Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Tactical Asset Allocation Moderate | NA | 28.20% | 7.60% | 10.29% | 8.10% | 8.97% | 9.28% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES 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 (%) | -1.22 | 28.20 | 7.60 | 10.29 | 8.10 | 8.97 | 9.28 | … | … | 0.53 | 13.95 | 15.26 | -6.84 | 7.75 | 17.80 | 17.58 | -1.62 | 9.47 | 8.57 | -0.68 | 3.83 | 19.59 | 9.49 | 4.13 | 13.61 | 19.78 | -0.73 | 12.33 | 11.85 | 7.18 | 12.91 | 26.19 | 4.11 | 1.37 |
| Sharpe Ratio | NA | 0.78 | 0.32 | 0.50 | 0.56 | NA | NA | … | … | 0.05 | 0.66 | 1.28 | -0.68 | 0.69 | 0.88 | 2.15 | -0.27 | 1.74 | 1.01 | -0.07 | 0.50 | 2.45 | 1.28 | 0.29 | 1.15 | 2.10 | -0.26 | 1.01 | 1.16 | 0.76 | 1.59 | 3.78 | 0.61 | -0.13 |
| Standard Deviation(%) | NA | 11.03 | 10.72 | 13.18 | 11.07 | NA | NA | … | … | 9.49 | 11.10 | 8.58 | 12.11 | 11.14 | 19.99 | 7.53 | 10.87 | 5.09 | 8.31 | 9.50 | 7.65 | 7.98 | 7.38 | 14.37 | 11.71 | 9.39 | 6.27 | 9.27 | 7.40 | 6.58 | 7.54 | 6.75 | 4.92 | 7.02 |
| Draw Down(%) | NA | 7.18 | 12.48 | 19.16 | 19.16 | NA | NA | … | … | 0.72 | 7.18 | 7.10 | 13.23 | 5.21 | 19.16 | 3.77 | 14.52 | 2.51 | 6.72 | 9.56 | 5.00 | 5.33 | 4.48 | 11.73 | 10.03 | 4.59 | 7.80 | 7.24 | 8.53 | 4.61 | 7.34 | 3.43 | 3.74 | 7.01 |
| Yield(%) | NA | 5.59 | 6.13 | 5.17 | 4.39 | NA | NA | … | … | NA | 0.90 | 5.68 | 3.03 | 10.62 | 4.76 | 2.78 | 2.61 | 3.10 | 2.57 | 5.09 | 4.67 | 5.88 | 4.96 | 2.54 | 3.27 | 4.75 | 4.39 | 4.98 | 6.23 | 3.26 | 4.90 | 3.15 | 4.11 | 7.16 |
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 |
|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Tactical Asset Allocatio |
2.96%
Oct 2013 – Oct 2016 |
3.81%
Dec 2013 – Dec 2018 |
6.02%
Oct 2013 – Oct 2023 |
7.41%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ADVANTAGE RESOURCING AMERICA RETIREMENT SAVINGS PLAN FOR CONTRACT EMPLOYEES Tactical Asset Allocatio |
15.98%
Apr 2003 – Apr 2006 |
14.06%
Jan 2003 – Jan 2008 |
12.13%
Apr 2001 – Apr 2011 |
10.50%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart