Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AGILIS GROUP INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | -0.59% | 5.26% | 2.94% | 5.53% | 6.48% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AGILIS GROUP INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation 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 (%) | -0.36 | -0.59 | 5.26 | 2.94 | 5.53 | 6.48 | NA | … | … | -3.84 | 13.37 | 4.06 | -4.98 | 1.34 | 14.99 | 6.25 | -0.43 | 5.31 | 18.42 | 0.05 | 9.35 | 12.31 | 4.69 | 10.29 | 17.70 | 2.77 | 8.26 |
| Sharpe Ratio | NA | -0.70 | 0.64 | 0.24 | 0.72 | NA | NA | … | … | -0.70 | 3.03 | 0.88 | -0.89 | 0.23 | 2.35 | 1.38 | -0.05 | 0.52 | 2.40 | -0.19 | 0.73 | 1.30 | 0.48 | 1.27 | 3.20 | 0.33 | 1.23 |
| Standard Deviation(%) | NA | 7.42 | 5.55 | 5.60 | 6.82 | NA | NA | … | … | 7.42 | 4.21 | 4.39 | 5.63 | 5.74 | 6.37 | 4.50 | 9.33 | 10.07 | 7.64 | 4.56 | 8.72 | 6.95 | 5.29 | 7.34 | 5.32 | 5.02 | 4.85 |
| Draw Down(%) | NA | 9.65 | 9.65 | 10.10 | 10.10 | NA | NA | … | … | 9.65 | 1.83 | 2.88 | 8.84 | 5.36 | 4.78 | 4.22 | 9.82 | 9.36 | 3.35 | 3.34 | 6.22 | 7.72 | 3.98 | 5.76 | 3.29 | 6.00 | 3.70 |
| Yield(%) | NA | 2.36 | 1.66 | 1.79 | 2.68 | NA | NA | … | … | 2.35 | 0.23 | 2.17 | 2.23 | 1.92 | 3.21 | 4.13 | 1.44 | 4.17 | 4.83 | 3.24 | 3.66 | 3.43 | 2.45 | 3.09 | 4.34 | 5.96 | 7.88 |
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 |
|---|---|---|---|---|
| AGILIS GROUP INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.06%
Dec 2013 – Dec 2016 |
2.65%
Apr 2011 – Apr 2016 |
5.22%
Dec 2006 – Dec 2016 |
6.38%
Nov 2003 – Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AGILIS GROUP INC. 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.06%
Apr 2003 – Apr 2006 |
11.84%
Oct 2002 – Oct 2007 |
9.27%
Apr 2001 – Apr 2011 |
7.53%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart