Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 2.18% | 2.71% | 4.70% | 3.65% | 6.38% | 7.21% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT 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 (%) | -0.64 | 2.18 | 2.71 | 4.70 | 3.65 | 6.38 | 7.21 | … | … | 0.58 | 11.95 | -15.28 | 11.66 | 22.18 | 8.27 | -5.91 | 12.13 | 4.46 | -4.19 | 2.07 | 10.42 | 10.69 | 3.64 | 17.98 | 19.95 | -7.79 | 18.50 | 15.46 | 6.14 | 14.84 | 16.35 | 7.75 | 8.53 |
| Sharpe Ratio | NA | 0.44 | -0.02 | 0.62 | 0.45 | NA | NA | … | … | 0.04 | 1.07 | -1.60 | 1.18 | 2.49 | 1.39 | -0.90 | 2.31 | 0.81 | -0.66 | 0.29 | 1.57 | 2.36 | 0.40 | 1.42 | 2.38 | -1.85 | 1.23 | 1.31 | 0.65 | 1.81 | 3.33 | 1.53 | 1.66 |
| Standard Deviation(%) | NA | 7.20 | 9.18 | 8.53 | 7.53 | NA | NA | … | … | 7.77 | 7.20 | 10.40 | 9.82 | 8.81 | 4.93 | 8.02 | 4.98 | 5.28 | 6.36 | 7.15 | 6.63 | 4.51 | 9.10 | 12.56 | 8.33 | 4.70 | 12.60 | 9.31 | 6.14 | 7.68 | 4.70 | 4.34 | 3.74 |
| Draw Down(%) | NA | 5.63 | 16.57 | 16.57 | 16.57 | NA | NA | … | … | 1.49 | 5.63 | 15.99 | 4.61 | 7.97 | 2.48 | 12.17 | 2.12 | 5.95 | 9.27 | 6.26 | 6.45 | 3.93 | 8.76 | 8.57 | 4.72 | 8.88 | 10.26 | 12.72 | 4.17 | 9.86 | 2.11 | 5.28 | 2.92 |
| Yield(%) | NA | 4.21 | 3.40 | 3.66 | 3.23 | NA | NA | … | … | 0.01 | 4.49 | 2.46 | 3.38 | 5.00 | 3.25 | 2.29 | 0.29 | 3.24 | 3.59 | 4.71 | 5.27 | 6.22 | 4.37 | 3.68 | 4.65 | 3.20 | 11.75 | 5.74 | 5.04 | 4.83 | 1.70 | 3.00 | 6.67 |
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 |
|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
0.30%
Feb 2014 – Feb 2017 |
1.40%
May 2014 – May 2019 |
3.65%
Oct 2013 – Oct 2023 |
5.31%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GOLDER ASSOCIATES INC. 401K AND RETIREMENT PLAN Tactical Asset Allocation Moderate |
17.29%
Oct 2004 – Oct 2007 |
15.43%
Oct 2002 – Oct 2007 |
11.99%
Apr 2001 – Apr 2011 |
9.38%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart