Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| FLINT GROUP INCORPORATED RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 35.24% | 4.25% | 11.79% | 9.66% | 10.75% | 10.50% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| FLINT GROUP INCORPORATED RETIREMENT SAVINGS PLAN 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 (%) | -1.49 | 35.24 | 4.25 | 11.79 | 9.66 | 10.75 | 10.50 | … | … | 0.85 | 15.83 | 20.15 | -19.64 | 17.85 | 21.37 | 19.24 | -3.69 | 22.89 | 7.09 | 0.59 | 6.09 | 28.90 | 15.93 | -4.32 | 13.85 | 16.28 | 2.47 | 6.53 | 14.72 | 8.56 | 12.43 | 15.65 | -3.15 | -1.45 |
| Sharpe Ratio | NA | 0.70 | 0.04 | 0.42 | 0.52 | NA | NA | … | … | 0.08 | 0.58 | 1.28 | -1.23 | 1.31 | 0.84 | 1.28 | -0.35 | 3.28 | 0.65 | 0.05 | 0.54 | 2.70 | 1.33 | -0.22 | 0.89 | 1.27 | 0.16 | 0.24 | 1.22 | 0.72 | 1.62 | 2.40 | -1.15 | -0.99 |
| Standard Deviation(%) | NA | 15.85 | 15.30 | 17.46 | 14.93 | NA | NA | … | … | 10.47 | 15.94 | 12.40 | 17.15 | 13.59 | 25.18 | 13.96 | 14.42 | 6.78 | 10.64 | 12.32 | 11.23 | 10.71 | 11.98 | 19.77 | 15.47 | 12.75 | 9.44 | 14.64 | 9.42 | 8.86 | 7.10 | 6.24 | 3.69 | 3.81 |
| Draw Down(%) | NA | 9.74 | 20.89 | 26.74 | 26.74 | NA | NA | … | … | 0.80 | 9.74 | 10.58 | 21.88 | 6.99 | 26.74 | 10.30 | 16.01 | 2.64 | 9.00 | 10.24 | 8.22 | 6.43 | 9.63 | 18.62 | 12.93 | 8.90 | 7.76 | 9.15 | 8.58 | 5.84 | 4.46 | 2.84 | 4.10 | 6.82 |
| Yield(%) | NA | 6.06 | 6.85 | 6.13 | 5.83 | NA | NA | … | … | NA | 0.00 | 6.79 | 3.80 | 11.65 | 4.01 | 6.59 | 6.04 | 5.82 | 5.22 | 6.01 | 6.65 | 6.09 | 1.75 | 1.91 | 1.58 | 1.68 | 4.14 | 7.29 | 4.42 | 2.79 | 1.52 | 1.21 | 0.94 | 1.96 |
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 |
|---|---|---|---|---|
| FLINT GROUP INCORPORATED RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
3.30%
Apr 2021 – Apr 2024 |
5.01%
Mar 2015 – Mar 2020 |
7.47%
Sep 2001 – Sep 2011 |
8.06%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLINT GROUP INCORPORATED RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
19.48%
Dec 2018 – Dec 2021 |
16.16%
Oct 2016 – Oct 2021 |
13.33%
Oct 2011 – Oct 2021 |
11.46%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart