Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Moderate | NA | 26.03% | 6.64% | 11.36% | 9.20% | 10.13% | 10.39% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 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 (%) | -1.37 | 26.03 | 6.64 | 11.36 | 9.20 | 10.13 | 10.39 | … | … | 0.50 | 16.14 | 15.63 | -9.76 | 15.93 | 19.28 | 19.91 | -3.69 | 12.09 | 11.39 | -0.03 | 8.43 | 16.65 | 11.53 | 3.23 | 18.16 | 18.45 | 3.46 | 9.63 | 15.02 | 7.74 | 12.29 | 25.89 | 1.58 | 3.95 |
| Sharpe Ratio | NA | 1.08 | 0.35 | 0.64 | 0.71 | NA | NA | … | … | 0.04 | 0.95 | 1.41 | -0.87 | 1.63 | 0.95 | 2.60 | -0.50 | 2.75 | 1.45 | -0.01 | 1.16 | 2.18 | 1.50 | 0.23 | 1.47 | 1.84 | 0.40 | 0.68 | 1.49 | 0.84 | 1.45 | 3.66 | 0.08 | 0.25 |
| Standard Deviation(%) | NA | 10.05 | 10.53 | 12.91 | 10.68 | NA | NA | … | … | 11.35 | 10.09 | 8.07 | 12.87 | 9.77 | 20.05 | 7.12 | 9.97 | 4.17 | 7.73 | 9.06 | 7.27 | 7.61 | 7.64 | 14.21 | 12.31 | 10.00 | 6.27 | 9.76 | 7.86 | 6.67 | 7.81 | 6.89 | 6.04 | 6.63 |
| Draw Down(%) | NA | 6.18 | 13.61 | 21.37 | 21.37 | NA | NA | … | … | 0.97 | 6.18 | 6.30 | 15.31 | 3.92 | 21.37 | 3.41 | 12.33 | 2.13 | 5.13 | 8.85 | 4.03 | 5.71 | 5.05 | 12.47 | 8.89 | 4.88 | 4.96 | 7.01 | 8.97 | 4.73 | 7.24 | 3.34 | 3.81 | 6.73 |
| Yield(%) | NA | 2.71 | 2.69 | 2.67 | 2.44 | NA | NA | … | … | NA | 1.54 | 2.74 | 2.05 | 2.57 | 3.34 | 2.58 | 1.65 | 2.49 | 2.26 | 2.25 | 2.14 | 1.73 | 3.93 | 2.36 | 2.64 | 4.87 | 4.28 | 4.56 | 3.96 | 3.72 | 3.84 | 4.45 | 6.29 | 8.81 |
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 |
|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Mo |
4.72%
Mar 2017 – Mar 2020 |
5.07%
Mar 2015 – Mar 2020 |
7.69%
Oct 2013 – Oct 2023 |
8.91%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERSCHEND FAMILY ENTERTAINMENT CORPORATION PROFIT SHARING AND 401K PLAN Tactical Asset Allocation Mo |
18.36%
Dec 2018 – Dec 2021 |
14.38%
Feb 2009 – Feb 2014 |
12.60%
Mar 2003 – Mar 2013 |
11.51%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart