Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| INTHINC INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 13.14% | 14.26% | 14.77% | NA | NA | NA | … | … |
Data as of 10/30/2009, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTHINC INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/28/2010 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -2.56 | 13.14 | 14.26 | 14.77 | NA | NA | NA | … | … | -1.80 | 16.67 | 3.55 | 18.12 | 20.08 | 10.89 | 18.95 | 26.02 | -1.74 | -4.40 |
| Sharpe Ratio | NA | 1.46 | 1.10 | 1.23 | NA | NA | NA | … | … | -0.16 | 1.78 | 4.22 | 1.09 | 1.55 | 1.29 | 1.96 | 3.82 | -0.86 | -1.23 |
| Standard Deviation(%) | NA | 9.81 | 9.70 | 9.47 | NA | NA | NA | … | … | 11.63 | 9.31 | 0.62 | 13.89 | 10.87 | 6.74 | 9.19 | 6.62 | 3.32 | 5.44 |
| Draw Down(%) | NA | 5.14 | 9.30 | 13.70 | NA | NA | NA | … | … | 4.24 | 5.14 | 0.37 | 9.30 | 13.70 | 5.78 | 10.45 | 5.15 | 6.08 | 11.60 |
| Yield(%) | NA | 2.33 | 2.41 | 2.11 | NA | NA | NA | … | … | 0.00 | 2.45 | 2.62 | 2.15 | 1.71 | 1.65 | 2.77 | 4.29 | 3.30 | 2.98 |
Data as of 10/30/2009, 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 |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Tactical Asset Allocation Moderate |
8.35%
Jul 2001 – Jul 2004 |
11.09%
Feb 2001 – Feb 2006 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTHINC INC. 401K PLAN Tactical Asset Allocation Moderate |
22.76%
Apr 2003 – Apr 2006 |
19.63%
Feb 2003 – Feb 2008 |
0.00%
NA |
0.00%
NA |
Annualized Rolling Returns Comparison Chart