Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Avanti Products LLC 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate | NA | 12.34% | 5.40% | 7.05% | 3.91% | 5.90% | 8.32% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Avanti Products LLC 401(k) Profit Sharing Plan and Trust 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 (%) | -0.94 | 12.34 | 5.40 | 7.05 | 3.91 | 5.90 | 8.32 | … | … | 0.81 | 5.15 | 3.35 | -4.03 | 25.68 | 1.37 | 15.01 | -13.06 | 10.79 | 6.99 | -6.58 | 1.79 | 11.28 | 17.16 | -1.60 | 14.07 | 15.49 | 5.90 | 18.68 | 20.68 | 14.60 | 21.85 | 24.51 | 7.56 | 1.15 |
| Sharpe Ratio | NA | 0.07 | -0.23 | 0.25 | 0.22 | NA | NA | … | … | 0.07 | -0.16 | -0.11 | -0.47 | 1.91 | 0.05 | 2.77 | -1.73 | 1.94 | 0.68 | -0.88 | 0.22 | 1.31 | 2.19 | -0.13 | 1.13 | 1.23 | 0.75 | 1.24 | 1.64 | 1.81 | 2.19 | 3.67 | 1.24 | -0.15 |
| Standard Deviation(%) | NA | 8.59 | 9.47 | 13.37 | 10.81 | NA | NA | … | … | 10.32 | 8.75 | 7.89 | 11.39 | 13.40 | 21.04 | 4.92 | 8.30 | 5.25 | 9.93 | 7.52 | 8.00 | 8.61 | 7.80 | 12.06 | 12.34 | 12.48 | 6.63 | 12.63 | 10.65 | 6.86 | 9.57 | 6.49 | 5.20 | 7.52 |
| Draw Down(%) | NA | 5.04 | 15.70 | 32.05 | 32.05 | NA | NA | … | … | 0.65 | 5.04 | 7.57 | 15.70 | 4.74 | 32.05 | 2.72 | 16.67 | 3.09 | 6.51 | 9.89 | 6.69 | 10.67 | 5.86 | 12.86 | 9.82 | 8.24 | 4.95 | 10.02 | 14.54 | 5.92 | 11.43 | 4.20 | 3.24 | 8.68 |
| Yield(%) | NA | 4.14 | 10.29 | 6.79 | 4.67 | NA | NA | … | … | NA | 1.67 | 3.82 | 4.21 | 25.15 | 1.12 | 1.75 | 3.62 | 3.41 | 2.34 | 1.14 | 2.39 | 3.19 | 7.94 | 3.07 | 4.25 | 3.74 | 4.00 | 7.69 | 4.69 | 4.80 | 4.36 | 5.05 | 4.61 | 5.48 |
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 |
|---|---|---|---|---|
| Avanti Products LLC 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
-4.97%
Mar 2017 – Mar 2020 |
-2.86%
Mar 2015 – Mar 2020 |
2.14%
Mar 2010 – Mar 2020 |
4.51%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Avanti Products LLC 401(k) Profit Sharing Plan and Trust Tactical Asset Allocation Moderate |
25.18%
Apr 2003 – Apr 2006 |
21.25%
Mar 2003 – Mar 2008 |
15.89%
Apr 2003 – Apr 2013 |
11.58%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart