Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BAKER BOOK HOUSE EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | NA | -3.94% | 4.52% | 4.26% | 2.11% | 1.40% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BAKER BOOK HOUSE EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.33 | -3.94 | 4.52 | 4.26 | 2.11 | 1.40 | NA | … | … | -4.84 | 11.55 | 5.82 | 2.21 | 5.72 |
| Sharpe Ratio | NA | -0.72 | 0.44 | NA | NA | NA | NA | … | … | -0.72 | 2.49 | 0.68 | 0.24 | 0.87 |
| Standard Deviation(%) | NA | 8.53 | 7.32 | NA | NA | NA | NA | … | … | 8.53 | 4.39 | 8.27 | 8.90 | 6.53 |
| Draw Down(%) | NA | 10.79 | 10.79 | NA | NA | NA | NA | … | … | 10.79 | 2.11 | 8.44 | 8.04 | 5.14 |
| Yield(%) | NA | 3.52 | 2.58 | 3.34 | 4.15 | NA | NA | … | … | 3.50 | 0.76 | 3.37 | 8.24 | 3.11 |
Data as of 10/31/2018, 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 |
|---|---|---|---|---|
| BAKER BOOK HOUSE EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
4.82%
Oct 2015 – Oct 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BAKER BOOK HOUSE EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation – Optimal Moderate |
8.43%
Sep 2015 – Sep 2018 |
0.00%
NA |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart