Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 33.98% | 8.02% | 8.07% | 7.01% | 9.01% | 9.25% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LINDAL CEDAR HOMES INC. 401K 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 (%) | -1.33 | 33.98 | 8.02 | 8.07 | 7.01 | 9.01 | 9.25 | … | … | -0.66 | 15.12 | 19.99 | -14.02 | 26.28 | -2.37 | 20.29 | -4.19 | 3.87 | 6.44 | 1.02 | 4.83 | 16.32 | 13.27 | 6.38 | 21.36 | 19.20 | 2.14 | 5.33 | 19.95 | 6.91 | 20.42 | 18.28 | 4.14 | 3.20 |
| Sharpe Ratio | NA | 0.84 | 0.23 | 0.36 | 0.36 | NA | NA | … | … | -0.07 | 0.90 | 1.33 | -0.98 | 2.62 | -0.11 | 2.47 | -0.52 | 0.48 | 0.56 | 0.09 | 0.63 | 2.18 | 1.81 | 0.42 | 1.57 | 1.63 | 3.00 | 0.25 | 1.93 | 0.45 | 1.63 | 3.10 | 1.06 | 0.44 |
| Standard Deviation(%) | NA | 9.43 | 12.59 | 15.12 | 12.66 | NA | NA | … | … | 10.11 | 9.51 | 11.85 | 15.73 | 10.02 | 23.71 | 7.64 | 10.49 | 6.73 | 11.17 | 11.08 | 7.63 | 7.48 | 7.31 | 15.06 | 13.51 | 11.70 | 0.41 | 9.55 | 8.63 | 10.45 | 11.92 | 5.67 | 2.87 | 2.01 |
| Draw Down(%) | NA | 5.70 | 18.51 | 26.90 | 26.90 | NA | NA | … | … | 1.21 | 5.70 | 9.11 | 20.45 | 5.37 | 26.90 | 3.17 | 8.77 | 4.13 | 10.47 | 11.82 | 6.26 | 6.50 | 5.41 | 11.91 | 7.81 | 5.63 | 0.40 | 7.53 | 6.70 | 7.42 | 13.67 | 3.02 | 3.76 | 2.24 |
| Yield(%) | NA | 15.92 | 12.03 | 8.46 | 6.04 | NA | NA | … | … | NA | 10.14 | 14.45 | 6.56 | 4.13 | 3.19 | 3.73 | 3.36 | 3.48 | 3.64 | 3.13 | 3.54 | 1.49 | 3.36 | 3.11 | 2.85 | 2.78 | 2.55 | 2.26 | 3.68 | 4.72 | 3.92 | 5.84 | 4.24 | 3.10 |
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 |
|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Tactical Asset Allocation Moderate |
0.20%
Feb 2015 – Feb 2018 |
1.46%
Mar 2015 – Mar 2020 |
4.41%
Oct 2013 – Oct 2023 |
7.19%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LINDAL CEDAR HOMES INC. 401K PLAN Tactical Asset Allocation Moderate |
18.97%
Jun 2009 – Jun 2012 |
16.06%
Jun 2009 – Jun 2014 |
13.83%
Apr 2003 – Apr 2013 |
11.41%
Jul 2001 – Jul 2016 |
Annualized Rolling Returns Comparison Chart