Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CLASSIC RESORTS LIMITED PROFIT SHARING PLAN and TRUST WITH CASH OR DEFERRED 401K FEATURES Tactical Asset Allocation Moderate | NA | 3.01% | 3.98% | 2.96% | 3.15% | 5.73% | 7.62% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CLASSIC RESORTS LIMITED PROFIT SHARING PLAN and TRUST WITH CASH OR DEFERRED 401K FEATURES Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.49 | 3.01 | 3.98 | 2.96 | 3.15 | 5.73 | 7.62 | … | … | 0.57 | 14.44 | -10.24 | 7.74 | 11.04 | 6.41 | -4.04 | 11.83 | 5.86 | -2.92 | 1.54 | 12.39 | 11.60 | -2.69 | 7.75 | 29.50 | -4.64 | 19.37 | 18.33 | 17.44 | 14.47 | 22.13 | 7.48 | 8.65 |
| Sharpe Ratio | NA | 0.65 | 0.21 | 0.48 | 0.46 | NA | NA | … | … | 0.03 | 1.30 | -1.28 | 0.96 | 1.22 | 1.03 | -0.75 | 2.10 | 1.09 | -0.59 | 0.24 | 1.80 | 2.43 | -0.32 | 0.75 | 2.75 | -0.83 | 1.40 | 1.53 | 2.38 | 1.61 | 4.27 | 1.30 | 1.17 |
| Standard Deviation(%) | NA | 7.87 | 8.27 | 7.93 | 6.94 | NA | NA | … | … | 8.39 | 7.81 | 9.11 | 8.01 | 8.83 | 4.87 | 7.17 | 5.32 | 5.20 | 5.01 | 6.22 | 6.89 | 4.76 | 8.59 | 10.28 | 10.69 | 6.68 | 11.73 | 9.84 | 6.41 | 8.40 | 5.01 | 4.90 | 5.43 |
| Draw Down(%) | NA | 7.08 | 13.06 | 13.06 | 13.06 | NA | NA | … | … | 2.28 | 7.08 | 11.90 | 4.15 | 11.10 | 3.46 | 10.34 | 2.09 | 3.66 | 8.33 | 5.80 | 5.48 | 3.31 | 8.23 | 7.81 | 4.98 | 8.57 | 8.93 | 13.53 | 5.47 | 9.62 | 2.25 | 5.15 | 4.10 |
| Yield(%) | NA | 5.18 | 3.89 | 4.21 | 3.71 | NA | NA | … | … | 0.01 | 5.53 | 3.31 | 3.03 | 4.65 | 4.80 | 2.60 | 0.57 | 3.02 | 4.96 | 4.94 | 2.58 | 4.99 | 1.81 | 4.27 | 5.94 | 3.88 | 9.39 | 8.28 | 6.52 | 3.12 | 4.24 | 7.01 | 8.82 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| CLASSIC RESORTS LIMITED PROFIT SHARING PLAN and TRUST WITH CASH OR DEFERRED 401K FEATURES Tactical A |
0.10%
Oct 2017 – Oct 2020 |
1.73%
Feb 2015 – Feb 2020 |
3.15%
Oct 2013 – Oct 2023 |
4.92%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CLASSIC RESORTS LIMITED PROFIT SHARING PLAN and TRUST WITH CASH OR DEFERRED 401K FEATURES Tactical A |
22.42%
Oct 2004 – Oct 2007 |
19.32%
Oct 2002 – Oct 2007 |
14.00%
Apr 2001 – Apr 2011 |
10.65%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart