Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Tactical Asset Allocation Moderate | NA | 20.92% | 6.82% | 8.10% | 4.48% | 6.21% | 6.83% | … | … |
Data as of 12/29/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AccountNow Inc Retirement 401K Plan Tactical Asset Allocation Moderate | 12/31/2000 | 03/15/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 0.60 | 20.92 | 6.82 | 8.10 | 4.48 | 6.21 | 6.83 | … | … | 5.23 | 21.26 | -6.40 | 7.30 | 12.59 | 7.65 | -2.97 | 9.47 | 1.97 | -4.13 | 0.97 | 15.68 | 6.63 | 0.10 | 9.47 | 17.95 | 0.47 | 11.76 | 13.62 | 4.80 | 13.48 | 19.37 | 1.73 | 6.37 |
| Sharpe Ratio | NA | 2.79 | 0.50 | 0.82 | 0.54 | NA | NA | … | … | 0.59 | 2.16 | -0.83 | 0.70 | 1.41 | 1.42 | -0.57 | 1.86 | 0.32 | -0.70 | 0.14 | 2.15 | 1.28 | 0.01 | 0.81 | 2.21 | -0.12 | 0.92 | 1.36 | 0.45 | 1.46 | 2.81 | 0.15 | 1.12 |
| Standard Deviation(%) | NA | 7.63 | 8.94 | 8.52 | 7.40 | NA | NA | … | … | 7.61 | 7.86 | 9.37 | 10.40 | 8.74 | 4.39 | 7.56 | 4.75 | 5.49 | 5.98 | 7.07 | 7.29 | 5.13 | 11.39 | 11.53 | 8.07 | 3.88 | 9.51 | 7.58 | 5.86 | 8.56 | 6.64 | 4.17 | 3.62 |
| Draw Down(%) | NA | 4.39 | 12.81 | 12.81 | 12.81 | NA | NA | … | … | 1.36 | 4.39 | 11.60 | 4.14 | 11.03 | 2.87 | 7.98 | 1.66 | 4.38 | 7.94 | 6.14 | 5.10 | 5.14 | 11.91 | 10.29 | 3.83 | 3.32 | 7.05 | 8.52 | 4.20 | 7.45 | 3.63 | 4.96 | 2.72 |
| Yield(%) | NA | 16.75 | 11.63 | 9.26 | 6.29 | NA | NA | … | … | 3.07 | 15.76 | 7.43 | 8.71 | 7.38 | 4.02 | 3.14 | 0.20 | 2.01 | 6.17 | 4.76 | 8.59 | 4.51 | 1.33 | 3.45 | 4.82 | 3.07 | 2.96 | 4.82 | 3.09 | 3.28 | 2.92 | 5.25 | 6.48 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Tactical Asset Allocation Moderate |
-0.43%
Dec 2013 – Dec 2016 |
0.95%
Dec 2013 – Dec 2018 |
3.38%
Mar 2010 – Mar 2020 |
4.77%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AccountNow Inc Retirement 401K Plan Tactical Asset Allocation Moderate |
14.37%
Apr 2003 – Apr 2006 |
13.29%
Oct 2002 – Oct 2007 |
10.45%
Apr 2001 – Apr 2011 |
8.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart