Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -1.35% | 11.45% | 8.49% | 7.49% | 9.05% | 10.64% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| 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 (%) | -2.71 | -1.35 | 11.45 | 8.49 | 7.49 | 9.05 | 10.64 | … | … | -13.71 | 15.46 | 20.80 | 15.28 | -4.53 | 10.27 | 10.40 | -1.84 | 3.70 | 13.45 | 12.55 | 4.77 | 19.57 | 21.32 | 2.30 | 10.74 | 19.57 | 8.10 | 14.06 | 25.28 | 8.55 | 9.15 |
| Sharpe Ratio | NA | -0.77 | 0.56 | 0.53 | 0.62 | NA | NA | … | … | -1.13 | 1.48 | 1.03 | 2.08 | -0.58 | 1.94 | 1.22 | -0.20 | 0.49 | 1.75 | 1.66 | 0.32 | 1.46 | 1.88 | 0.19 | 0.79 | 2.17 | 0.86 | 1.66 | 4.00 | 1.35 | 1.25 |
| Standard Deviation(%) | NA | 10.73 | 14.28 | 12.21 | 10.27 | NA | NA | … | … | 12.33 | 10.43 | 20.04 | 6.65 | 10.13 | 4.96 | 8.38 | 9.39 | 7.50 | 7.66 | 7.51 | 14.78 | 13.36 | 11.31 | 7.06 | 9.82 | 7.50 | 6.94 | 7.90 | 6.15 | 5.52 | 5.48 |
| Draw Down(%) | NA | 15.56 | 19.52 | 19.52 | 19.52 | NA | NA | … | … | 15.39 | 5.12 | 19.52 | 3.09 | 14.71 | 2.64 | 6.12 | 11.35 | 5.83 | 8.07 | 5.33 | 12.27 | 8.10 | 4.82 | 6.34 | 6.88 | 6.26 | 4.45 | 10.86 | 4.33 | 5.05 | 4.10 |
| Yield(%) | NA | 5.01 | 4.17 | 3.43 | 3.74 | NA | NA | … | … | 1.59 | 5.46 | 1.83 | 5.12 | 1.83 | 2.46 | 4.59 | 3.32 | 2.52 | 6.59 | 4.10 | 3.84 | 4.26 | 6.47 | 5.76 | 6.15 | 4.56 | 5.03 | 3.38 | 4.69 | 4.68 | 8.47 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
3.10%
Oct 2013 – Oct 2016 |
3.33%
Mar 2015 – Mar 2020 |
6.78%
Mar 2010 – Mar 2020 |
8.49%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAIN AND COMPANY INC. 401K SAVINGS PLAN Tactical Asset Allocation Moderate |
17.67%
Mar 2009 – Mar 2012 |
15.96%
Oct 2002 – Oct 2007 |
14.44%
Apr 2001 – Apr 2011 |
11.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart