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 Strategic Asset Allocation – Optimal Moderate | NA | 3.45% | 7.38% | 7.37% | 10.06% | 7.67% | NA | … | … |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| 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 (%) | 1.14 | 3.45 | 7.38 | 7.37 | 10.06 | 7.67 | NA | … | … | -2.35 | 16.63 | 5.61 | 2.60 | 7.79 | 18.21 | 14.31 | 1.07 | 12.56 | 23.61 | -23.41 | 11.08 | 8.27 | 10.32 | 8.94 | 18.69 | -4.42 | -1.24 |
| Sharpe Ratio | NA | -0.33 | 0.67 | 0.66 | 0.97 | NA | NA | … | … | -0.33 | 3.55 | 0.69 | 0.29 | 1.10 | 2.59 | 1.94 | 0.08 | 1.23 | 1.60 | -1.13 | 0.91 | 0.72 | 1.34 | 1.16 | 2.14 | -0.50 | -0.34 |
| Standard Deviation(%) | NA | 11.28 | 8.35 | 8.23 | 9.71 | NA | NA | … | … | 11.28 | 4.51 | 7.84 | 8.90 | 7.09 | 7.02 | 7.34 | 13.52 | 10.14 | 14.71 | 21.61 | 8.86 | 6.93 | 6.09 | 6.88 | 8.40 | 11.14 | 10.37 |
| Draw Down(%) | NA | 13.71 | 13.71 | 13.71 | 15.15 | NA | NA | … | … | 13.71 | 1.33 | 7.09 | 7.18 | 4.65 | 5.51 | 4.85 | 11.89 | 7.91 | 15.15 | 32.10 | 5.37 | 6.51 | 3.75 | 4.99 | 5.67 | 12.65 | 12.48 |
| Yield(%) | NA | 6.19 | 5.21 | 5.26 | 4.46 | NA | NA | … | … | 6.15 | 5.48 | 3.92 | 6.41 | 4.34 | 4.22 | 3.81 | 2.17 | 3.89 | 3.80 | 5.11 | 6.08 | 4.10 | 2.93 | 2.51 | 2.46 | 4.90 | 3.65 |
Data as of 10/31/2018, 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 Strategic Asset Allocation – Optimal Moderate |
-6.34%
Feb 2006 – Feb 2009 |
-0.45%
Feb 2004 – Feb 2009 |
5.80%
Sep 2001 – Sep 2011 |
6.45%
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 Strategic Asset Allocation – Optimal Moderate |
18.37%
Feb 2009 – Feb 2012 |
16.39%
Feb 2009 – Feb 2014 |
10.52%
Nov 2008 – Nov 2018 |
8.97%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart