Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALBERT S. SMYTH CO. INC 401K PLAN Tactical Asset Allocation Moderate | NA | 22.16% | 3.35% | 7.34% | 6.30% | 7.16% | 8.01% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALBERT S. SMYTH CO. INC 401K 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 (%) | -1.21 | 22.16 | 3.35 | 7.34 | 6.30 | 7.16 | 8.01 | … | … | -0.20 | 9.38 | 10.99 | -13.00 | 14.52 | 15.36 | 12.57 | -1.81 | 11.78 | 4.77 | -0.41 | 5.54 | 16.34 | 8.27 | -0.23 | 10.05 | 22.99 | -0.75 | 6.29 | 20.58 | 5.16 | 10.80 | 18.57 | 6.04 | 9.49 |
| Sharpe Ratio | NA | 0.42 | -0.14 | 0.45 | 0.54 | NA | NA | … | … | -0.03 | 0.39 | 0.75 | -1.04 | 1.69 | 1.92 | 2.39 | -0.43 | 2.37 | 0.85 | -0.07 | 0.92 | 2.17 | 1.36 | -0.02 | 0.79 | 2.62 | -0.25 | 0.35 | 2.28 | 0.51 | 1.30 | 3.58 | 1.08 | 1.87 |
| Standard Deviation(%) | NA | 7.18 | 10.36 | 9.59 | 7.91 | NA | NA | … | … | 8.15 | 7.23 | 8.97 | 13.82 | 8.56 | 7.89 | 4.67 | 7.33 | 4.70 | 5.35 | 6.29 | 5.97 | 7.51 | 6.02 | 10.65 | 12.56 | 8.73 | 6.59 | 9.45 | 7.61 | 5.87 | 7.56 | 4.99 | 4.58 | 3.84 |
| Draw Down(%) | NA | 5.02 | 15.65 | 17.58 | 17.58 | NA | NA | … | … | 0.78 | 4.79 | 7.70 | 17.58 | 4.38 | 6.39 | 2.49 | 8.03 | 1.51 | 4.35 | 6.49 | 5.09 | 7.45 | 5.50 | 11.08 | 9.30 | 3.85 | 6.91 | 7.18 | 5.66 | 3.61 | 6.37 | 2.35 | 4.43 | 2.38 |
| Yield(%) | NA | 4.30 | 3.54 | 3.30 | 3.12 | NA | NA | … | … | NA | 0.71 | 4.50 | 3.28 | 2.50 | 2.33 | 3.66 | 2.80 | 0.49 | 4.03 | 3.01 | 4.73 | 3.32 | 2.80 | 3.32 | 3.26 | 4.87 | 2.69 | 5.48 | 6.69 | 5.22 | 4.99 | 3.79 | 5.97 | 6.85 |
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 |
|---|---|---|---|---|
| ALBERT S. SMYTH CO. INC 401K PLAN Tactical Asset Allocation Moderate |
1.19%
Apr 2021 – Apr 2024 |
3.75%
Feb 2015 – Feb 2020 |
4.92%
Oct 2013 – Oct 2023 |
6.32%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALBERT S. SMYTH CO. INC 401K PLAN Tactical Asset Allocation Moderate |
14.14%
Oct 2004 – Oct 2007 |
13.53%
Oct 2002 – Oct 2007 |
11.21%
Apr 2001 – Apr 2011 |
9.29%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart