Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ANCHOR GENERAL INSURANCE GROUP 401K PLAN Tactical Asset Allocation Moderate | NA | 13.02% | 10.47% | 9.31% | 10.82% | 10.45% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ANCHOR GENERAL INSURANCE GROUP 401K 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 (%) | 0.73 | 13.02 | 10.47 | 9.31 | 10.82 | 10.45 | NA | … | … | 1.27 | 15.35 | 6.40 | 1.96 | 7.97 | 18.87 | 13.11 | 1.99 | 16.26 | 20.56 | 2.71 | 7.41 | 10.57 | 7.60 | 12.93 | 13.68 | 2.10 | 8.29 |
| Sharpe Ratio | NA | 0.25 | 0.90 | 0.87 | 1.25 | NA | NA | … | … | 0.01 | 3.54 | 0.81 | 0.22 | 1.17 | 2.93 | 1.83 | 0.16 | 1.81 | 2.48 | 0.30 | 0.49 | 1.11 | 0.91 | 1.69 | 1.85 | 0.18 | 0.96 |
| Standard Deviation(%) | NA | 9.67 | 7.70 | 7.66 | 8.27 | NA | NA | … | … | 10.26 | 4.16 | 7.64 | 8.83 | 6.78 | 6.43 | 7.12 | 12.30 | 8.94 | 8.24 | 5.97 | 9.00 | 6.55 | 5.97 | 7.08 | 7.01 | 5.45 | 6.26 |
| Draw Down(%) | NA | 7.82 | 8.25 | 8.25 | 11.91 | NA | NA | … | … | 7.82 | 1.36 | 6.52 | 7.17 | 4.44 | 4.91 | 5.94 | 11.91 | 7.90 | 3.54 | 5.01 | 6.41 | 6.92 | 4.35 | 5.61 | 6.32 | 3.61 | 4.53 |
| Yield(%) | NA | 3.69 | 3.94 | 4.17 | 4.52 | NA | NA | … | … | 1.10 | 4.18 | 3.94 | 4.52 | 4.72 | 6.23 | 4.30 | 3.43 | 4.18 | 4.73 | 9.12 | 4.63 | 2.67 | 3.93 | 4.22 | 3.09 | 5.01 | 7.97 |
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 |
|---|---|---|---|---|
| ANCHOR GENERAL INSURANCE GROUP 401K PLAN Tactical Asset Allocation Moderate |
5.41%
Dec 2013 – Dec 2016 |
6.97%
Oct 2013 – Oct 2018 |
8.77%
Sep 2001 – Sep 2011 |
8.98%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ANCHOR GENERAL INSURANCE GROUP 401K PLAN Tactical Asset Allocation Moderate |
15.08%
Feb 2009 – Feb 2012 |
14.57%
Nov 2008 – Nov 2013 |
11.51%
Apr 2003 – Apr 2013 |
10.72%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart