Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 19.89% | -0.37% | 4.53% | 3.41% | 4.23% | 5.14% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING 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 (%) | -0.84 | 19.89 | -0.37 | 4.53 | 3.41 | 4.23 | 5.14 | … | … | 0.47 | 10.79 | 5.59 | -14.49 | 9.24 | 13.56 | 5.91 | -4.59 | 11.26 | 6.03 | -4.90 | 0.10 | 16.35 | 3.86 | 2.39 | 4.30 | 9.43 | 2.17 | 7.24 | 13.81 | 4.10 | 11.28 | 16.36 | 0.30 | 1.03 |
| Sharpe Ratio | NA | 0.64 | -0.39 | 0.23 | 0.26 | NA | NA | … | … | 0.05 | 0.47 | 0.18 | -1.53 | 1.07 | 1.54 | 1.08 | -0.85 | 2.36 | 1.20 | -0.96 | 0.01 | 2.17 | 0.70 | 0.25 | 0.41 | 1.12 | 0.31 | 0.45 | 1.45 | 0.33 | 1.31 | 2.63 | -0.20 | -0.79 |
| Standard Deviation(%) | NA | 8.79 | 8.97 | 8.85 | 7.26 | NA | NA | … | … | 8.33 | 8.85 | 7.38 | 10.36 | 8.63 | 8.66 | 4.19 | 6.95 | 4.50 | 4.86 | 5.15 | 6.04 | 7.54 | 5.46 | 9.30 | 10.19 | 8.31 | 4.06 | 9.34 | 7.28 | 5.77 | 7.90 | 5.97 | 4.15 | 1.63 |
| Draw Down(%) | NA | 4.58 | 18.29 | 19.78 | 19.78 | NA | NA | … | … | 0.59 | 4.58 | 7.09 | 15.43 | 4.22 | 9.39 | 3.67 | 9.53 | 1.72 | 3.01 | 6.87 | 5.78 | 5.80 | 3.73 | 8.75 | 9.31 | 4.33 | 2.54 | 6.51 | 7.13 | 3.78 | 6.85 | 3.19 | 2.95 | 2.04 |
| Yield(%) | NA | 4.54 | 3.34 | 3.13 | 2.86 | NA | NA | … | … | NA | 0.91 | 4.35 | 3.27 | 1.65 | 3.10 | 2.94 | 1.84 | 0.30 | 3.97 | 3.30 | 3.56 | 2.28 | 3.36 | 2.73 | 3.15 | 4.27 | 3.55 | 3.31 | 3.07 | 3.68 | 2.88 | 2.10 | 0.07 | 2.22 |
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 |
|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-2.28%
Apr 2021 – Apr 2024 |
0.73%
May 2018 – May 2023 |
1.74%
Oct 2013 – Oct 2023 |
3.45%
Mar 2008 – Mar 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HEINTZBERGERPAYNE 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
12.82%
Apr 2003 – Apr 2006 |
10.99%
Oct 2002 – Oct 2007 |
8.02%
Apr 2003 – Apr 2013 |
6.90%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart