Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate | NA | 21.65% | 2.21% | 7.52% | 6.66% | 8.55% | 9.61% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| LEESAR INC. 401K 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 (%) | -0.91 | 21.65 | 2.21 | 7.52 | 6.66 | 8.55 | 9.61 | … | … | 0.29 | 6.33 | 8.32 | -16.90 | 23.28 | 13.32 | 18.52 | -6.50 | 13.38 | 9.68 | -1.94 | 7.48 | 14.78 | 12.57 | 4.54 | 17.36 | 29.67 | -2.38 | 11.03 | 14.88 | 11.86 | 15.73 | 18.05 | -4.26 | -0.20 |
| Sharpe Ratio | NA | 0.14 | -0.12 | 0.23 | 0.38 | NA | NA | … | … | 0.04 | -0.03 | 0.49 | -1.12 | 1.54 | 0.63 | 2.40 | -0.86 | 2.28 | 1.10 | -0.22 | 0.98 | 1.88 | 1.54 | 0.31 | 1.72 | 3.73 | -0.63 | 0.79 | 1.39 | 1.44 | 1.73 | 2.03 | -0.76 | -0.36 |
| Standard Deviation(%) | NA | 8.58 | 9.79 | 14.63 | 11.78 | NA | NA | … | … | 5.72 | 8.70 | 8.36 | 16.28 | 15.12 | 20.74 | 7.14 | 9.12 | 5.58 | 8.65 | 8.81 | 7.58 | 7.86 | 8.13 | 14.76 | 10.06 | 7.92 | 5.25 | 10.21 | 8.38 | 6.75 | 8.53 | 8.53 | 7.03 | 6.98 |
| Draw Down(%) | NA | 6.88 | 12.39 | 27.49 | 27.49 | NA | NA | … | … | 0.44 | 6.88 | 8.48 | 22.70 | 6.51 | 27.49 | 3.47 | 13.97 | 2.30 | 5.67 | 9.76 | 4.81 | 5.20 | 5.76 | 12.56 | 7.94 | 4.09 | 5.58 | 6.52 | 9.86 | 4.78 | 8.04 | 6.54 | 8.31 | 9.73 |
| Yield(%) | NA | 3.87 | 8.22 | 9.47 | 8.36 | NA | NA | … | … | NA | 1.11 | 3.61 | 6.62 | 14.95 | 18.01 | 4.53 | 7.16 | 9.75 | 5.45 | 8.64 | 6.67 | 6.13 | 4.26 | 3.88 | 3.43 | 5.54 | 4.63 | 6.08 | 6.93 | 4.16 | 5.06 | 4.06 | 5.07 | 5.78 |
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 |
|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
-1.45%
Dec 2021 – Dec 2024 |
1.78%
Mar 2015 – Mar 2020 |
5.43%
Oct 2013 – Oct 2023 |
7.17%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| LEESAR INC. 401K PROFIT SHARING PLAN and TRUST Tactical Asset Allocation Moderate |
19.27%
Feb 2009 – Feb 2012 |
16.03%
Feb 2009 – Feb 2014 |
13.91%
Mar 2003 – Mar 2013 |
11.92%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart