Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 8.49% | 8.59% | 7.53% | 9.27% | 9.51% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS 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 (%) | 0.45 | 8.49 | 8.59 | 7.53 | 9.27 | 9.51 | NA | … | … | -0.73 | 10.98 | 7.54 | 0.08 | 6.46 | 16.70 | 13.04 | -0.18 | 15.36 | 19.43 | 3.17 | 15.31 | 8.42 | 7.48 | 8.82 | 10.15 | -3.28 | 8.65 |
| Sharpe Ratio | NA | -0.09 | 0.67 | 0.62 | 0.93 | NA | NA | … | … | -0.20 | 2.04 | 0.86 | 0.01 | 0.73 | 2.37 | 1.62 | -0.01 | 1.36 | 1.94 | 0.38 | 1.23 | 0.78 | 0.77 | 1.01 | 1.18 | -0.64 | 1.17 |
| Standard Deviation(%) | NA | 8.57 | 7.79 | 8.23 | 9.50 | NA | NA | … | … | 9.05 | 5.07 | 8.55 | 9.35 | 8.78 | 7.04 | 8.00 | 15.11 | 11.24 | 9.96 | 5.96 | 10.06 | 6.61 | 6.88 | 7.82 | 7.98 | 6.89 | 5.43 |
| Draw Down(%) | NA | 7.72 | 8.50 | 9.81 | 14.33 | NA | NA | … | … | 7.72 | 2.57 | 6.81 | 8.53 | 5.51 | 4.81 | 6.45 | 14.33 | 9.55 | 5.06 | 5.01 | 6.33 | 6.61 | 4.12 | 6.13 | 5.85 | 6.76 | 4.10 |
| Yield(%) | NA | 4.32 | 4.20 | 4.36 | 4.51 | NA | NA | … | … | 1.02 | 4.57 | 3.25 | 5.28 | 5.64 | 3.94 | 5.60 | 2.74 | 3.81 | 5.47 | 9.12 | 4.64 | 5.59 | 3.78 | 3.20 | 3.11 | 4.92 | 8.82 |
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 |
|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
3.31%
Oct 2001 – Oct 2004 |
5.26%
Oct 2001 – Oct 2006 |
7.58%
Sep 2001 – Sep 2011 |
8.03%
Oct 2001 – Oct 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALLINA 401K RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
14.02%
Apr 2008 – Apr 2011 |
13.34%
May 2006 – May 2011 |
10.99%
Jul 2003 – Jul 2013 |
9.85%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart