Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 14.54% | 1.29% | 4.05% | 4.32% | 5.79% | 7.74% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CYBERTHINK 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 (%) | -0.87 | 14.54 | 1.29 | 4.05 | 4.32 | 5.79 | 7.74 | … | … | 0.72 | 2.59 | 12.22 | -10.91 | 6.61 | 8.35 | 12.16 | -1.64 | 16.02 | 3.90 | -4.53 | 2.03 | 9.36 | 14.76 | 0.29 | 13.50 | 33.42 | -11.21 | 16.03 | 17.26 | 14.29 | 17.23 | 36.92 | 7.11 | 6.13 |
| Sharpe Ratio | NA | -0.22 | -0.33 | 0.11 | 0.33 | NA | NA | … | … | 0.06 | -0.45 | 0.94 | -1.75 | 0.62 | 0.74 | 2.73 | -0.40 | 2.84 | 0.69 | -0.73 | 0.36 | 1.55 | 4.55 | 0.04 | 1.51 | 3.37 | -1.55 | 1.07 | 1.46 | 1.88 | 1.96 | 6.14 | 1.16 | 0.92 |
| Standard Deviation(%) | NA | 8.85 | 8.20 | 9.34 | 7.76 | NA | NA | … | … | 11.09 | 8.84 | 8.52 | 7.03 | 10.61 | 11.02 | 3.95 | 7.36 | 5.41 | 5.34 | 6.20 | 5.53 | 6.01 | 3.23 | 6.37 | 8.88 | 9.90 | 7.84 | 12.21 | 9.56 | 6.44 | 8.33 | 5.90 | 5.18 | 4.16 |
| Draw Down(%) | NA | 6.67 | 10.49 | 18.26 | 18.26 | NA | NA | … | … | 0.95 | 6.67 | 10.22 | 11.17 | 7.98 | 18.26 | 2.42 | 8.45 | 2.51 | 4.25 | 8.96 | 4.89 | 5.92 | 2.91 | 8.63 | 8.82 | 7.59 | 15.85 | 9.73 | 14.23 | 5.73 | 10.19 | 2.99 | 8.37 | 3.06 |
| Yield(%) | NA | 2.99 | 4.60 | 4.15 | 3.48 | NA | NA | … | … | NA | 0.54 | 2.90 | 5.59 | 4.95 | 2.61 | 4.69 | 3.72 | 0.31 | 2.76 | 2.80 | 4.56 | 4.06 | 6.50 | 5.76 | 8.12 | 5.06 | 3.60 | 8.06 | 6.23 | 4.65 | 5.46 | 5.77 | 4.20 | 6.80 |
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 |
|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
0.40%
Dec 2013 – Dec 2016 |
2.03%
Mar 2015 – Mar 2020 |
3.38%
Oct 2013 – Oct 2023 |
4.75%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CYBERTHINK INC. 401K PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
23.66%
Jan 2003 – Jan 2006 |
22.35%
Oct 2002 – Oct 2007 |
14.70%
Jul 2002 – Jul 2012 |
11.66%
Jul 2002 – Jul 2017 |
Annualized Rolling Returns Comparison Chart