Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Tactical Asset Allocation Moderate | NA | 23.43% | 5.94% | 10.41% | 8.69% | 9.68% | 10.02% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K 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 (%) | -0.95 | 23.43 | 5.94 | 10.41 | 8.69 | 9.68 | 10.02 | … | … | 0.54 | 8.50 | 14.49 | -4.68 | 9.62 | 18.47 | 17.84 | -4.42 | 13.18 | 9.08 | 4.21 | 4.29 | 18.98 | 13.46 | 0.55 | 17.66 | 19.86 | -3.39 | 14.05 | 14.89 | 9.35 | 12.70 | 28.00 | 0.84 | 5.61 |
| Sharpe Ratio | NA | 0.32 | 0.16 | 0.49 | 0.62 | NA | NA | … | … | 0.05 | 0.18 | 1.24 | -0.47 | 0.93 | 0.93 | 2.23 | -0.56 | 2.52 | 0.95 | 0.45 | 0.52 | 2.53 | 1.58 | 0.04 | 1.47 | 1.94 | -0.70 | 1.01 | 1.43 | 1.08 | 1.39 | 3.97 | -0.05 | 0.55 |
| Standard Deviation(%) | NA | 10.34 | 10.73 | 12.93 | 10.92 | NA | NA | … | … | 10.39 | 10.42 | 8.27 | 12.97 | 10.32 | 19.60 | 7.38 | 10.23 | 4.98 | 9.31 | 9.30 | 8.15 | 7.50 | 8.49 | 14.76 | 11.96 | 10.19 | 6.17 | 10.90 | 8.12 | 6.63 | 8.47 | 6.87 | 5.42 | 6.04 |
| Draw Down(%) | NA | 7.66 | 12.30 | 21.87 | 21.87 | NA | NA | … | … | 0.86 | 7.66 | 5.90 | 12.30 | 6.38 | 21.87 | 3.73 | 12.54 | 1.98 | 9.48 | 7.18 | 5.68 | 4.66 | 6.15 | 11.72 | 8.14 | 4.94 | 7.77 | 7.27 | 8.74 | 4.39 | 7.10 | 2.73 | 5.12 | 5.33 |
| Yield(%) | NA | 2.62 | 4.66 | 4.95 | 5.47 | NA | NA | … | … | NA | 1.16 | 2.49 | 3.28 | 8.72 | 7.45 | 3.94 | 5.73 | 7.02 | 3.74 | 7.78 | 7.18 | 2.56 | 4.23 | 1.57 | 5.25 | 4.56 | 4.25 | 6.23 | 4.52 | 4.38 | 3.47 | 4.35 | 6.40 | 8.12 |
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 |
|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Tactical Asset Allocation Moderate |
3.27%
Mar 2017 – Mar 2020 |
4.41%
Mar 2015 – Mar 2020 |
7.18%
Oct 2013 – Oct 2023 |
8.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NEAL GERBER and EISENBERG ASSOCIATES` 401K PLAN Tactical Asset Allocation Moderate |
18.19%
Apr 2003 – Apr 2006 |
15.96%
Oct 2002 – Oct 2007 |
12.80%
Mar 2003 – Mar 2013 |
11.69%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart