Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HERITAGE GROUP RETIREMENT SAVINGS PLAN II Tactical Asset Allocation Moderate | NA | 22.11% | 6.13% | 9.01% | 8.11% | 9.58% | 9.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HERITAGE GROUP RETIREMENT SAVINGS PLAN II 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 (%) | -1.18 | 22.11 | 6.13 | 9.01 | 8.11 | 9.58 | 9.52 | … | … | 0.61 | 5.35 | 19.69 | -9.59 | 12.64 | 11.68 | 17.93 | -1.90 | 16.23 | 6.33 | 0.94 | 12.18 | 19.76 | 12.07 | 3.60 | 13.97 | 14.81 | 0.27 | 10.40 | 13.45 | 6.40 | 11.48 | 22.12 | 0.44 | 2.89 |
| Sharpe Ratio | NA | -0.06 | 0.08 | 0.39 | 0.56 | NA | NA | … | … | 0.07 | -0.14 | 1.69 | -0.78 | 1.39 | 0.60 | 2.17 | -0.30 | 3.08 | 0.75 | 0.10 | 1.56 | 2.74 | 1.71 | 0.25 | 1.28 | 1.62 | -0.11 | 0.73 | 1.26 | 0.68 | 1.49 | 2.94 | -0.12 | 0.09 |
| Standard Deviation(%) | NA | 8.84 | 10.97 | 12.66 | 10.73 | NA | NA | … | … | 7.86 | 8.87 | 9.14 | 14.08 | 9.05 | 18.94 | 7.63 | 10.86 | 5.07 | 8.20 | 9.08 | 7.80 | 7.19 | 7.03 | 14.06 | 10.84 | 9.08 | 5.74 | 10.10 | 8.09 | 6.22 | 7.06 | 7.28 | 5.38 | 6.58 |
| Draw Down(%) | NA | 6.77 | 13.63 | 20.90 | 20.90 | NA | NA | … | … | 0.55 | 6.77 | 6.99 | 14.02 | 4.53 | 20.90 | 3.74 | 12.35 | 1.60 | 6.92 | 9.45 | 4.90 | 4.85 | 5.10 | 11.76 | 7.20 | 4.35 | 5.43 | 6.76 | 9.29 | 4.46 | 6.89 | 3.77 | 4.22 | 5.80 |
| Yield(%) | NA | 8.48 | 5.62 | 5.76 | 5.14 | NA | NA | … | … | NA | 0.91 | 8.91 | 4.61 | 3.58 | 5.63 | 7.27 | 5.04 | 3.28 | 4.45 | 4.43 | 5.60 | 6.05 | 3.08 | 2.31 | 2.46 | 3.69 | 4.38 | 7.73 | 7.64 | 4.68 | 2.45 | 3.85 | 5.18 | 5.40 |
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 |
|---|---|---|---|---|
| HERITAGE GROUP RETIREMENT SAVINGS PLAN II Tactical Asset Allocation Moderate |
4.39%
Dec 2019 – Dec 2022 |
4.65%
Mar 2015 – Mar 2020 |
7.28%
Oct 2013 – Oct 2023 |
8.12%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HERITAGE GROUP RETIREMENT SAVINGS PLAN II Tactical Asset Allocation Moderate |
15.92%
Sep 2011 – Sep 2014 |
14.12%
Jun 2009 – Jun 2014 |
11.20%
Aug 2004 – Aug 2014 |
10.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart