Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Bayview Asset Management 401K Plan Tactical Asset Allocation Moderate | NA | 16.42% | 5.38% | 10.02% | 6.04% | 7.19% | 8.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bayview Asset Management 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 (%) | -1.39 | 16.42 | 5.38 | 10.02 | 6.04 | 7.19 | 8.73 | … | … | 0.45 | 3.20 | 14.25 | -7.17 | 18.89 | 16.65 | 9.56 | -7.89 | 11.97 | 2.23 | -2.94 | 4.21 | 16.23 | 9.96 | -1.78 | 13.91 | 29.31 | -9.37 | 21.38 | 13.58 | 15.02 | 13.14 | 26.78 | 10.75 | 4.13 |
| Sharpe Ratio | NA | -0.12 | -0.05 | 0.60 | 0.43 | NA | NA | … | … | 0.00 | -0.35 | 1.15 | -1.00 | 2.10 | 1.82 | 1.50 | -1.21 | 2.17 | 0.30 | -0.46 | 0.66 | 2.16 | 1.72 | -0.18 | 1.06 | 2.43 | -1.00 | 1.56 | 1.08 | 1.81 | 1.47 | 4.55 | 2.10 | 0.32 |
| Standard Deviation(%) | NA | 15.51 | 11.41 | 10.52 | 8.69 | NA | NA | … | … | 96.32 | 9.73 | 8.67 | 8.55 | 8.99 | 9.04 | 5.44 | 7.63 | 5.21 | 6.64 | 6.49 | 6.36 | 7.50 | 5.77 | 9.81 | 13.09 | 12.03 | 10.33 | 11.79 | 9.55 | 7.08 | 8.27 | 5.74 | 4.60 | 5.75 |
| Draw Down(%) | NA | 14.49 | 14.49 | 14.49 | 14.49 | NA | NA | … | … | 7.72 | 7.33 | 6.83 | 12.27 | 3.70 | 8.24 | 3.45 | 13.42 | 2.85 | 6.57 | 7.88 | 5.62 | 7.66 | 5.01 | 10.10 | 8.95 | 5.28 | 19.09 | 9.53 | 13.36 | 5.51 | 11.39 | 3.27 | 2.15 | 5.14 |
| Yield(%) | NA | 4.95 | 3.46 | 3.36 | 3.22 | NA | NA | … | … | NA | 1.35 | 4.78 | 2.53 | 2.92 | 2.20 | 3.89 | 2.68 | 0.69 | 3.76 | 4.11 | 4.66 | 5.95 | 4.09 | 4.64 | 2.62 | 3.50 | 2.98 | 7.97 | 7.62 | 4.77 | 5.07 | 5.23 | 4.46 | 6.29 |
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 |
|---|---|---|---|---|
| Bayview Asset Management 401K Plan Tactical Asset Allocation Moderate |
0.21%
Mar 2022 – Mar 2025 |
0.63%
Feb 2015 – Feb 2020 |
4.12%
Apr 2010 – Apr 2020 |
5.56%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bayview Asset Management 401K Plan Tactical Asset Allocation Moderate |
20.55%
Oct 2004 – Oct 2007 |
18.54%
Oct 2002 – Oct 2007 |
13.99%
Apr 2001 – Apr 2011 |
10.66%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart