Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | -4.23% | 12.37% | 7.31% | 8.04% | 9.05% | 9.56% | … | … |
Data as of 03/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING 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 (%) | 2.41 | -4.23 | 12.37 | 7.31 | 8.04 | 9.05 | 9.56 | … | … | 4.82 | -8.47 | 13.93 | 14.93 | 18.95 | -4.07 | 14.03 | 10.42 | -0.37 | 8.26 | 21.09 | 14.52 | 1.08 | 14.69 | 19.24 | 2.75 | 8.00 | 11.60 | 7.79 | 11.77 | 15.99 | 9.09 | 9.03 |
| Sharpe Ratio | NA | -0.13 | 0.73 | 0.46 | 0.68 | NA | NA | … | … | 0.30 | -0.71 | 1.50 | 0.75 | 2.66 | -0.52 | 2.92 | 1.19 | -0.04 | 1.17 | 2.97 | 1.86 | 0.08 | 1.53 | 2.53 | 0.30 | 0.56 | 1.30 | 0.89 | 1.58 | 2.53 | 2.16 | 1.03 |
| Standard Deviation(%) | NA | 12.43 | 11.39 | 12.66 | 10.52 | NA | NA | … | … | 9.72 | 13.98 | 9.24 | 19.50 | 6.59 | 10.29 | 4.59 | 8.55 | 9.15 | 7.05 | 7.10 | 7.80 | 13.89 | 9.57 | 7.56 | 5.97 | 8.90 | 6.41 | 6.30 | 6.87 | 6.05 | 3.71 | 6.52 |
| Draw Down(%) | NA | 9.53 | 15.49 | 23.61 | 23.61 | NA | NA | … | … | 6.99 | 14.24 | 4.74 | 23.61 | 3.59 | 12.94 | 1.96 | 7.81 | 8.45 | 5.06 | 4.64 | 5.39 | 12.95 | 8.04 | 3.56 | 5.01 | 5.43 | 5.41 | 4.22 | 5.47 | 3.33 | 2.37 | 5.88 |
| Yield(%) | NA | 2.58 | 3.50 | 3.38 | 4.14 | NA | NA | … | … | 0.80 | 2.12 | 4.32 | 3.59 | 3.81 | 3.33 | 5.60 | 3.60 | 5.12 | 6.07 | 4.44 | 3.53 | 2.26 | 4.60 | 5.03 | 9.12 | 5.49 | 4.11 | 3.01 | 3.59 | 3.61 | 8.17 | 8.63 |
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 |
|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
2.71%
Mar 2017 – Mar 2020 |
4.15%
Mar 2015 – Mar 2020 |
7.50%
Mar 2010 – Mar 2020 |
8.57%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AUTISM SPECTRUM THERAPIES 401K AND TIERED PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
16.41%
Sep 2011 – Sep 2014 |
14.44%
Feb 2009 – Feb 2014 |
11.68%
Aug 2004 – Aug 2014 |
10.81%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart