Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate | NA | 22.75% | -0.58% | 6.68% | 5.24% | 7.80% | 9.07% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT 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 (%) | -0.65 | 22.75 | -0.58 | 6.68 | 5.24 | 7.80 | 9.07 | … | … | 0.62 | 7.35 | 14.65 | -21.10 | 13.89 | 17.91 | 19.41 | -11.03 | 12.95 | 5.12 | -0.82 | 5.78 | 18.97 | 14.31 | 4.90 | 15.98 | 24.92 | -3.83 | 16.85 | 16.28 | 11.45 | 13.24 | 15.40 | -13.63 | -9.34 |
| Sharpe Ratio | NA | 0.27 | -0.30 | 0.22 | 0.31 | NA | NA | … | … | 0.05 | 0.07 | 1.24 | -1.34 | 1.41 | 0.95 | 2.32 | -1.13 | 2.57 | 0.56 | -0.09 | 0.80 | 2.49 | 1.74 | 0.36 | 1.63 | 3.19 | -0.85 | 1.33 | 1.50 | 1.47 | 1.62 | 2.14 | -1.92 | -1.24 |
| Standard Deviation(%) | NA | 9.98 | 12.29 | 13.42 | 11.22 | NA | NA | … | … | 10.50 | 10.12 | 8.39 | 16.80 | 9.84 | 18.58 | 7.77 | 10.92 | 4.79 | 8.74 | 9.02 | 7.16 | 7.61 | 8.19 | 13.70 | 9.74 | 7.78 | 5.61 | 10.39 | 8.66 | 6.33 | 7.58 | 6.86 | 7.69 | 9.41 |
| Draw Down(%) | NA | 6.46 | 21.36 | 25.00 | 25.00 | NA | NA | … | … | 0.82 | 6.46 | 8.06 | 23.55 | 4.91 | 25.00 | 4.20 | 17.96 | 1.82 | 6.75 | 8.78 | 5.10 | 4.87 | 6.03 | 11.52 | 8.99 | 4.21 | 8.96 | 8.39 | 12.25 | 5.76 | 8.74 | 6.49 | 13.68 | 14.48 |
| Yield(%) | NA | 1.97 | 3.28 | 3.19 | 3.03 | NA | NA | … | … | NA | 0.86 | 1.99 | 2.04 | 5.67 | 3.39 | 3.40 | 3.55 | 3.26 | 2.97 | 2.56 | 2.50 | 5.08 | 4.13 | 3.08 | 4.22 | 3.47 | 5.07 | 6.57 | 6.17 | 4.76 | 3.57 | 0.12 | 0.51 | 0.00 |
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 |
|---|---|---|---|---|
| HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
-1.17%
Feb 2001 – Feb 2004 |
0.84%
Mar 2015 – Mar 2020 |
3.88%
Oct 2013 – Oct 2023 |
6.61%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HABIF AROGETI and WYNNE LLP EMPLOYEES RETIREMENT PLAN AND TRUST Tactical Asset Allocation Moderate |
18.94%
Oct 2004 – Oct 2007 |
16.25%
Feb 2009 – Feb 2014 |
13.75%
Aug 2004 – Aug 2014 |
11.49%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart