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 Strategic Asset Allocation – Optimal Moderate | NA | 26.06% | 5.69% | 10.23% | 8.35% | 8.47% | 6.88% | … | … |
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 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 (%) | -0.77 | 26.06 | 5.69 | 10.23 | 8.35 | 8.47 | 6.88 | … | … | 0.91 | 11.92 | 19.13 | -13.38 | 11.07 | 18.62 | 17.26 | -1.45 | 10.43 | 3.60 | 7.19 | 4.28 | 18.68 | 11.16 | -0.89 | 7.71 | 18.49 | -23.92 | 5.08 | 9.78 | 7.03 | 9.19 | 18.66 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.60 | 0.14 | 0.48 | 0.58 | NA | NA | … | … | 0.08 | 0.47 | 1.81 | -0.97 | 1.18 | 0.97 | 2.03 | -0.25 | 1.57 | 0.40 | 0.66 | 0.59 | 2.76 | 1.44 | -0.07 | 0.72 | 1.21 | -1.15 | 0.24 | 1.15 | 0.86 | 1.36 | 2.23 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 11.42 | 11.96 | 13.23 | 11.31 | NA | NA | … | … | 10.43 | 11.44 | 8.20 | 15.16 | 9.33 | 18.91 | 7.81 | 10.97 | 6.23 | 8.47 | 10.78 | 7.29 | 6.75 | 7.71 | 13.74 | 10.60 | 15.26 | 21.54 | 8.85 | 5.65 | 5.65 | 6.07 | 8.07 | 0.01 | 0.05 |
| Draw Down(%) | NA | 7.90 | 16.30 | 21.10 | 21.10 | NA | NA | … | … | 0.80 | 7.90 | 5.84 | 17.15 | 5.19 | 21.10 | 4.35 | 12.72 | 4.15 | 8.85 | 7.03 | 5.18 | 3.37 | 6.07 | 12.73 | 9.83 | 15.31 | 31.58 | 5.64 | 5.03 | 3.59 | 4.04 | 4.14 | 0.00 | 0.00 |
| Yield(%) | NA | 6.78 | 5.37 | 5.03 | 4.99 | NA | NA | … | … | NA | 0.54 | 7.26 | 3.28 | 5.04 | 3.24 | 6.45 | 6.74 | 0.27 | 2.22 | 10.02 | 5.72 | 4.92 | 1.19 | 0.68 | 0.82 | 1.00 | 1.28 | 6.85 | 4.56 | 2.76 | 1.05 | 1.87 | 1.11 | 2.31 |
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 Strategic Asset Allocation – Optimal Moderate |
-7.97%
Feb 2006 – Feb 2009 |
-2.09%
Feb 2004 – Feb 2009 |
3.91%
Sep 2001 – Sep 2011 |
4.76%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| FLINT GROUP INCORPORATED RETIREMENT SAVINGS PLAN Strategic Asset Allocation – Optimal Moderate |
15.60%
Dec 2018 – Dec 2021 |
13.32%
Feb 2009 – Feb 2014 |
10.09%
Sep 2011 – Sep 2021 |
9.54%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart