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 Most Aggressive | NA | -5.07% | 5.76% | 13.32% | 6.20% | 7.09% | 10.68% | … | … |
Data as of 03/31/2025, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| eMoney 401(k) Plan Tactical Asset Allocation Most Aggressive | 12/31/2000 | 06/04/2025 |
| 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 (%) | -2.09 | -5.07 | 5.76 | 13.32 | 6.20 | 7.09 | 10.68 | … | … | -0.29 | 8.61 | 20.88 | -10.32 | 14.80 | 14.92 | 15.38 | -12.12 | 17.41 | 8.21 | -3.90 | 0.06 | 22.40 | 14.76 | -6.39 | 21.22 | 18.80 | 12.41 | 25.89 | 25.75 | 24.10 | 16.25 | 43.32 | 4.91 | -2.88 |
| Sharpe Ratio | NA | -0.21 | 0.32 | 0.57 | 0.29 | NA | NA | … | … | -0.08 | 0.32 | 1.30 | -0.59 | 0.90 | 0.44 | 1.15 | -0.82 | 2.00 | 0.56 | -0.24 | 0.00 | 1.84 | 1.22 | -0.26 | 1.03 | 0.99 | 1.66 | 0.92 | 1.21 | 1.77 | 1.28 | 3.31 | 0.57 | -0.52 |
| Standard Deviation(%) | NA | 18.57 | 16.73 | 17.29 | 18.02 | NA | NA | … | … | 20.98 | 15.54 | 13.30 | 20.01 | 16.46 | 33.07 | 12.10 | 16.41 | 8.38 | 14.20 | 16.11 | 13.18 | 12.15 | 12.06 | 24.71 | 20.52 | 18.86 | 6.91 | 24.75 | 18.48 | 12.33 | 11.96 | 12.88 | 6.57 | 10.12 |
| Draw Down(%) | NA | 21.84 | 21.84 | 23.56 | 34.65 | NA | NA | … | … | 18.67 | 11.95 | 10.33 | 23.56 | 9.63 | 33.86 | 7.29 | 23.77 | 3.86 | 10.29 | 12.45 | 11.46 | 9.84 | 9.43 | 25.76 | 14.29 | 11.95 | 5.25 | 15.25 | 20.97 | 8.49 | 9.56 | 6.58 | 3.48 | 13.06 |
| Yield(%) | NA | 3.99 | 4.34 | 3.56 | 3.72 | NA | NA | … | … | NA | 1.57 | 3.00 | 3.18 | 5.91 | 0.81 | 4.13 | 1.10 | 10.10 | 3.72 | 4.11 | 1.69 | 0.85 | 3.45 | 1.12 | 2.00 | 2.84 | 3.10 | 6.10 | 4.15 | 2.69 | 2.99 | 6.38 | 3.51 | 6.38 |
Data as of 03/31/2025, 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 Most Aggressive |
-3.10%
Mar 2017 – Mar 2020 |
-0.47%
Mar 2015 – Mar 2020 |
4.11%
Mar 2010 – Mar 2020 |
6.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| eMoney 401(k) Plan Tactical Asset Allocation Most Aggressive |
32.73%
Oct 2004 – Oct 2007 |
28.48%
Oct 2002 – Oct 2007 |
20.60%
Apr 2001 – Apr 2011 |
15.63%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart