Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 1.15% | 8.48% | 5.93% | 5.81% | 7.31% | 9.46% | … | … |
Data as of 01/31/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 04/28/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.39 | 1.15 | 8.48 | 5.93 | 5.81 | 7.31 | 9.46 | … | … | -6.95 | 13.23 | 9.45 | 9.43 | -8.57 | 13.13 | 10.50 | -5.57 | 2.41 | 13.13 | 11.79 | 3.69 | 12.86 | 24.16 | -4.68 | 14.62 | 18.76 | 11.91 | 13.58 | 28.78 | 9.80 | 5.58 |
| Sharpe Ratio | NA | -0.50 | 0.59 | 0.42 | 0.64 | NA | NA | … | … | -0.74 | 1.30 | 0.67 | 1.77 | -1.33 | 2.32 | 1.81 | -0.81 | 0.32 | 1.92 | 2.34 | 0.44 | 1.28 | 2.46 | -0.78 | 0.95 | 1.74 | 1.52 | 1.40 | 4.80 | 1.40 | 0.65 |
| Standard Deviation(%) | NA | 8.66 | 10.64 | 9.17 | 7.95 | NA | NA | … | … | 9.53 | 10.16 | 13.84 | 4.52 | 7.42 | 5.40 | 5.70 | 6.94 | 7.55 | 6.80 | 5.03 | 8.25 | 9.97 | 9.80 | 7.15 | 12.19 | 8.88 | 6.42 | 9.05 | 5.85 | 6.19 | 5.01 |
| Draw Down(%) | NA | 8.52 | 19.28 | 20.21 | 20.21 | NA | NA | … | … | 8.06 | 6.28 | 19.28 | 2.34 | 14.33 | 2.48 | 4.22 | 10.37 | 5.73 | 6.20 | 3.62 | 6.24 | 6.98 | 4.30 | 8.41 | 9.78 | 12.25 | 5.56 | 12.82 | 4.87 | 7.02 | 4.73 |
| Yield(%) | NA | 5.67 | 6.46 | 4.80 | 4.59 | NA | NA | … | … | 0.44 | 8.51 | 5.94 | 4.40 | 4.06 | 0.55 | 5.77 | 2.11 | 4.00 | 6.33 | 4.34 | 3.18 | 3.41 | 5.35 | 3.56 | 9.47 | 7.97 | 5.82 | 6.14 | 6.46 | 8.49 | 8.58 |
Data as of 01/31/2022, 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 |
|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-1.83%
Oct 2017 – Oct 2020 |
0.72%
May 2015 – May 2020 |
4.05%
Oct 2010 – Oct 2020 |
7.14%
Feb 2007 – Feb 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLINA 403(B) RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
20.73%
Oct 2004 – Oct 2007 |
19.44%
Oct 2002 – Oct 2007 |
13.48%
Apr 2001 – Apr 2011 |
11.06%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart