Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Georgetown Hill Early School 401k Tactical Asset Allocation Moderate | NA | 15.65% | 3.28% | 7.78% | 5.36% | 7.07% | 7.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Georgetown Hill Early School 401k 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 (%) | -1.07 | 15.65 | 3.28 | 7.78 | 5.36 | 7.07 | 7.73 | … | … | -25.79 | 2.60 | 6.36 | -9.10 | 18.20 | 14.13 | 15.93 | -8.34 | 9.17 | 5.26 | -4.52 | 2.66 | 18.43 | 9.45 | 1.95 | 14.20 | 28.43 | -15.86 | 16.85 | 17.18 | 8.23 | 13.12 | 28.99 | 3.55 | 5.85 |
| Sharpe Ratio | NA | -0.95 | -0.65 | -0.15 | -0.02 | NA | NA | … | … | -0.12 | -0.41 | 0.27 | -0.82 | 1.98 | 0.78 | 2.65 | -1.13 | 1.71 | 0.68 | -0.55 | 0.33 | 2.42 | 1.14 | 0.17 | 1.26 | 3.13 | -1.58 | 1.41 | 1.69 | 0.97 | 1.46 | 5.28 | 0.50 | 0.80 |
| Standard Deviation(%) | NA | 31.63 | 20.23 | 18.08 | 13.72 | NA | NA | … | … | 214.59 | 9.67 | 7.76 | 12.76 | 9.17 | 17.92 | 5.48 | 8.56 | 4.99 | 7.44 | 8.24 | 8.12 | 7.59 | 8.23 | 11.60 | 11.23 | 9.06 | 10.62 | 9.81 | 8.22 | 6.24 | 8.33 | 5.36 | 4.84 | 4.45 |
| Draw Down(%) | NA | 33.21 | 33.21 | 33.21 | 33.21 | NA | NA | … | … | 26.02 | 9.72 | 5.91 | 18.08 | 4.80 | 25.36 | 2.20 | 13.99 | 3.64 | 6.69 | 8.92 | 6.72 | 6.14 | 6.81 | 12.35 | 8.72 | 4.44 | 22.35 | 8.34 | 9.59 | 5.22 | 10.29 | 3.10 | 3.86 | 4.74 |
| Yield(%) | NA | 5.13 | 7.46 | 7.92 | 5.96 | NA | NA | … | … | NA | 3.62 | 2.28 | 13.79 | 9.52 | 3.63 | 9.36 | 4.74 | 1.59 | 6.11 | 3.08 | 3.76 | 2.50 | 3.19 | 7.30 | 3.74 | 4.29 | 3.42 | 8.97 | 9.45 | 4.96 | 4.05 | 6.08 | 4.68 | 5.18 |
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 |
|---|---|---|---|---|
| Georgetown Hill Early School 401k Tactical Asset Allocation Moderate |
-1.87%
Mar 2017 – Mar 2020 |
-1.30%
Mar 2015 – Mar 2020 |
3.41%
Mar 2010 – Mar 2020 |
5.54%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Georgetown Hill Early School 401k Tactical Asset Allocation Moderate |
18.57%
Jan 2003 – Jan 2006 |
17.80%
Feb 2003 – Feb 2008 |
12.74%
Apr 2001 – Apr 2011 |
10.04%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart