Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Tactical Asset Allocation Moderate | NA | 9.77% | 3.25% | 8.72% | 5.40% | 7.01% | 8.28% | … | … |
Data as of 12/29/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 03/15/2024 |
| 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 (%) | 0.33 | 9.77 | 3.25 | 8.72 | 5.40 | 7.01 | 8.28 | … | … | 3.31 | 10.04 | -12.49 | 13.58 | 21.67 | 14.15 | -2.68 | 7.50 | 4.49 | -2.22 | 4.00 | 14.85 | 8.29 | -1.31 | 9.09 | 22.24 | -2.00 | 15.74 | 25.22 | 6.44 | 17.09 | 29.89 | 5.85 | 8.40 |
| Sharpe Ratio | NA | 1.20 | -0.03 | 0.74 | 0.61 | NA | NA | … | … | 0.30 | 0.70 | -1.40 | 1.40 | 2.01 | 2.69 | -0.51 | 1.27 | 0.89 | -0.36 | 0.63 | 2.00 | 1.43 | -0.13 | 0.77 | 1.68 | -0.44 | 1.15 | 2.66 | 0.65 | 2.04 | 6.04 | 1.02 | 1.30 |
| Standard Deviation(%) | NA | 8.09 | 9.09 | 9.04 | 7.70 | NA | NA | … | … | 8.60 | 8.23 | 9.93 | 9.66 | 10.67 | 4.74 | 7.90 | 5.43 | 4.83 | 6.25 | 6.29 | 7.41 | 5.76 | 10.63 | 11.68 | 13.19 | 6.62 | 11.11 | 8.24 | 6.57 | 7.92 | 4.84 | 4.67 | 4.68 |
| Draw Down(%) | NA | 6.93 | 14.80 | 14.80 | 14.80 | NA | NA | … | … | 1.67 | 6.93 | 13.47 | 4.60 | 12.11 | 2.37 | 8.32 | 2.99 | 3.23 | 7.77 | 6.01 | 7.00 | 4.98 | 10.81 | 8.99 | 6.75 | 6.79 | 8.01 | 7.72 | 4.76 | 11.25 | 1.93 | 6.29 | 3.15 |
| Yield(%) | NA | 7.96 | 5.07 | 5.54 | 4.68 | NA | NA | … | … | 0.88 | 7.58 | 3.54 | 3.35 | 7.61 | 4.88 | 2.67 | 0.35 | 2.76 | 7.73 | 5.59 | 6.42 | 4.08 | 1.56 | 4.79 | 5.01 | 3.98 | 4.32 | 7.76 | 6.67 | 4.33 | 5.64 | 7.29 | 7.20 |
Data as of 12/29/2023, 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 |
|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Tactical Asset Allocation Moderate |
1.57%
Jun 2014 – Jun 2017 |
2.14%
Dec 2013 – Dec 2018 |
4.50%
Mar 2010 – Mar 2020 |
6.19%
Dec 2007 – Dec 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HANDY NETWORKS LLC 401K PLAN Tactical Asset Allocation Moderate |
19.62%
Mar 2003 – Mar 2006 |
19.46%
Oct 2002 – Oct 2007 |
14.11%
Apr 2001 – Apr 2011 |
10.57%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart