Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 28.72% | 3.91% | 8.63% | 6.31% | 7.33% | 8.80% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| COMPUTER AID INC. 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 (%) | -1.13 | 28.72 | 3.91 | 8.63 | 6.31 | 7.33 | 8.80 | … | … | 1.06 | 14.91 | 16.52 | -13.15 | 5.95 | 16.36 | 17.37 | -9.68 | 12.68 | 4.33 | 0.26 | 2.47 | 13.98 | 10.29 | 6.54 | 10.69 | 24.42 | 1.22 | 15.07 | 14.78 | 9.93 | 12.77 | 18.06 | 2.03 | 1.96 |
| Sharpe Ratio | NA | 0.81 | 0.23 | 0.35 | 0.36 | NA | NA | … | … | 0.07 | 0.67 | 1.46 | -1.04 | 0.33 | 0.85 | 2.07 | -0.94 | 1.92 | 0.45 | 0.02 | 0.27 | 1.66 | 1.16 | 0.50 | 0.95 | 2.34 | 0.04 | 0.92 | 1.06 | 1.13 | 1.28 | 2.03 | 0.13 | -0.05 |
| Standard Deviation(%) | NA | 12.45 | 11.84 | 14.86 | 12.32 | NA | NA | … | … | 13.49 | 12.50 | 8.41 | 13.96 | 17.80 | 19.02 | 7.71 | 11.68 | 6.28 | 9.25 | 9.78 | 9.07 | 8.42 | 8.80 | 12.89 | 11.11 | 10.39 | 8.28 | 13.12 | 10.85 | 6.88 | 9.23 | 8.55 | 6.88 | 6.45 |
| Draw Down(%) | NA | 8.14 | 19.91 | 27.52 | 27.52 | NA | NA | … | … | 1.14 | 8.14 | 6.53 | 22.14 | 10.08 | 24.65 | 5.18 | 19.05 | 3.62 | 8.86 | 10.71 | 7.24 | 6.31 | 7.44 | 10.66 | 8.92 | 4.55 | 8.31 | 9.90 | 14.37 | 5.07 | 7.77 | 7.42 | 5.75 | 6.99 |
| Yield(%) | NA | 3.72 | 6.64 | 5.58 | 5.00 | NA | NA | … | … | NA | 1.04 | 3.75 | 2.93 | 13.92 | 3.41 | 5.08 | 4.62 | 2.82 | 2.92 | 4.99 | 7.23 | 5.84 | 6.85 | 4.69 | 3.25 | 3.93 | 5.79 | 6.58 | 4.55 | 4.05 | 6.09 | 4.73 | 4.56 | 6.03 |
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 |
|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
-1.03%
Mar 2017 – Mar 2020 |
0.23%
Mar 2015 – Mar 2020 |
3.76%
Sep 2012 – Sep 2022 |
5.63%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| COMPUTER AID INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
19.19%
Apr 2003 – Apr 2006 |
15.84%
Mar 2003 – Mar 2008 |
12.91%
Apr 2003 – Apr 2013 |
10.82%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart