Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Acumen Solutions 401k Plan Tactical Asset Allocation Moderate | NA | 22.60% | 1.37% | 5.36% | 3.22% | 4.13% | 6.03% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Acumen Solutions 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 (%) | -1.38 | 22.60 | 1.37 | 5.36 | 3.22 | 4.13 | 6.03 | … | … | -0.07 | 5.28 | 9.45 | -15.55 | 12.90 | 14.00 | -0.58 | -6.46 | 12.16 | 9.83 | -8.22 | 0.40 | 12.71 | 6.18 | 1.96 | 5.61 | 16.07 | -4.81 | 17.31 | 19.85 | 10.33 | 13.67 | 18.17 | 12.18 | 6.48 |
| Sharpe Ratio | NA | -0.13 | -0.40 | 0.21 | 0.13 | NA | NA | … | … | -0.02 | -0.16 | 0.54 | -1.20 | 1.51 | 1.50 | -0.38 | -1.11 | 2.36 | 1.57 | -1.32 | 0.07 | 1.87 | 1.15 | 0.19 | 0.50 | 1.58 | -0.91 | 1.19 | 1.69 | 1.36 | 1.60 | 3.10 | 2.56 | 0.89 |
| Standard Deviation(%) | NA | 8.24 | 10.96 | 10.18 | 8.33 | NA | NA | … | … | 6.08 | 8.29 | 9.57 | 14.16 | 8.52 | 9.16 | 5.22 | 7.02 | 4.88 | 6.11 | 6.22 | 5.52 | 6.80 | 5.35 | 10.16 | 11.15 | 10.13 | 6.30 | 12.09 | 9.81 | 5.99 | 7.95 | 5.64 | 4.33 | 4.67 |
| Draw Down(%) | NA | 7.12 | 19.71 | 21.01 | 21.01 | NA | NA | … | … | 0.58 | 7.12 | 10.23 | 21.01 | 4.77 | 8.05 | 6.81 | 12.38 | 2.01 | 2.72 | 10.99 | 6.99 | 5.87 | 4.15 | 10.39 | 9.22 | 5.23 | 8.67 | 10.27 | 13.85 | 4.49 | 6.89 | 3.17 | 2.52 | 4.20 |
| Yield(%) | NA | 3.38 | 4.21 | 3.24 | 2.62 | NA | NA | … | … | NA | 0.13 | 3.48 | 5.10 | 3.90 | 2.16 | 1.37 | 2.51 | 0.28 | 2.50 | 1.60 | 3.62 | 1.47 | 3.80 | 4.08 | 2.52 | 3.23 | 3.08 | 3.50 | 3.52 | 2.06 | 2.87 | 4.06 | 6.85 | 5.40 |
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 |
|---|---|---|---|---|
| Acumen Solutions 401k Plan Tactical Asset Allocation Moderate |
-2.44%
Feb 2017 – Feb 2020 |
-0.50%
Feb 2015 – Feb 2020 |
1.30%
Oct 2013 – Oct 2023 |
2.96%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Acumen Solutions 401k Plan Tactical Asset Allocation Moderate |
19.86%
Oct 2004 – Oct 2007 |
17.03%
Oct 2002 – Oct 2007 |
11.71%
Apr 2001 – Apr 2011 |
8.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart