Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 13.40% | 1.14% | 3.81% | 3.14% | 4.16% | 4.48% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT 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 (%) | -0.68 | 13.40 | 1.14 | 3.81 | 3.14 | 4.16 | 4.48 | … | … | 0.05 | 8.18 | 3.02 | -8.80 | 9.68 | 3.95 | 4.78 | -3.83 | 13.10 | 1.71 | -0.44 | 3.10 | 14.14 | 7.07 | -3.07 | 6.91 | 10.40 | -4.15 | 5.58 | 11.53 | 4.19 | 7.09 | 12.84 | -7.29 | 3.41 |
| Sharpe Ratio | NA | 0.36 | -0.55 | 0.07 | 0.22 | NA | NA | … | … | -0.14 | 0.26 | -0.19 | -2.04 | 1.44 | 0.36 | 0.83 | -0.70 | 3.44 | 0.38 | -0.09 | 0.52 | 2.34 | 1.21 | -0.34 | 0.73 | 1.40 | -1.18 | 0.31 | 1.26 | 0.41 | 1.37 | 2.72 | -1.08 | 0.31 |
| Standard Deviation(%) | NA | 6.04 | 5.93 | 7.17 | 6.20 | NA | NA | … | … | 0.07 | 6.12 | 6.58 | 4.99 | 6.73 | 10.30 | 4.08 | 7.30 | 3.63 | 3.97 | 5.41 | 5.88 | 6.03 | 5.78 | 9.15 | 9.37 | 7.34 | 4.29 | 8.35 | 6.54 | 4.94 | 4.49 | 4.47 | 7.75 | 3.50 |
| Draw Down(%) | NA | 3.92 | 13.45 | 14.19 | 14.19 | NA | NA | … | … | 0.00 | 3.92 | 6.50 | 9.57 | 2.86 | 12.65 | 3.04 | 9.28 | 1.05 | 2.45 | 5.30 | 4.91 | 3.97 | 4.62 | 10.76 | 8.38 | 3.56 | 5.60 | 5.03 | 6.06 | 3.34 | 3.06 | 1.94 | 13.09 | 3.19 |
| Yield(%) | NA | 4.02 | 4.52 | 3.36 | 3.01 | NA | NA | … | … | NA | 1.86 | 3.07 | 3.00 | 5.91 | 1.64 | 2.28 | 3.89 | 1.63 | 1.91 | 2.97 | 2.44 | 1.30 | 1.93 | 1.11 | 1.64 | 1.44 | 0.68 | 2.79 | 2.35 | 2.05 | 1.93 | 1.16 | 1.90 | 2.66 |
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 |
|---|---|---|---|---|
| SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT PLAN Tactical Asset Allocation Moderate |
-0.80%
Oct 2017 – Oct 2020 |
0.11%
Feb 2018 – Feb 2023 |
2.31%
Nov 2013 – Nov 2023 |
3.26%
Feb 2008 – Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SECURITY POLICE FIRE PROFESSIONALS OF AMERICA RETIREMENT PLAN Tactical Asset Allocation Moderate |
9.62%
Oct 2004 – Oct 2007 |
8.33%
Oct 2002 – Oct 2007 |
6.19%
Aug 2004 – Aug 2014 |
5.95%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart