Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ASU GROUP PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate | NA | -9.55% | 2.45% | 8.28% | 5.93% | 6.52% | 7.17% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ASU GROUP PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 05/30/2023 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.38 | -9.55 | 2.45 | 8.28 | 5.93 | 6.52 | 7.17 | … | … | 9.53 | -21.74 | 13.50 | 19.09 | 23.25 | 5.08 | 6.27 | 4.35 | -2.31 | 1.69 | 15.49 | 8.90 | -0.90 | 9.43 | 19.77 | 0.25 | 10.55 | 8.15 | 4.26 | 7.74 | 14.36 | -1.58 | 9.17 |
| Sharpe Ratio | NA | -0.12 | 0.16 | 0.61 | 0.59 | NA | NA | … | … | 0.71 | -1.25 | 1.36 | 2.16 | 2.25 | 0.59 | 1.80 | 1.33 | -0.60 | 0.39 | 2.51 | 1.88 | -0.09 | 0.97 | 2.69 | -0.15 | 0.85 | 0.88 | 0.37 | 1.02 | 2.39 | -0.43 | 1.50 |
| Standard Deviation(%) | NA | 15.68 | 13.47 | 11.76 | 8.83 | NA | NA | … | … | 10.79 | 18.55 | 9.88 | 8.75 | 9.69 | 6.44 | 3.13 | 3.12 | 3.88 | 4.26 | 6.17 | 4.71 | 10.10 | 9.61 | 7.32 | 4.61 | 8.89 | 5.57 | 5.63 | 6.66 | 5.73 | 6.18 | 4.57 |
| Draw Down(%) | NA | 14.18 | 26.66 | 26.66 | 26.66 | NA | NA | … | … | 6.13 | 25.58 | 4.83 | 4.68 | 0.00 | 3.60 | 1.61 | 1.47 | 5.70 | 2.99 | 4.54 | 4.14 | 10.65 | 7.44 | 4.07 | 3.38 | 5.63 | 5.38 | 4.45 | 5.66 | 3.82 | 9.86 | 3.53 |
| Yield(%) | NA | 2.59 | 4.88 | 9.87 | 6.46 | NA | NA | … | … | 0.45 | 2.08 | 3.76 | 13.82 | 23.25 | 6.28 | 0.51 | 2.97 | 5.28 | 3.92 | 3.54 | 4.55 | 2.77 | 4.46 | 5.49 | 3.57 | 3.65 | 3.39 | 2.39 | 2.58 | 3.75 | 5.44 | 8.07 |
Data as of 03/31/2023, 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 |
|---|---|---|---|---|
| ASU GROUP PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate |
1.21%
Dec 2013 – Dec 2016 |
2.24%
Nov 2013 – Nov 2018 |
5.42%
Sep 2012 – Sep 2022 |
6.00%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ASU GROUP PROFIT SHARING 401K PLAN Tactical Asset Allocation Moderate |
20.70%
Oct 2018 – Oct 2021 |
13.22%
Dec 2016 – Dec 2021 |
9.28%
Nov 2011 – Nov 2021 |
8.97%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart