Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 36.05% | 13.24% | 14.40% | 10.17% | 10.73% | 10.86% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BOLTON AND MENK INC. 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 (%) | -0.67 | 36.05 | 13.24 | 14.40 | 10.17 | 10.73 | 10.86 | … | … | 0.62 | 74.62 | 23.38 | 1.02 | 2.27 | 20.63 | 19.46 | -2.76 | 7.62 | 11.58 | -1.01 | 3.04 | 19.82 | 11.75 | 4.25 | 17.74 | 16.77 | 4.85 | 11.70 | 14.51 | 6.91 | 12.30 | 11.56 | -2.33 | 7.46 |
| Sharpe Ratio | NA | 2.33 | 1.33 | 1.03 | 0.85 | NA | NA | … | … | 0.05 | 2.28 | 2.29 | -0.03 | 0.12 | 1.05 | 2.58 | -0.45 | 1.18 | 1.34 | -0.11 | 0.37 | 2.68 | 1.49 | 0.31 | 1.62 | 1.82 | 0.83 | 0.89 | 1.53 | 0.69 | 1.35 | 1.47 | -0.50 | 1.05 |
| Standard Deviation(%) | NA | 29.84 | 19.27 | 19.07 | 14.64 | NA | NA | … | … | 12.29 | 29.85 | 8.37 | 12.06 | 18.07 | 19.46 | 6.99 | 9.03 | 5.90 | 8.50 | 9.34 | 8.13 | 7.39 | 7.87 | 13.78 | 10.90 | 9.16 | 4.75 | 9.84 | 7.33 | 6.87 | 8.43 | 7.40 | 6.88 | 4.89 |
| Draw Down(%) | NA | 5.74 | 8.92 | 20.63 | 20.63 | NA | NA | … | … | 1.00 | 5.74 | 5.07 | 9.00 | 9.78 | 20.63 | 3.50 | 12.60 | 2.98 | 5.41 | 7.90 | 5.81 | 3.76 | 6.12 | 11.55 | 8.28 | 4.70 | 3.27 | 6.72 | 8.39 | 4.93 | 7.17 | 6.54 | 7.06 | 3.85 |
| Yield(%) | NA | 14.06 | 15.67 | 12.15 | 7.98 | NA | NA | … | … | NA | 8.25 | 12.41 | 9.25 | 17.94 | 10.97 | 4.75 | 3.54 | 3.01 | 2.86 | 3.95 | 6.07 | 3.41 | 3.70 | 2.25 | 4.27 | 3.95 | 4.58 | 7.79 | 6.04 | 4.59 | 3.29 | 1.97 | 5.35 | 5.73 |
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 |
|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Tactical Asset Allocation Moderate |
2.53%
Oct 2013 – Oct 2016 |
3.56%
Dec 2013 – Dec 2018 |
7.19%
Mar 2010 – Mar 2020 |
8.25%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BOLTON AND MENK INC. 401K PLAN Tactical Asset Allocation Moderate |
41.83%
Sep 2022 – Sep 2025 |
25.09%
Oct 2020 – Oct 2025 |
16.63%
Sep 2015 – Sep 2025 |
13.84%
Aug 2010 – Aug 2025 |
Annualized Rolling Returns Comparison Chart