Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Tactical Asset Allocation Moderate | NA | 30.67% | 4.09% | 9.79% | 7.18% | 8.52% | 9.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST 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 (%) | -1.39 | 30.67 | 4.09 | 9.79 | 7.18 | 8.52 | 9.01 | … | … | -0.24 | 11.72 | 8.80 | -9.88 | 13.36 | 15.30 | 21.06 | -9.88 | 12.18 | 11.70 | -3.28 | 8.13 | 16.65 | 12.47 | 0.06 | 17.11 | 13.24 | 0.49 | 11.16 | 13.07 | 11.95 | 12.73 | 27.81 | -1.24 | 7.31 |
| Sharpe Ratio | NA | 0.39 | -0.11 | 0.28 | 0.34 | NA | NA | … | … | -0.14 | 0.33 | 0.46 | -0.74 | 0.72 | 0.63 | 1.61 | -0.83 | 1.75 | 0.98 | -0.26 | 1.04 | 2.35 | 1.52 | 0.00 | 1.45 | 1.42 | -0.08 | 0.86 | 1.24 | 1.39 | 1.48 | 3.12 | -0.37 | 0.61 |
| Standard Deviation(%) | NA | 15.30 | 13.72 | 17.21 | 14.64 | NA | NA | … | … | 2.12 | 15.44 | 9.94 | 15.20 | 18.42 | 23.97 | 12.20 | 13.47 | 6.62 | 11.77 | 12.56 | 7.80 | 7.06 | 8.17 | 14.84 | 11.72 | 9.29 | 5.75 | 9.49 | 7.88 | 7.05 | 7.96 | 8.68 | 6.37 | 8.24 |
| Draw Down(%) | NA | 12.25 | 16.45 | 27.56 | 27.56 | NA | NA | … | … | 0.29 | 12.00 | 11.50 | 16.45 | 7.70 | 27.56 | 7.19 | 20.51 | 3.62 | 8.27 | 11.59 | 4.81 | 4.47 | 6.02 | 14.76 | 7.95 | 4.72 | 5.42 | 5.84 | 9.00 | 4.60 | 6.05 | 3.77 | 5.94 | 8.92 |
| Yield(%) | NA | 7.26 | 7.55 | 7.32 | 7.30 | NA | NA | … | … | NA | 0.26 | 8.00 | 3.94 | 11.84 | 7.40 | 6.88 | 7.30 | 6.73 | 10.01 | 8.13 | 6.55 | 10.62 | 3.32 | 2.93 | 2.51 | 4.01 | 4.46 | 8.56 | 6.28 | 4.98 | 3.38 | 2.52 | 3.76 | 5.03 |
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 |
|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Tactical Asset Allocation Moderate |
-0.22%
Mar 2017 – Mar 2020 |
1.44%
Mar 2015 – Mar 2020 |
5.36%
Oct 2013 – Oct 2023 |
7.18%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BEALLS EMPLOYEES SAVINGS TRUST Tactical Asset Allocation Moderate |
19.79%
Apr 2003 – Apr 2006 |
15.18%
Oct 2002 – Oct 2007 |
12.30%
Apr 2003 – Apr 2013 |
11.09%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart