Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Tactical Asset Allocation Moderate | NA | -6.21% | 7.12% | 5.74% | 5.94% | 8.14% | 9.35% | … | … |
Data as of 04/29/2022, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| THINK FINANCE INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 07/08/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.63 | -6.21 | 7.12 | 5.74 | 5.94 | 8.14 | 9.35 | … | … | -12.07 | 7.68 | 17.28 | 16.61 | -8.90 | 12.36 | 8.70 | -0.70 | 2.22 | 12.82 | 14.43 | 3.29 | 16.16 | 25.76 | 3.22 | 13.14 | 14.76 | 10.92 | 7.83 | 20.44 | 5.60 | 8.65 |
| Sharpe Ratio | NA | -0.68 | 0.36 | 0.35 | 0.52 | NA | NA | … | … | -0.83 | 0.68 | 1.10 | 2.08 | -0.92 | 2.40 | 0.97 | -0.08 | 0.29 | 1.76 | 1.81 | 0.21 | 1.36 | 2.31 | 0.39 | 0.74 | 1.07 | 1.20 | 0.83 | 2.35 | 0.84 | 1.17 |
| Standard Deviation(%) | NA | 13.32 | 13.08 | 11.57 | 9.85 | NA | NA | … | … | 14.89 | 11.19 | 15.56 | 7.32 | 11.09 | 4.89 | 8.74 | 8.92 | 7.74 | 7.26 | 7.94 | 15.83 | 11.84 | 11.09 | 5.96 | 13.79 | 10.76 | 7.27 | 8.28 | 8.40 | 5.37 | 5.43 |
| Draw Down(%) | NA | 15.81 | 17.65 | 17.65 | 17.65 | NA | NA | … | … | 13.76 | 6.42 | 17.65 | 3.83 | 16.45 | 2.31 | 6.77 | 8.74 | 4.95 | 8.20 | 5.24 | 13.36 | 8.56 | 4.97 | 5.01 | 11.10 | 14.35 | 4.66 | 8.42 | 4.39 | 3.48 | 4.10 |
| Yield(%) | NA | 7.75 | 7.35 | 5.77 | 5.55 | NA | NA | … | … | 0.90 | 8.03 | 9.84 | 4.77 | 5.07 | 1.35 | 3.93 | 6.58 | 7.53 | 4.95 | 4.78 | 2.55 | 4.49 | 4.71 | 9.12 | 2.55 | 2.22 | 2.25 | 2.29 | 3.02 | 8.78 | 8.82 |
Data as of 04/29/2022, 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 |
|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Tactical Asset Allocation Moderate |
1.38%
Mar 2017 – Mar 2020 |
2.02%
Mar 2015 – Mar 2020 |
5.58%
Jun 2012 – Jun 2022 |
7.65%
Jun 2007 – Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| THINK FINANCE INC. 401K PLAN Tactical Asset Allocation Moderate |
18.33%
Oct 2004 – Oct 2007 |
15.81%
Oct 2002 – Oct 2007 |
13.35%
Apr 2003 – Apr 2013 |
11.06%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart