Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Tactical Asset Allocation Moderate | NA | 21.03% | 3.64% | 9.67% | 6.78% | 7.69% | 8.37% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE MOTLEY FOOL 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 (%) | -1.25 | 21.03 | 3.64 | 9.67 | 6.78 | 7.69 | 8.37 | … | … | 436.35 | 3.02 | 16.98 | -10.03 | 9.99 | 27.97 | 17.28 | -7.31 | 3.87 | 8.49 | -1.42 | 5.59 | 9.04 | 12.84 | 1.79 | 15.46 | 20.96 | -1.42 | 9.19 | 19.30 | 5.21 | 14.21 | 22.51 | 0.86 | 6.80 |
| Sharpe Ratio | NA | 2.73 | 0.81 | 0.67 | 0.45 | NA | NA | … | … | 0.38 | -0.38 | 1.43 | -0.92 | 0.81 | 1.56 | 3.12 | -0.97 | 0.44 | 1.00 | -0.16 | 0.79 | 1.27 | 1.79 | 0.12 | 1.47 | 1.91 | -0.42 | 0.67 | 2.23 | 0.44 | 1.70 | 3.92 | -0.05 | 0.84 |
| Standard Deviation(%) | NA | 164.81 | 95.76 | 74.71 | 53.11 | NA | NA | … | … | 1,162.29 | 9.49 | 8.90 | 12.41 | 12.23 | 17.78 | 5.09 | 8.91 | 7.30 | 8.28 | 8.87 | 7.07 | 7.10 | 7.13 | 14.28 | 10.47 | 10.91 | 5.63 | 9.27 | 7.20 | 6.85 | 7.80 | 5.56 | 4.70 | 5.33 |
| Draw Down(%) | NA | 6.24 | 14.01 | 18.77 | 18.77 | NA | NA | … | … | 4.41 | 6.24 | 8.15 | 16.29 | 10.60 | 18.77 | 2.06 | 13.95 | 7.76 | 6.63 | 10.31 | 5.17 | 8.16 | 5.64 | 13.24 | 6.89 | 5.36 | 5.43 | 6.32 | 4.84 | 4.62 | 9.51 | 4.12 | 5.43 | 3.74 |
| Yield(%) | NA | 9.01 | 6.40 | 6.71 | 5.89 | NA | NA | … | … | NA | 0.85 | 9.92 | 4.35 | 5.10 | 7.49 | 8.26 | 3.97 | 6.31 | 5.57 | 4.62 | 5.25 | 3.26 | 5.44 | 4.28 | 3.72 | 4.40 | 4.12 | 7.05 | 5.07 | 4.31 | 3.45 | 5.30 | 3.60 | 5.74 |
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 |
|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Tactical Asset Allocation Moderate |
0.52%
Mar 2017 – Mar 2020 |
0.97%
Mar 2015 – Mar 2020 |
4.66%
Mar 2010 – Mar 2020 |
6.60%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE MOTLEY FOOL 401K PLAN Tactical Asset Allocation Moderate |
18.18%
Dec 2018 – Dec 2021 |
15.04%
Oct 2002 – Oct 2007 |
12.21%
Apr 2003 – Apr 2013 |
9.79%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart