Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADAMSON FORD L.L.C. 401K/PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 14.37% | 11.67% | 10.19% | 10.86% | 10.75% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADAMSON FORD L.L.C. 401K/PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.69 | 14.37 | 11.67 | 10.19 | 10.86 | 10.75 | NA | … | … | 2.64 | 18.12 | 6.00 | 2.62 | 6.91 | 19.22 | 12.95 | 3.33 | 12.54 | 19.29 | 2.94 | 14.38 | 9.66 | 10.41 | 8.44 | 11.27 | 1.15 | -0.21 |
| Sharpe Ratio | NA | 0.32 | 1.01 | 0.93 | 1.18 | NA | NA | … | … | 0.14 | 3.59 | 0.75 | 0.29 | 0.93 | 2.64 | 1.75 | 0.25 | 1.25 | 2.28 | 0.34 | 1.29 | 0.90 | 1.32 | 1.11 | 1.54 | 0.01 | -0.34 |
| Standard Deviation(%) | NA | 10.15 | 8.03 | 8.05 | 8.79 | NA | NA | … | … | 10.72 | 4.87 | 7.70 | 9.04 | 7.44 | 7.26 | 7.38 | 13.20 | 9.96 | 8.43 | 5.96 | 8.85 | 7.12 | 6.22 | 6.76 | 6.89 | 6.03 | 7.44 |
| Draw Down(%) | NA | 7.37 | 8.60 | 9.16 | 10.09 | NA | NA | … | … | 7.37 | 1.59 | 6.94 | 7.40 | 4.70 | 5.54 | 5.14 | 10.09 | 8.05 | 4.03 | 5.01 | 4.72 | 7.12 | 3.83 | 5.28 | 5.46 | 4.92 | 10.21 |
| Yield(%) | NA | 5.43 | 4.64 | 4.98 | 4.46 | NA | NA | … | … | 1.31 | 5.75 | 3.74 | 6.61 | 3.86 | 6.08 | 3.68 | 1.14 | 3.83 | 5.25 | 9.12 | 5.67 | 2.83 | 2.84 | 2.55 | 2.67 | 6.65 | 7.31 |
Data as of 08/31/2018, 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 |
|---|---|---|---|---|
| ADAMSON FORD L.L.C. 401K/PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
4.55%
Oct 2001 – Oct 2004 |
6.86%
Feb 2001 – Feb 2006 |
8.61%
Sep 2001 – Sep 2011 |
8.68%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADAMSON FORD L.L.C. 401K/PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
14.06%
Sep 2011 – Sep 2014 |
13.97%
Feb 2009 – Feb 2014 |
11.66%
Aug 2004 – Aug 2014 |
10.91%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart