Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Tactical Asset Allocation Moderate | NA | 22.30% | 6.52% | 10.19% | 8.20% | 9.00% | 9.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES 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 (%) | -1.05 | 22.30 | 6.52 | 10.19 | 8.20 | 9.00 | 9.73 | … | … | 0.77 | 7.55 | 16.02 | -4.83 | 8.90 | 17.84 | 17.59 | -4.67 | 11.17 | 9.25 | 1.59 | 6.94 | 14.72 | 12.27 | 1.75 | 14.86 | 15.92 | 0.58 | 15.57 | 14.17 | 12.31 | 13.45 | 23.07 | 3.83 | 7.60 |
| Sharpe Ratio | NA | 0.25 | 0.23 | 0.50 | 0.59 | NA | NA | … | … | 0.11 | 0.09 | 1.45 | -0.50 | 0.88 | 0.90 | 2.14 | -0.62 | 2.53 | 1.07 | 0.18 | 0.97 | 2.11 | 1.69 | 0.12 | 1.28 | 1.66 | -0.06 | 1.25 | 1.28 | 1.49 | 1.57 | 3.49 | 0.53 | 1.06 |
| Standard Deviation(%) | NA | 10.07 | 10.33 | 12.66 | 10.56 | NA | NA | … | … | 6.75 | 10.15 | 8.12 | 12.29 | 10.11 | 19.48 | 7.57 | 9.61 | 4.16 | 8.43 | 8.76 | 7.15 | 6.96 | 7.21 | 14.75 | 11.55 | 9.52 | 5.76 | 10.04 | 8.51 | 6.80 | 7.95 | 6.42 | 5.11 | 4.98 |
| Draw Down(%) | NA | 8.72 | 11.76 | 21.91 | 21.91 | NA | NA | … | … | 0.47 | 8.72 | 6.42 | 12.25 | 6.05 | 21.91 | 3.23 | 12.08 | 1.54 | 6.46 | 7.91 | 4.62 | 4.83 | 5.68 | 13.18 | 8.00 | 4.69 | 5.42 | 7.39 | 10.56 | 4.63 | 6.63 | 2.73 | 2.78 | 3.34 |
| Yield(%) | NA | 4.78 | 4.64 | 4.54 | 3.83 | NA | NA | … | … | NA | 1.05 | 4.84 | 4.14 | 4.53 | 7.06 | 3.00 | 1.65 | 4.52 | 3.68 | 3.73 | 2.05 | 8.26 | 4.05 | 2.04 | 1.99 | 3.98 | 4.49 | 7.19 | 6.88 | 3.82 | 3.92 | 3.29 | 5.62 | 6.63 |
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 |
|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Tactical Asset Allocation Moderate |
3.06%
Mar 2017 – Mar 2020 |
3.72%
Mar 2015 – Mar 2020 |
6.77%
Oct 2013 – Oct 2023 |
7.61%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALLARD SPAHR LLP 401K PLAN FOR PARTNERS and EMPLOYEES Tactical Asset Allocation Moderate |
17.92%
Apr 2003 – Apr 2006 |
15.71%
Oct 2002 – Oct 2007 |
12.57%
Apr 2003 – Apr 2013 |
11.20%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart