Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 32.64% | 14.02% | 13.86% | 10.10% | 10.64% | 11.27% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ainslie Group 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 (%) | -0.71 | 32.64 | 14.02 | 13.86 | 10.10 | 10.64 | 11.27 | … | … | 0.06 | 14.02 | 26.27 | -4.92 | 12.78 | 17.74 | 15.65 | -3.52 | 11.62 | 7.83 | 1.53 | 1.60 | 16.08 | 10.60 | 4.19 | 20.06 | 22.64 | 1.61 | 16.91 | 15.48 | 11.01 | 12.51 | 30.51 | 0.53 | 2.30 |
| Sharpe Ratio | NA | 0.89 | 0.76 | 0.85 | 0.77 | NA | NA | … | … | 0.00 | 0.76 | 3.06 | -0.51 | 1.36 | 0.97 | 2.03 | -0.53 | 2.09 | 0.91 | 0.17 | 0.21 | 2.31 | 1.45 | 0.25 | 1.53 | 2.04 | 0.71 | 1.13 | 1.12 | 1.21 | 1.27 | 5.11 | -0.18 | -0.01 |
| Standard Deviation(%) | NA | 9.72 | 10.01 | 11.98 | 10.11 | NA | NA | … | … | 5.66 | 9.82 | 7.20 | 12.37 | 9.37 | 18.10 | 7.01 | 9.09 | 5.25 | 8.40 | 8.76 | 7.55 | 6.94 | 7.28 | 16.59 | 13.05 | 11.06 | 0.97 | 12.34 | 10.90 | 7.28 | 9.12 | 5.84 | 3.25 | 2.77 |
| Draw Down(%) | NA | 7.67 | 12.03 | 21.46 | 21.46 | NA | NA | … | … | 0.57 | 7.67 | 4.55 | 13.22 | 6.97 | 21.46 | 3.65 | 11.92 | 2.41 | 6.51 | 9.53 | 5.59 | 7.33 | 5.41 | 14.73 | 9.13 | 5.34 | 1.14 | 10.68 | 12.51 | 6.14 | 12.65 | 2.92 | 4.72 | 4.02 |
| Yield(%) | NA | 16.25 | 11.59 | 8.63 | 6.47 | NA | NA | … | … | NA | 7.94 | 15.29 | 8.02 | 3.73 | 4.49 | 6.65 | 3.38 | 1.64 | 3.54 | 5.37 | 6.84 | 4.17 | 3.68 | 2.01 | 3.22 | 2.89 | 2.48 | 5.31 | 11.41 | 6.76 | 5.36 | 3.71 | 3.70 | 3.62 |
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 |
|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
2.01%
Mar 2017 – Mar 2020 |
3.20%
Mar 2015 – Mar 2020 |
6.34%
Mar 2010 – Mar 2020 |
8.02%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ainslie Group 401(k) Profit Sharing Plan Tactical Asset Allocation Moderate |
23.84%
Sep 2022 – Sep 2025 |
18.72%
Oct 2002 – Oct 2007 |
15.08%
Apr 2003 – Apr 2013 |
12.35%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart