Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 3.10% | 1.65% | 3.78% | 3.99% | 5.06% | NA | … | … |
Data as of 09/30/2016, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 12/30/2016 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.88 | 3.10 | 1.65 | 3.78 | 3.99 | 5.06 | NA | … | … | 6.45 | -12.10 | 4.69 | 19.75 | 3.58 | -4.30 | 5.32 | 7.99 | 0.62 | 6.12 | 12.31 | 4.98 | 9.87 | 14.61 | 0.11 | 2.31 |
| Sharpe Ratio | NA | 0.72 | -0.07 | 0.45 | 0.35 | NA | NA | … | … | 0.72 | -1.17 | 0.47 | 2.81 | 0.51 | -0.38 | 0.53 | 1.11 | -1.02 | 0.31 | 1.48 | 0.46 | 1.41 | 2.49 | -0.43 | 0.01 |
| Standard Deviation(%) | NA | 8.71 | 9.73 | 8.74 | 8.68 | NA | NA | … | … | 8.72 | 10.38 | 10.00 | 7.01 | 6.94 | 11.28 | 9.81 | 7.13 | 0.30 | 9.89 | 6.09 | 6.08 | 6.33 | 5.59 | 2.33 | 0.05 |
| Draw Down(%) | NA | 6.51 | 16.46 | 16.46 | 16.46 | NA | NA | … | … | 6.51 | 12.93 | 8.16 | 3.96 | 6.65 | 11.60 | 9.73 | 3.70 | 0.30 | 5.87 | 5.01 | 4.08 | 3.56 | 2.31 | 2.24 | 0.00 |
| Yield(%) | NA | 4.91 | 2.04 | 1.42 | 1.42 | NA | NA | … | … | 4.91 | 0.01 | 1.20 | 0.33 | 0.63 | 1.87 | 0.69 | 0.41 | 0.92 | 3.22 | 5.16 | 2.73 | 0.83 | 0.99 | 1.04 | 2.31 |
Data as of 09/30/2016, 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 |
|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Tactical Asset Allocation M |
-0.17%
Nov 2013 – Nov 2016 |
0.85%
Apr 2011 – Apr 2016 |
3.56%
Nov 2006 – Nov 2016 |
4.73%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FINNEGAN HENDERSON FARABOW GARRETT and DUNNER L.L.P. PROFIT SHARING PLAN Tactical Asset Allocation M |
11.62%
Apr 2003 – Apr 2006 |
10.03%
Oct 2002 – Oct 2007 |
6.87%
Apr 2001 – Apr 2011 |
5.06%
Sep 2001 – Sep 2016 |
Annualized Rolling Returns Comparison Chart