Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SEQUA 401K PLAN Tactical Asset Allocation Moderate | NA | 25.66% | 6.41% | 10.84% | 8.63% | 9.45% | 9.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SEQUA 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 (%) | -1.29 | 25.66 | 6.41 | 10.84 | 8.63 | 9.45 | 9.52 | … | … | 0.54 | 15.64 | 15.01 | -9.59 | 15.09 | 17.88 | 19.19 | -4.27 | 10.92 | 11.44 | -0.58 | 8.26 | 16.74 | 10.47 | 2.57 | 15.77 | 14.28 | 0.24 | 9.20 | 15.93 | 6.82 | 12.17 | 25.16 | 0.71 | 2.79 |
| Sharpe Ratio | NA | 1.05 | 0.32 | 0.60 | 0.66 | NA | NA | … | … | 0.04 | 0.90 | 1.36 | -0.86 | 1.55 | 0.88 | 2.50 | -0.56 | 2.35 | 1.38 | -0.07 | 1.11 | 2.29 | 1.37 | 0.18 | 1.41 | 1.52 | -0.12 | 0.62 | 1.59 | 0.71 | 1.54 | 3.61 | -0.07 | 0.08 |
| Standard Deviation(%) | NA | 10.00 | 10.42 | 12.86 | 10.68 | NA | NA | … | … | 11.31 | 10.05 | 7.91 | 12.76 | 9.70 | 20.10 | 7.11 | 9.99 | 4.37 | 8.11 | 8.93 | 7.43 | 7.30 | 7.59 | 13.92 | 11.14 | 9.31 | 5.74 | 9.96 | 7.94 | 6.53 | 7.31 | 6.78 | 5.56 | 5.88 |
| Draw Down(%) | NA | 6.19 | 13.63 | 21.15 | 21.15 | NA | NA | … | … | 0.97 | 6.19 | 6.04 | 15.23 | 3.88 | 21.15 | 3.57 | 12.51 | 2.14 | 5.29 | 8.63 | 4.17 | 4.61 | 5.33 | 11.44 | 7.38 | 4.45 | 5.43 | 6.60 | 8.89 | 5.01 | 7.17 | 2.75 | 4.15 | 6.51 |
| Yield(%) | NA | 1.93 | 2.02 | 1.90 | 1.95 | NA | NA | … | … | NA | 1.21 | 2.13 | 1.88 | 1.39 | 1.92 | 2.27 | 1.53 | 2.29 | 2.19 | 1.73 | 1.81 | 1.82 | 2.45 | 2.14 | 2.38 | 3.97 | 4.38 | 3.39 | 3.16 | 2.69 | 2.68 | 4.28 | 5.54 | 6.07 |
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 |
|---|---|---|---|---|
| SEQUA 401K PLAN Tactical Asset Allocation Moderate |
4.01%
Mar 2017 – Mar 2020 |
4.57%
Mar 2015 – Mar 2020 |
7.14%
Oct 2013 – Oct 2023 |
7.78%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SEQUA 401K PLAN Tactical Asset Allocation Moderate |
17.38%
Dec 2018 – Dec 2021 |
13.83%
Oct 2002 – Oct 2007 |
11.33%
Apr 2003 – Apr 2013 |
10.55%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart