Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| The Charles J. Merlo, Inc. Non-Union Employees 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 27.71% | 10.21% | 12.03% | 8.72% | 9.99% | 10.20% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| The Charles J. Merlo, Inc. Non-Union Employees 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2025 | 2024 | 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 (%) | -0.58 | 27.71 | 10.21 | 12.03 | 8.72 | 9.99 | 10.20 | … | … | 0.45 | 7.92 | 21.35 | -4.52 | 10.52 | 14.58 | 19.74 | -4.22 | 11.26 | 12.00 | -3.16 | 1.56 | 21.97 | 11.21 | 6.72 | 15.67 | 16.51 | 2.22 | 8.68 | 17.14 | 6.64 | 17.17 | 28.47 | -3.97 | -0.02 |
| Sharpe Ratio | NA | 0.20 | 0.37 | 0.49 | 0.57 | NA | NA | … | … | 0.05 | 0.12 | 2.01 | -0.48 | 0.91 | 0.64 | 2.24 | -0.56 | 1.82 | 1.43 | -0.35 | 0.18 | 2.60 | 1.33 | 0.46 | 1.23 | 1.75 | 2.12 | 0.59 | 1.56 | 0.65 | 1.95 | 3.46 | -0.91 | -0.35 |
| Standard Deviation(%) | NA | 11.23 | 10.81 | 14.04 | 11.54 | NA | NA | … | … | 7.22 | 11.28 | 8.49 | 12.31 | 11.48 | 22.41 | 8.18 | 9.81 | 5.85 | 8.27 | 9.17 | 8.77 | 8.43 | 8.41 | 14.41 | 12.65 | 9.36 | 0.61 | 9.68 | 8.89 | 6.84 | 8.34 | 8.02 | 5.59 | 6.60 |
| Draw Down(%) | NA | 11.47 | 12.75 | 27.49 | 27.49 | NA | NA | … | … | 0.61 | 11.47 | 5.21 | 13.39 | 6.66 | 27.49 | 3.56 | 13.68 | 2.89 | 5.98 | 10.08 | 6.87 | 5.38 | 6.85 | 12.67 | 10.56 | 4.85 | 0.88 | 7.10 | 10.42 | 6.13 | 8.02 | 5.05 | 8.15 | 8.84 |
| Yield(%) | NA | 15.93 | 13.39 | 13.82 | 9.63 | NA | NA | … | … | NA | 7.66 | 15.08 | 8.96 | 9.42 | 15.51 | 15.28 | 5.70 | 5.42 | 5.43 | 5.84 | 6.02 | 4.65 | 3.54 | 6.63 | 2.79 | 3.48 | 2.62 | 4.37 | 4.74 | 3.17 | 4.87 | 2.72 | 3.65 | 3.13 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| The Charles J. Merlo, Inc. Non-Union Employees 401(k) Profit Sharing Plan Tactical Asset Allocation |
2.02%
Mar 2017 – Mar 2020 |
2.87%
Mar 2015 – Mar 2020 |
6.76%
Oct 2013 – Oct 2023 |
7.80%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| The Charles J. Merlo, Inc. Non-Union Employees 401(k) Profit Sharing Plan Tactical Asset Allocation |
21.10%
Apr 2003 – Apr 2006 |
15.80%
Oct 2002 – Oct 2007 |
13.75%
Apr 2003 – Apr 2013 |
11.52%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart