Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -7.20% | 1.89% | 2.37% | 3.04% | 4.15% | 5.84% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | 2.30 | -7.20 | 1.89 | 2.37 | 3.04 | 4.15 | 5.84 | … | … | 7.14 | -18.59 | 7.83 | 10.29 | 11.49 | -3.68 | 12.79 | 4.17 | -6.41 | 0.64 | 14.99 | 7.36 | -0.60 | 5.16 | 19.79 | -0.62 | 9.52 | 12.63 | 5.68 | 10.17 | 17.32 | 3.46 | 8.72 |
| Sharpe Ratio | NA | -0.22 | 0.01 | 0.09 | 0.26 | NA | NA | … | … | 0.58 | -1.25 | 0.90 | 1.20 | 2.35 | -0.62 | 2.83 | 0.97 | -1.17 | 0.11 | 2.33 | 1.62 | -0.06 | 0.52 | 2.53 | -0.33 | 0.75 | 1.32 | 0.65 | 1.26 | 3.16 | 0.48 | 1.42 |
| Standard Deviation(%) | NA | 13.70 | 11.51 | 9.81 | 8.00 | NA | NA | … | … | 8.97 | 15.94 | 8.65 | 8.39 | 4.29 | 8.09 | 4.29 | 4.06 | 5.48 | 5.85 | 6.43 | 4.50 | 10.15 | 9.75 | 7.79 | 4.66 | 8.69 | 7.12 | 5.38 | 7.32 | 5.26 | 4.89 | 4.52 |
| Draw Down(%) | NA | 13.71 | 26.45 | 26.45 | 26.45 | NA | NA | … | … | 5.71 | 24.61 | 5.05 | 10.26 | 2.35 | 11.08 | 2.04 | 2.68 | 9.02 | 5.71 | 5.09 | 3.42 | 10.59 | 9.64 | 3.53 | 4.17 | 6.24 | 7.95 | 4.05 | 5.76 | 3.24 | 5.83 | 3.70 |
| Yield(%) | NA | 2.89 | 2.91 | 3.54 | 2.71 | NA | NA | … | … | 0.45 | 2.40 | 2.23 | 3.90 | 5.02 | 3.79 | 0.41 | 2.81 | 1.81 | 2.10 | 2.77 | 4.28 | 1.93 | 4.85 | 5.21 | 3.49 | 3.61 | 3.36 | 2.46 | 2.94 | 4.01 | 5.72 | 7.89 |
Data as of 03/31/2023, 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 |
|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.76%
Sep 2019 – Sep 2022 |
-0.27%
Sep 2017 – Sep 2022 |
2.29%
Sep 2012 – Sep 2022 |
3.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 4KIDS ENTERTAINMENT INC. 401K EMPLOYEE SAVINGS PLAN Tactical Asset Allocation Moderate |
12.34%
Apr 2003 – Apr 2006 |
12.17%
Oct 2002 – Oct 2007 |
9.51%
Apr 2001 – Apr 2011 |
7.52%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart