Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 4.41% | 4.31% | 7.36% | 6.59% | 8.33% | 9.21% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.94 | 4.41 | 4.31 | 7.36 | 6.59 | 8.33 | 9.21 | … | … | 3.78 | 14.27 | -14.03 | 13.69 | 20.57 | 18.52 | 0.33 | 10.93 | 12.44 | -1.62 | 5.01 | 12.64 | 7.26 | 5.19 | 7.93 | 20.32 | 6.19 | 12.92 | 20.22 | 5.27 | 17.91 | 19.83 | 8.40 | 0.03 |
| Sharpe Ratio | NA | 1.16 | 0.22 | 0.61 | 0.62 | NA | NA | … | … | 0.36 | 1.14 | -1.16 | 1.12 | 0.94 | 3.07 | -0.10 | 1.68 | 1.43 | -0.19 | 0.61 | 1.63 | 0.96 | 0.39 | 0.70 | 2.34 | 0.75 | 0.93 | 2.13 | 0.44 | 2.17 | 2.84 | 1.63 | -0.38 |
| Standard Deviation(%) | NA | 8.94 | 11.51 | 13.51 | 11.23 | NA | NA | … | … | 9.62 | 8.79 | 13.34 | 12.24 | 21.67 | 5.57 | 10.12 | 6.13 | 8.56 | 8.75 | 8.12 | 7.74 | 7.52 | 13.34 | 11.19 | 8.65 | 6.98 | 10.64 | 7.96 | 7.10 | 7.82 | 6.75 | 4.47 | 5.94 |
| Draw Down(%) | NA | 6.00 | 20.78 | 25.88 | 25.88 | NA | NA | … | … | 2.03 | 6.00 | 20.78 | 8.89 | 25.88 | 2.17 | 11.84 | 3.25 | 5.54 | 9.78 | 5.63 | 9.12 | 6.30 | 10.39 | 8.15 | 3.87 | 4.36 | 6.75 | 6.81 | 4.97 | 9.70 | 3.58 | 2.15 | 6.93 |
| Yield(%) | NA | 5.21 | 5.97 | 7.12 | 6.03 | NA | NA | … | … | 0.00 | 5.48 | 6.36 | 5.96 | 13.74 | 4.37 | 5.58 | 4.72 | 2.60 | 6.32 | 5.76 | 1.05 | 4.63 | 5.00 | 2.22 | 3.96 | 4.18 | 6.27 | 7.21 | 5.51 | 4.04 | 4.30 | 5.38 | 5.07 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Tactical Asset Allocation Moderate |
2.97%
Oct 2013 – Oct 2016 |
3.86%
Mar 2015 – Mar 2020 |
5.66%
Mar 2010 – Mar 2020 |
7.42%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SABER ENGINEERING INC. 401K PLAN Tactical Asset Allocation Moderate |
17.56%
Dec 2018 – Dec 2021 |
16.04%
Oct 2002 – Oct 2007 |
13.18%
Apr 2001 – Apr 2011 |
10.96%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart