Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Tactical Asset Allocation Moderate | NA | 21.07% | 3.61% | 6.53% | 6.76% | 7.89% | 8.61% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES 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 (%) | -1.31 | 21.07 | 3.61 | 6.53 | 6.76 | 7.89 | 8.61 | … | … | -0.04 | 2.29 | 15.10 | -9.53 | -2.55 | 19.98 | 22.48 | -0.63 | 11.31 | 5.70 | -0.07 | 4.02 | 16.04 | 14.02 | 1.03 | 13.34 | 22.14 | 2.52 | 9.94 | 12.48 | 7.53 | 12.30 | 22.21 | 3.70 | 8.65 |
| Sharpe Ratio | NA | -0.31 | -0.14 | 0.14 | 0.37 | NA | NA | … | … | -0.02 | -0.40 | 1.33 | -0.86 | -0.19 | 0.99 | 2.56 | -0.15 | 2.47 | 0.61 | -0.01 | 0.49 | 2.18 | 1.84 | 0.06 | 1.23 | 2.22 | 0.27 | 0.74 | 1.20 | 0.65 | 1.58 | 2.92 | 0.49 | 1.17 |
| Standard Deviation(%) | NA | 10.76 | 10.74 | 13.68 | 11.70 | NA | NA | … | … | 5.41 | 10.87 | 8.14 | 12.73 | 13.82 | 19.94 | 8.23 | 13.23 | 4.33 | 8.97 | 9.71 | 8.23 | 7.34 | 7.60 | 16.32 | 10.76 | 9.91 | 5.99 | 9.34 | 7.69 | 8.22 | 7.17 | 7.36 | 5.26 | 5.43 |
| Draw Down(%) | NA | 10.31 | 15.19 | 25.07 | 25.07 | NA | NA | … | … | 0.44 | 10.31 | 6.18 | 16.08 | 13.72 | 21.74 | 3.65 | 15.85 | 1.93 | 8.19 | 9.67 | 7.51 | 5.58 | 6.00 | 15.96 | 7.42 | 4.84 | 5.01 | 5.60 | 8.39 | 5.22 | 5.18 | 4.32 | 5.21 | 4.10 |
| Yield(%) | NA | 5.30 | 7.35 | 6.74 | 6.34 | NA | NA | … | … | NA | 1.13 | 5.68 | 4.99 | 10.33 | 6.11 | 7.22 | 7.33 | 6.79 | 4.49 | 6.60 | 5.45 | 3.52 | 6.17 | 2.15 | 3.72 | 5.34 | 9.12 | 2.81 | 6.30 | 6.50 | 6.08 | 4.23 | 7.09 | 8.82 |
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 |
|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Tactical Asset Allocation Moderate |
0.26%
Feb 2021 – Feb 2024 |
3.72%
Sep 2018 – Sep 2023 |
5.21%
Oct 2013 – Oct 2023 |
6.92%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Tactical Asset Allocation Moderate |
15.87%
Mar 2003 – Mar 2006 |
13.98%
Feb 2009 – Feb 2014 |
12.10%
Apr 2001 – Apr 2011 |
10.34%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart