Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASH STEVENS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate | NA | 24.07% | 1.59% | 4.57% | 4.92% | 6.47% | 6.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASH STEVENS INC. 401K PLAN Strategic Asset Allocation – Optimal 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 (%) | -1.07 | 24.07 | 1.59 | 4.57 | 4.92 | 6.47 | 6.36 | … | … | 0.56 | 7.89 | 15.24 | -16.64 | 2.93 | 12.34 | 19.76 | -6.25 | 10.58 | 4.28 | 1.18 | 4.12 | 14.12 | 12.83 | -1.08 | 15.16 | 28.95 | -24.05 | 7.87 | 14.17 | 9.90 | 12.35 | 21.32 | -7.58 | -0.40 |
| Sharpe Ratio | NA | 0.29 | -0.19 | 0.10 | 0.30 | NA | NA | … | … | 0.09 | 0.14 | 1.29 | -1.27 | 0.39 | 0.65 | 2.83 | -0.85 | 2.19 | 0.52 | 0.14 | 0.64 | 2.15 | 1.71 | -0.08 | 1.32 | 1.63 | -1.18 | 0.56 | 1.43 | 1.28 | 1.52 | 2.70 | -0.80 | -0.26 |
| Standard Deviation(%) | NA | 8.88 | 10.89 | 12.35 | 10.15 | NA | NA | … | … | 5.78 | 8.96 | 8.51 | 14.23 | 7.48 | 18.71 | 6.48 | 8.88 | 4.55 | 7.83 | 8.09 | 6.37 | 6.56 | 7.49 | 13.98 | 11.44 | 17.72 | 21.22 | 8.72 | 7.62 | 6.02 | 7.50 | 7.65 | 10.89 | 10.28 |
| Draw Down(%) | NA | 6.37 | 21.90 | 24.12 | 24.12 | NA | NA | … | … | 0.38 | 6.37 | 8.02 | 22.69 | 4.17 | 23.11 | 2.75 | 13.15 | 1.86 | 6.31 | 7.55 | 4.53 | 5.83 | 6.00 | 13.90 | 8.72 | 19.19 | 34.79 | 6.11 | 8.11 | 4.19 | 6.43 | 6.86 | 17.24 | 14.04 |
| Yield(%) | NA | 3.84 | 3.00 | 2.81 | 3.77 | NA | NA | … | … | NA | 0.50 | 4.00 | 2.33 | 2.27 | 2.89 | 2.34 | 11.90 | 0.48 | 3.60 | 5.04 | 2.93 | 4.61 | 2.92 | 2.65 | 2.84 | 3.05 | 2.61 | 5.06 | 4.30 | 4.63 | 3.67 | 1.87 | 1.19 | 2.97 |
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 |
|---|---|---|---|---|
| ASH STEVENS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
-7.48%
Feb 2006 – Feb 2009 |
-0.60%
Feb 2004 – Feb 2009 |
3.30%
Oct 2013 – Oct 2023 |
3.81%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASH STEVENS INC. 401K PLAN Strategic Asset Allocation – Optimal Moderate |
21.45%
Feb 2009 – Feb 2012 |
16.98%
Feb 2009 – Feb 2014 |
10.18%
Feb 2009 – Feb 2019 |
8.49%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart