Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| MultiTech Systems 401k Tactical Asset Allocation Moderate | NA | 34.81% | 10.15% | 10.37% | 7.26% | 7.31% | 8.04% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MultiTech Systems 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 (%) | -0.57 | 34.81 | 10.15 | 10.37 | 7.26 | 7.31 | 8.04 | … | … | 0.88 | 18.83 | 21.07 | -8.00 | 4.37 | 13.76 | 8.32 | -0.94 | 11.55 | 7.87 | -3.84 | 1.29 | 17.17 | 6.01 | 4.06 | 5.12 | 26.10 | 4.91 | 7.94 | 11.89 | 0.24 | 9.01 | 27.06 | -3.32 | 2.79 |
| Sharpe Ratio | NA | 1.39 | 0.75 | 0.80 | 0.72 | NA | NA | … | … | 0.10 | 1.24 | 2.30 | -1.08 | 0.46 | 1.51 | 1.65 | -0.30 | 2.08 | 1.52 | -0.62 | 0.19 | 2.41 | 1.04 | 0.50 | 0.47 | 3.37 | 0.67 | 0.52 | 1.20 | -0.26 | 0.91 | 3.30 | -0.73 | 0.13 |
| Standard Deviation(%) | NA | 9.83 | 8.72 | 8.92 | 7.52 | NA | NA | … | … | 8.30 | 9.86 | 7.32 | 8.71 | 9.48 | 8.94 | 4.19 | 7.56 | 5.26 | 5.06 | 6.22 | 6.75 | 7.11 | 5.71 | 8.07 | 10.62 | 7.72 | 5.94 | 9.46 | 7.19 | 7.40 | 8.85 | 7.99 | 6.08 | 3.64 |
| Draw Down(%) | NA | 7.38 | 12.10 | 14.95 | 14.95 | NA | NA | … | … | 0.48 | 7.38 | 4.27 | 12.90 | 5.38 | 9.14 | 2.09 | 7.00 | 3.43 | 4.18 | 8.52 | 6.12 | 5.85 | 4.89 | 6.25 | 10.04 | 3.89 | 3.98 | 6.23 | 6.30 | 7.67 | 8.63 | 3.85 | 10.28 | 3.20 |
| Yield(%) | NA | 14.66 | 10.97 | 8.50 | 5.51 | NA | NA | … | … | NA | 4.42 | 13.94 | 8.51 | 5.24 | 6.39 | 3.65 | 4.06 | 0.36 | 3.22 | 1.81 | 3.11 | 4.04 | 4.57 | 2.99 | 4.00 | 5.18 | 5.09 | 3.46 | 4.36 | 4.79 | 4.49 | 4.36 | 1.88 | 2.09 |
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 |
|---|---|---|---|---|
| MultiTech Systems 401k Tactical Asset Allocation Moderate |
1.65%
Oct 2013 – Oct 2016 |
2.85%
Oct 2017 – Oct 2022 |
4.45%
Oct 2013 – Oct 2023 |
6.02%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MultiTech Systems 401k Tactical Asset Allocation Moderate |
18.58%
Oct 2022 – Oct 2025 |
12.51%
Oct 2002 – Oct 2007 |
10.05%
Jan 2003 – Jan 2013 |
9.24%
Oct 2002 – Oct 2017 |
Annualized Rolling Returns Comparison Chart