Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BALBOA CAPITAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 10.43% | 9.95% | 9.05% | 10.27% | 10.52% | NA | … | … |
Data as of 08/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BALBOA CAPITAL CORPORATION 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 (%) | 0.52 | 10.43 | 9.95 | 9.05 | 10.27 | 10.52 | NA | … | … | 0.24 | 13.31 | 8.02 | 1.57 | 7.97 | 18.02 | 15.42 | 0.22 | 15.18 | 18.31 | 2.27 | 12.26 | 11.94 | 10.55 | 10.70 | 12.58 | -0.74 | -1.96 |
| Sharpe Ratio | NA | 0.10 | 0.90 | 0.86 | 1.09 | NA | NA | … | … | -0.11 | 3.01 | 0.95 | 0.18 | 1.04 | 2.49 | 2.06 | 0.01 | 1.43 | 1.94 | 0.23 | 0.92 | 1.07 | 1.27 | 1.21 | 1.63 | -0.29 | -0.60 |
| Standard Deviation(%) | NA | 7.91 | 7.26 | 7.49 | 8.94 | NA | NA | … | … | 8.36 | 4.22 | 8.24 | 8.48 | 7.65 | 7.22 | 7.47 | 14.64 | 10.56 | 9.41 | 5.94 | 10.08 | 8.08 | 6.58 | 8.08 | 7.28 | 6.36 | 7.13 |
| Draw Down(%) | NA | 7.21 | 8.91 | 9.68 | 13.53 | NA | NA | … | … | 7.21 | 1.61 | 7.25 | 7.73 | 4.85 | 5.55 | 5.15 | 13.53 | 7.76 | 4.38 | 5.01 | 7.09 | 9.59 | 4.86 | 7.35 | 5.75 | 6.52 | 9.41 |
| Yield(%) | NA | 3.63 | 3.99 | 4.36 | 4.51 | NA | NA | … | … | 0.91 | 4.11 | 3.03 | 5.59 | 6.00 | 4.30 | 5.38 | 2.81 | 4.48 | 4.89 | 9.00 | 8.61 | 6.65 | 2.17 | 2.49 | 2.97 | 5.06 | 7.28 |
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 |
|---|---|---|---|---|
| BALBOA CAPITAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
4.30%
Aug 2001 – Aug 2004 |
6.64%
Oct 2013 – Oct 2018 |
8.48%
Sep 2001 – Sep 2011 |
8.68%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BALBOA CAPITAL CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
15.10%
Oct 2004 – Oct 2007 |
13.90%
Feb 2009 – Feb 2014 |
12.01%
Aug 2004 – Aug 2014 |
10.80%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart