Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate | NA | -12.98% | -6.15% | 1.65% | 4.26% | 6.73% | 7.40% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing 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 (%) | -0.76 | -12.98 | -6.15 | 1.65 | 4.26 | 6.73 | 7.40 | … | … | 0.77 | 8.89 | 15.95 | -11.31 | 15.57 | 10.48 | 18.12 | -3.72 | 15.16 | 8.24 | 0.83 | 12.10 | 17.02 | 12.03 | 3.73 | 12.54 | 14.82 | 0.27 | 10.01 | 14.36 | 6.33 | 12.01 | 22.47 | -1.21 | -0.02 |
| Sharpe Ratio | NA | 0.07 | 0.01 | 0.20 | 0.32 | NA | NA | … | … | 0.10 | 0.05 | 1.56 | -0.85 | 1.69 | 0.54 | 2.28 | -0.49 | 3.48 | 0.99 | 0.09 | 1.69 | 2.48 | 1.56 | 0.28 | 1.23 | 1.66 | -0.11 | 0.70 | 1.43 | 0.68 | 1.58 | 3.28 | -0.42 | -0.38 |
| Standard Deviation(%) | NA | 48.75 | 29.77 | 24.92 | 18.51 | NA | NA | … | … | 6.85 | 48.76 | 7.51 | 14.93 | 9.21 | 19.13 | 7.32 | 10.32 | 4.18 | 8.09 | 9.02 | 7.16 | 6.84 | 7.70 | 13.10 | 10.11 | 8.85 | 5.74 | 9.99 | 7.74 | 6.12 | 7.01 | 6.63 | 5.57 | 6.18 |
| Draw Down(%) | NA | 30.06 | 30.06 | 30.06 | 30.06 | NA | NA | … | … | 0.42 | 30.06 | 5.38 | 16.81 | 3.89 | 21.00 | 3.76 | 12.28 | 1.37 | 6.14 | 8.18 | 4.30 | 4.83 | 5.70 | 10.34 | 7.39 | 4.32 | 5.43 | 6.33 | 8.62 | 4.79 | 6.35 | 2.64 | 5.74 | 8.71 |
| Yield(%) | NA | 4.10 | 3.89 | 4.01 | 3.63 | NA | NA | … | … | NA | 0.99 | 4.35 | 2.53 | 4.82 | 4.85 | 4.37 | 3.37 | 2.97 | 3.09 | 3.11 | 3.90 | 3.09 | 2.57 | 3.38 | 2.64 | 4.06 | 4.38 | 4.25 | 3.82 | 3.00 | 2.53 | 4.01 | 5.40 | 5.47 |
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 |
|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate |
-6.06%
Oct 2021 – Oct 2024 |
1.65%
Oct 2019 – Oct 2024 |
4.26%
Oct 2014 – Oct 2024 |
6.76%
Oct 2009 – Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Nebraska Furniture Mart, Inc. Profit Sharing Plan Tactical Asset Allocation Moderate |
14.91%
Sep 2011 – Sep 2014 |
13.49%
Jun 2009 – Jun 2014 |
11.02%
Apr 2003 – Apr 2013 |
10.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart