Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| eMoney 401(k) Plan Tactical Asset Allocation Moderate | NA | 16.81% | 3.96% | 7.51% | 5.46% | 6.86% | 9.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| eMoney 401(k) Plan 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 (%) | -1.34 | 16.81 | 3.96 | 7.51 | 5.46 | 6.86 | 9.04 | … | … | 0.39 | 4.79 | 14.56 | -9.49 | 11.34 | 13.91 | 12.13 | -6.97 | 12.48 | 5.46 | -3.13 | 1.74 | 11.65 | 12.34 | 1.26 | 19.97 | 13.20 | 12.96 | 18.78 | 16.96 | 14.55 | 12.42 | 27.34 | 6.82 | 1.62 |
| Sharpe Ratio | NA | -0.02 | -0.06 | 0.32 | 0.33 | NA | NA | … | … | 0.04 | -0.18 | 1.26 | -0.90 | 1.06 | 0.66 | 1.58 | -0.85 | 2.34 | 0.61 | -0.33 | 0.22 | 1.52 | 1.76 | 0.09 | 1.64 | 1.12 | 1.74 | 1.12 | 1.13 | 1.61 | 1.44 | 3.43 | 1.15 | -0.10 |
| Standard Deviation(%) | NA | 9.68 | 10.13 | 13.03 | 10.86 | NA | NA | … | … | 8.12 | 9.82 | 8.15 | 12.05 | 10.66 | 20.62 | 6.79 | 9.71 | 5.06 | 8.68 | 9.59 | 7.73 | 7.63 | 6.96 | 13.68 | 12.12 | 11.76 | 6.94 | 14.13 | 12.11 | 7.71 | 7.94 | 7.78 | 4.98 | 7.14 |
| Draw Down(%) | NA | 6.54 | 16.81 | 22.02 | 22.02 | NA | NA | … | … | 0.63 | 6.54 | 6.22 | 17.70 | 6.99 | 22.02 | 3.64 | 14.49 | 2.36 | 6.23 | 7.99 | 6.34 | 7.16 | 4.95 | 13.77 | 7.74 | 8.56 | 5.25 | 9.50 | 14.05 | 5.59 | 6.88 | 3.79 | 2.46 | 7.20 |
| Yield(%) | NA | 3.90 | 4.58 | 3.79 | 3.70 | NA | NA | … | … | NA | 1.80 | 3.59 | 3.63 | 6.10 | 1.25 | 3.56 | 1.99 | 6.58 | 2.86 | 4.99 | 2.68 | 1.78 | 4.74 | 3.05 | 4.13 | 3.46 | 3.10 | 5.70 | 3.94 | 2.96 | 3.10 | 5.76 | 5.18 | 7.24 |
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 |
|---|---|---|---|---|
| eMoney 401(k) Plan Tactical Asset Allocation Moderate |
0.21%
Mar 2017 – Mar 2020 |
0.99%
Mar 2015 – Mar 2020 |
3.87%
Sep 2012 – Sep 2022 |
5.92%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| eMoney 401(k) Plan Tactical Asset Allocation Moderate |
20.57%
Oct 2004 – Oct 2007 |
18.72%
Oct 2002 – Oct 2007 |
15.71%
Apr 2001 – Apr 2011 |
11.74%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart