Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Flow Polymers 401K Tactical Asset Allocation Moderate | NA | 19.97% | 1.17% | 6.00% | 3.95% | 4.75% | 6.00% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Flow Polymers 401K 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 (%) | -0.92 | 19.97 | 1.17 | 6.00 | 3.95 | 4.75 | 6.00 | … | … | 0.54 | 8.48 | 10.19 | -10.90 | 2.61 | 21.93 | 7.62 | -1.62 | 2.97 | 2.16 | -1.91 | -0.90 | 14.64 | 5.46 | 0.40 | 7.46 | 18.69 | -0.55 | 9.35 | 15.39 | 6.21 | 11.88 | 16.86 | 1.54 | 5.34 |
| Sharpe Ratio | NA | 0.33 | -0.19 | 0.40 | 0.33 | NA | NA | … | … | 0.05 | 0.20 | 0.75 | -1.36 | 0.27 | 2.96 | 1.51 | -0.96 | 0.71 | 0.57 | -0.36 | -0.13 | 1.90 | 0.83 | 0.04 | 0.70 | 2.28 | -0.31 | 0.64 | 1.60 | 0.70 | 1.38 | 3.39 | 0.10 | 0.95 |
| Standard Deviation(%) | NA | 9.25 | 8.78 | 8.68 | 6.73 | NA | NA | … | … | 9.01 | 9.25 | 7.90 | 9.06 | 9.53 | 7.33 | 4.11 | 3.06 | 3.32 | 3.44 | 5.32 | 6.89 | 7.69 | 6.49 | 8.63 | 10.46 | 8.15 | 4.74 | 9.87 | 7.55 | 5.77 | 7.94 | 4.76 | 4.23 | 3.18 |
| Draw Down(%) | NA | 5.82 | 12.77 | 16.23 | 16.23 | NA | NA | … | … | 0.60 | 5.79 | 6.70 | 12.77 | 7.29 | 8.00 | 2.35 | 3.80 | 2.02 | 3.89 | 5.38 | 6.34 | 6.10 | 6.33 | 9.19 | 9.42 | 4.69 | 4.20 | 6.69 | 7.98 | 4.00 | 6.68 | 2.48 | 4.81 | 2.51 |
| Yield(%) | NA | 4.24 | 3.40 | 4.12 | 3.42 | NA | NA | … | … | NA | 0.51 | 4.52 | 2.46 | 3.02 | 7.80 | 3.47 | 1.69 | 0.57 | 2.58 | 4.86 | 3.46 | 7.26 | 4.19 | 2.10 | 4.72 | 5.08 | 3.43 | 3.41 | 6.33 | 3.86 | 3.88 | 3.80 | 3.61 | 5.35 |
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 |
|---|---|---|---|---|
| Flow Polymers 401K Tactical Asset Allocation Moderate |
-0.68%
Apr 2021 – Apr 2024 |
-0.03%
Feb 2014 – Feb 2019 |
2.23%
Oct 2013 – Oct 2023 |
3.74%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Flow Polymers 401K Tactical Asset Allocation Moderate |
14.38%
Apr 2003 – Apr 2006 |
12.66%
Oct 2002 – Oct 2007 |
9.66%
Apr 2001 – Apr 2011 |
7.22%
Jun 2001 – Jun 2016 |
Annualized Rolling Returns Comparison Chart