Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Cotting School Inc 401 K Retirement Plan Tactical Asset Allocation Moderate | NA | 26.82% | 2.80% | 9.05% | 8.06% | 7.97% | 8.52% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Cotting School Inc 401 K Retirement 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 (%) | -1.24 | 26.82 | 2.80 | 9.05 | 8.06 | 7.97 | 8.52 | … | … | 0.68 | 9.95 | 20.46 | -18.20 | 8.33 | 22.39 | 23.70 | 3.31 | 13.15 | 4.99 | -3.02 | 2.53 | 18.34 | 6.53 | 2.41 | 6.17 | 22.29 | -0.24 | 10.22 | 12.90 | 4.30 | 14.21 | 20.95 | 1.15 | 7.91 |
| Sharpe Ratio | NA | 0.44 | -0.06 | 0.45 | 0.64 | NA | NA | … | … | 0.06 | 0.33 | 1.63 | -1.14 | 0.87 | 2.50 | 2.30 | 0.22 | 2.41 | 0.99 | -0.58 | 0.35 | 2.43 | 1.10 | 0.30 | 0.58 | 2.58 | -0.17 | 0.80 | 1.36 | 0.40 | 1.95 | 3.79 | 0.01 | 1.09 |
| Standard Deviation(%) | NA | 10.30 | 12.94 | 11.60 | 9.62 | NA | NA | … | … | 10.15 | 10.31 | 9.92 | 17.21 | 9.51 | 8.87 | 9.71 | 8.96 | 5.20 | 4.82 | 5.22 | 7.19 | 7.52 | 5.91 | 8.05 | 10.45 | 8.59 | 6.72 | 9.06 | 7.10 | 5.32 | 6.80 | 5.34 | 5.37 | 5.12 |
| Draw Down(%) | NA | 6.03 | 24.32 | 25.66 | 25.66 | NA | NA | … | … | 0.85 | 6.00 | 9.33 | 24.32 | 5.09 | 4.55 | 0.36 | 6.82 | 2.12 | 2.81 | 6.52 | 6.56 | 5.94 | 5.36 | 7.02 | 9.20 | 4.66 | 6.64 | 6.81 | 7.15 | 3.87 | 5.66 | 2.42 | 7.77 | 4.10 |
| Yield(%) | NA | 3.81 | 3.35 | 8.46 | 6.48 | NA | NA | … | … | NA | 0.56 | 3.90 | 2.43 | 3.29 | 14.92 | 23.32 | 7.49 | 0.22 | 3.38 | 1.51 | 4.81 | 2.89 | 5.13 | 2.18 | 4.30 | 5.15 | 4.49 | 5.83 | 3.77 | 2.75 | 3.00 | 3.27 | 7.02 | 8.82 |
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 |
|---|---|---|---|---|
| Cotting School Inc 401 K Retirement Plan Tactical Asset Allocation Moderate |
1.45%
Dec 2013 – Dec 2016 |
3.76%
Nov 2013 – Nov 2018 |
6.03%
Oct 2013 – Oct 2023 |
6.54%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Cotting School Inc 401 K Retirement Plan Tactical Asset Allocation Moderate |
19.80%
Oct 2018 – Oct 2021 |
14.05%
Jun 2016 – Jun 2021 |
10.36%
Apr 2001 – Apr 2011 |
9.58%
Aug 2006 – Aug 2021 |
Annualized Rolling Returns Comparison Chart