Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THE RETIREMENT PLAN OF AGILYSYS INC. Tactical Asset Allocation Moderate | NA | 12.23% | 6.98% | 10.06% | 9.16% | 9.14% | NA | … | … |
Data as of 11/30/2017, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THE RETIREMENT PLAN OF AGILYSYS INC. Tactical Asset Allocation Moderate | 12/31/2000 | 02/23/2018 |
| 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 (%) | -0.49 | 12.23 | 6.98 | 10.06 | 9.16 | 9.14 | NA | … | … | 0.38 | 10.69 | 11.02 | -0.88 | 9.10 | 19.63 | 11.78 | 1.99 | 11.80 | 18.14 | 1.02 | 12.34 | 12.60 | 8.34 | 8.54 | 7.17 | -7.33 | -7.50 |
| Sharpe Ratio | NA | 1.19 | 0.65 | 1.06 | 0.97 | NA | NA | … | … | 0.02 | 2.06 | 1.22 | -0.10 | 1.17 | 2.12 | 1.42 | 0.12 | 1.14 | 1.94 | 0.02 | 0.99 | 1.25 | 0.96 | 1.01 | 0.83 | -1.30 | -0.89 |
| Standard Deviation(%) | NA | 6.45 | 8.17 | 8.35 | 9.42 | NA | NA | … | … | 12.82 | 4.88 | 8.85 | 9.17 | 7.74 | 9.26 | 8.24 | 15.86 | 10.28 | 9.30 | 5.07 | 9.44 | 7.48 | 6.43 | 7.54 | 7.79 | 6.48 | 11.05 |
| Draw Down(%) | NA | 5.77 | 12.33 | 12.33 | 14.48 | NA | NA | … | … | 5.77 | 2.55 | 6.89 | 8.96 | 4.27 | 4.89 | 5.53 | 14.48 | 7.15 | 4.56 | 4.04 | 5.89 | 8.80 | 4.07 | 5.79 | 5.71 | 9.23 | 14.20 |
| Yield(%) | NA | 3.88 | 4.17 | 6.15 | 5.07 | NA | NA | … | … | 0.00 | 3.95 | 2.00 | 6.82 | 8.97 | 9.73 | 4.60 | 3.16 | 3.87 | 2.17 | 6.31 | 7.12 | 5.11 | 4.22 | 1.55 | 0.44 | 0.40 | 0.33 |
Data as of 11/30/2017, 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 RETIREMENT PLAN OF AGILYSYS INC. Tactical Asset Allocation Moderate |
-2.64%
Feb 2001 – Feb 2004 |
1.74%
Feb 2001 – Feb 2006 |
5.84%
Sep 2001 – Sep 2011 |
6.40%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THE RETIREMENT PLAN OF AGILYSYS INC. Tactical Asset Allocation Moderate |
14.69%
Sep 2011 – Sep 2014 |
13.14%
Feb 2009 – Feb 2014 |
11.12%
Aug 2004 – Aug 2014 |
9.70%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart