Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Tactical Asset Allocation Moderate | 84.52% | 16.23% | 33.37% | 16.50% | 12.31% | 8.73% | 8.76% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Tactical Asset Allocation Moderate | 12/31/2000 | 05/01/2026 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | YTD | 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 (%) | -2.24 | 16.23 | 33.37 | 16.50 | 12.31 | 8.73 | 8.76 | … | … | 84.52 | -29.07 | 65.05 | 12.01 | -17.15 | 9.56 | 15.48 | 6.82 | -1.20 | 15.31 | 4.17 | -3.73 | 1.35 | 12.97 | 3.13 | -2.70 | 5.45 | 17.36 | -6.64 | 16.29 | 18.26 | 9.71 | 9.80 | 24.99 | 3.10 | 2.31 |
| Sharpe Ratio | NA | 2.13 | 0.68 | 0.41 | 0.41 | NA | NA | … | … | 1.02 | -0.60 | 1.91 | 1.02 | -1.34 | 1.10 | 1.78 | 1.19 | -0.39 | 3.66 | 0.92 | -0.80 | 0.22 | 2.08 | 0.59 | -0.34 | 0.61 | 2.13 | -1.56 | 1.27 | 1.93 | 1.31 | 1.05 | 5.03 | 0.67 | -2.43 |
| Standard Deviation(%) | NA | 60.38 | 50.20 | 40.00 | 28.90 | NA | NA | … | … | 103.95 | 53.50 | 32.11 | 8.19 | 13.89 | 8.70 | 8.55 | 4.51 | 6.67 | 4.00 | 4.29 | 4.73 | 6.13 | 6.21 | 5.17 | 8.11 | 8.76 | 8.10 | 4.89 | 10.33 | 7.68 | 5.67 | 8.43 | 4.83 | 2.90 | 0.05 |
| Draw Down(%) | NA | 16.51 | 49.09 | 49.09 | 49.09 | NA | NA | … | … | 16.51 | 49.09 | 4.33 | 8.80 | 22.64 | 5.37 | 8.85 | 3.50 | 7.13 | 1.69 | 3.85 | 6.43 | 5.24 | 4.80 | 5.42 | 8.93 | 7.70 | 3.74 | 7.36 | 8.35 | 10.57 | 5.29 | 9.61 | 2.36 | 3.70 | 0.00 |
| Yield(%) | NA | 2.86 | 4.04 | 3.62 | 2.94 | NA | NA | … | … | NA | NA | 0.49 | 2.75 | 2.25 | 6.58 | 2.58 | 3.85 | 3.32 | 2.12 | 1.51 | 1.42 | 3.11 | 3.30 | 1.79 | 1.76 | 2.11 | 1.51 | 1.48 | 7.15 | 6.59 | 3.43 | 2.38 | 3.89 | 0.59 | 2.31 |
Data as of 02/27/2026, 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 |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Tactical Asset Allocation Moderate |
-0.62%
Apr 2021 – Apr 2024 |
1.29%
Sep 2017 – Sep 2022 |
2.91%
Oct 2013 – Oct 2023 |
3.20%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Northpoint Recovery Profit Sharing 401k Plan Tactical Asset Allocation Moderate |
36.67%
Apr 2023 – Apr 2026 |
18.48%
Apr 2021 – Apr 2026 |
13.26%
Apr 2016 – Apr 2026 |
9.22%
Apr 2011 – Apr 2026 |
Annualized Rolling Returns Comparison Chart