Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 32.48% | 13.31% | 13.19% | 9.71% | 9.67% | 10.87% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UXC Eclipse USA 401(k) Retirement 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 (%) | -0.61 | 32.48 | 13.31 | 13.19 | 9.71 | 9.67 | 10.87 | … | … | 0.26 | 18.33 | 23.29 | -2.92 | 14.44 | 12.48 | 11.97 | -3.62 | 12.35 | 6.95 | 3.76 | 0.15 | 17.80 | 11.57 | 3.15 | 10.32 | 22.42 | 1.20 | 15.12 | 23.09 | 10.71 | 20.11 | 19.61 | -3.04 | 4.80 |
| Sharpe Ratio | NA | 1.20 | 0.78 | 0.82 | 0.72 | NA | NA | … | … | 0.02 | 1.17 | 2.42 | -0.31 | 1.23 | 0.70 | 1.54 | -0.53 | 2.12 | 0.77 | 0.40 | 0.02 | 2.32 | 1.63 | 0.21 | 0.89 | 2.10 | 0.22 | 1.04 | 2.37 | 1.23 | 2.45 | 3.08 | -1.16 | 0.60 |
| Standard Deviation(%) | NA | 9.98 | 10.90 | 12.64 | 10.61 | NA | NA | … | … | 8.19 | 10.06 | 7.88 | 13.87 | 11.69 | 17.48 | 6.85 | 9.27 | 5.53 | 8.73 | 9.42 | 7.63 | 7.66 | 7.06 | 14.84 | 11.55 | 10.64 | 1.26 | 11.68 | 8.35 | 6.96 | 7.82 | 6.13 | 3.57 | 4.12 |
| Draw Down(%) | NA | 7.19 | 12.86 | 22.31 | 22.31 | NA | NA | … | … | 0.60 | 7.19 | 4.78 | 13.49 | 5.41 | 22.31 | 3.07 | 13.03 | 2.47 | 6.59 | 8.56 | 6.77 | 6.26 | 5.45 | 12.87 | 8.59 | 5.18 | 2.31 | 8.38 | 8.59 | 5.80 | 11.95 | 4.16 | 7.14 | 4.60 |
| Yield(%) | NA | 17.67 | 14.50 | 10.14 | 7.02 | NA | NA | … | … | NA | 7.92 | 16.54 | 12.32 | 7.15 | 1.92 | 6.16 | 4.02 | 5.51 | 4.15 | 3.59 | 3.46 | 3.34 | 3.50 | 2.49 | 4.06 | 4.07 | 2.50 | 3.85 | 4.49 | 4.31 | 4.21 | 2.75 | 2.80 | 3.07 |
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 |
|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Tactical Asset Allocation Moderate |
2.13%
Mar 2017 – Mar 2020 |
2.89%
Mar 2015 – Mar 2020 |
5.51%
Mar 2010 – Mar 2020 |
7.27%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UXC Eclipse USA 401(k) Retirement Plan Tactical Asset Allocation Moderate |
23.65%
Sep 2022 – Sep 2025 |
17.82%
Mar 2003 – Mar 2008 |
14.34%
Apr 2003 – Apr 2013 |
11.99%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart