Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Tactical Asset Allocation Moderate | NA | 14.12% | 1.90% | 5.80% | 3.26% | 3.10% | 6.94% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K 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 (%) | -1.40 | 14.12 | 1.90 | 5.80 | 3.26 | 3.10 | 6.94 | … | … | 0.86 | 2.89 | 8.11 | -6.41 | 8.11 | 10.19 | 15.81 | -10.83 | 20.88 | -3.24 | -5.17 | -7.66 | 6.67 | 11.83 | -19.51 | 15.27 | 20.67 | 2.84 | 20.82 | 29.01 | 21.74 | 14.98 | 27.49 | 6.53 | 8.65 |
| Sharpe Ratio | NA | -0.21 | -0.22 | 0.17 | 0.19 | NA | NA | … | … | 0.11 | -0.38 | 0.44 | -0.53 | 0.89 | 0.56 | 2.10 | -1.23 | 3.83 | -0.32 | -0.45 | -0.82 | 0.60 | 0.91 | -1.07 | 1.24 | 1.84 | 0.32 | 1.53 | 2.28 | 2.50 | 1.24 | 3.80 | 1.24 | 1.17 |
| Standard Deviation(%) | NA | 9.72 | 11.33 | 12.56 | 10.98 | NA | NA | … | … | 7.59 | 9.75 | 8.77 | 14.62 | 9.13 | 17.89 | 6.87 | 9.91 | 5.29 | 10.60 | 11.60 | 9.39 | 11.09 | 12.96 | 18.21 | 12.23 | 11.16 | 5.97 | 11.64 | 11.30 | 7.82 | 11.30 | 7.05 | 4.38 | 5.43 |
| Draw Down(%) | NA | 7.49 | 18.16 | 23.72 | 24.05 | NA | NA | … | … | 0.26 | 7.49 | 7.43 | 18.16 | 5.16 | 23.72 | 5.44 | 17.10 | 1.92 | 11.79 | 17.83 | 15.06 | 11.75 | 17.15 | 25.57 | 10.46 | 6.55 | 5.01 | 7.24 | 15.12 | 6.65 | 14.12 | 3.12 | 3.82 | 4.10 |
| Yield(%) | NA | 2.06 | 1.70 | 2.07 | 2.22 | NA | NA | … | … | NA | 0.79 | 2.15 | 1.23 | 1.28 | 2.73 | 3.03 | 1.22 | 2.26 | 1.48 | 4.65 | 2.02 | 3.21 | 4.64 | 5.08 | 3.22 | 4.86 | 9.12 | 6.50 | 2.38 | 2.06 | 2.30 | 3.61 | 7.69 | 8.82 |
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 |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Tactical Asset Allocation Moderate |
-5.47%
Nov 2013 – Nov 2016 |
-5.69%
Feb 2011 – Feb 2016 |
-0.60%
Mar 2010 – Mar 2020 |
2.46%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PERFORMANCE CONTRACTING GROUP INC. ESOP/401K PLAN Tactical Asset Allocation Moderate |
28.63%
Oct 2004 – Oct 2007 |
23.96%
Oct 2002 – Oct 2007 |
16.54%
Feb 2001 – Feb 2011 |
9.76%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart