Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 8.37% | 8.60% | 7.89% | 9.60% | 10.11% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT 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 (%) | 0.54 | 8.37 | 8.60 | 7.89 | 9.60 | 10.11 | NA | … | … | -0.35 | 14.20 | 5.44 | 0.52 | 8.79 | 15.38 | 16.16 | 1.20 | 11.97 | 19.68 | 3.11 | 10.43 | 14.07 | 8.42 | 11.51 | 12.55 | -4.54 | -1.30 |
| Sharpe Ratio | NA | 0.02 | 0.80 | 0.76 | 1.04 | NA | NA | … | … | -0.17 | 3.39 | 0.64 | 0.05 | 1.20 | 2.22 | 2.23 | 0.08 | 1.12 | 2.17 | 0.37 | 0.82 | 1.44 | 1.10 | 1.38 | 1.69 | -0.83 | -0.48 |
| Standard Deviation(%) | NA | 8.01 | 7.26 | 7.61 | 8.86 | NA | NA | … | … | 8.46 | 4.00 | 8.22 | 9.31 | 7.31 | 6.92 | 7.22 | 14.27 | 10.58 | 9.05 | 5.96 | 9.06 | 7.52 | 5.68 | 7.64 | 7.03 | 6.83 | 7.49 |
| Draw Down(%) | NA | 6.32 | 9.06 | 10.38 | 13.35 | NA | NA | … | … | 6.32 | 1.18 | 7.40 | 8.95 | 4.76 | 5.42 | 5.12 | 13.35 | 7.66 | 4.18 | 5.01 | 6.04 | 8.34 | 3.62 | 5.81 | 5.56 | 8.97 | 11.47 |
| Yield(%) | NA | 3.14 | 3.96 | 3.77 | 4.17 | NA | NA | … | … | 0.90 | 3.69 | 2.90 | 5.63 | 3.10 | 4.44 | 4.95 | 2.44 | 3.89 | 5.84 | 9.12 | 5.33 | 2.98 | 2.95 | 3.09 | 3.36 | 5.40 | 7.24 |
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 |
|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
3.47%
Sep 2001 – Sep 2004 |
5.90%
Oct 2013 – Oct 2018 |
7.92%
Sep 2001 – Sep 2011 |
8.16%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASSURANCEAMERICA CORPORATION 401K RETIREMENT PLAN Tactical Asset Allocation Moderate |
14.75%
Sep 2011 – Sep 2014 |
13.36%
Feb 2009 – Feb 2014 |
11.62%
Jul 2003 – Jul 2013 |
10.45%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart