 | 4.02 | 7.72 | 5.98 | 4.82 | 5.99 | 5.78 | 6.85 | 4.77 | 10.90 | 11.66 | 9.19 | 5.23 | 9.63 | 7.96 | 6.06 | 8.61 | 6.48 | 4.49 | 4.76 |
| Draw Down(%) | NA | 7.56 | 23.75 | 29.78 | 29.78 | NA | NA | … | … | 0.60 | 7.56 | 8.58 | 24.96 | 9.27 | 9.49 | 1.83 | 12.31 | 5.48 | 3.87 | 9.44 | 6.98 | 5.35 | 3.78 | 12.35 | 10.42 | 5.00 | 3.68 | 8.23 | 10.21 | 5.13 | 7.49 | 4.21 | 7.37 | 3.25 |
| Yield(%) | NA | 3.10 | 3.55 | 3.63 | 3.05 | NA | NA | … | … | NA | 0.57 | 3.27 | 3.33 | 3.64 | 3.36 | 4.30 | 5.19 | 0.50 | 2.77 | 2.26 | 1.60 | 2.96 | 3.26 | 3.84 | 3.53 | 4.19 | 3.73 | 3.23 | 4.16 | 3.33 | 4.20 | 5.80 | 6.72 | 7.72 |
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 |
|---|---|---|---|---|
| STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-3.28%
Sep 2019 – Sep 2022 |
-2.63%
Sep 2017 – Sep 2022 |
1.33%
Oct 2013 – Oct 2023 |
3.28%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STERLING INFOSYSTEMS INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.53%
Jan 2003 – Jan 2006 |
14.15%
Oct 2002 – Oct 2007 |
10.83%
Apr 2001 – Apr 2011 |
8.76%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart