Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ARM 401(k) Plan Tactical Asset Allocation Moderate | 4.94% | 12.62% | 9.27% | 2.92% | 6.50% | 6.11% | 5.80% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARM 401(k) 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 (%) | 0.00 | 12.62 | 9.27 | 2.92 | 6.50 | 6.11 | 5.80 | … | … | 4.94 | 8.65 | 5.43 | 12.14 | -16.40 | 8.85 | 13.04 | 13.66 | -6.65 | 15.43 | 7.83 | -0.41 | 3.74 | 15.16 | 14.54 | 1.65 | 5.27 | 18.53 | -7.46 | 6.89 | 2.21 | 4.10 | 6.91 | 16.13 | 0.54 | 1.95 |
| Sharpe Ratio | NA | 1.71 | 0.65 | 0.05 | 0.47 | NA | NA | … | … | 0.57 | 0.54 | 0.19 | 0.81 | -1.25 | 0.88 | 0.94 | 1.90 | -0.91 | 2.72 | 1.11 | -0.05 | 0.54 | 2.02 | 2.09 | 0.12 | 0.50 | 1.81 | -1.14 | 0.34 | -0.14 | 0.21 | 0.62 | 1.65 | -0.10 | -0.07 |
| Standard Deviation(%) | NA | 8.12 | 10.01 | 10.85 | 10.07 | NA | NA | … | … | 9.04 | 10.61 | 9.33 | 10.51 | 14.31 | 10.07 | 13.62 | 6.42 | 8.80 | 5.42 | 6.87 | 7.97 | 6.87 | 7.49 | 6.94 | 13.47 | 10.40 | 10.17 | 7.36 | 10.93 | 8.70 | 8.70 | 9.61 | 9.35 | 5.84 | 6.59 |
| Draw Down(%) | NA | 6.14 | 13.61 | 22.68 | 22.68 | NA | NA | … | … | 6.14 | 10.38 | 6.63 | 11.37 | 22.28 | 5.61 | 18.39 | 4.81 | 13.58 | 2.21 | 3.88 | 8.35 | 5.10 | 8.19 | 4.92 | 11.29 | 8.37 | 4.56 | 10.03 | 6.92 | 7.76 | 5.80 | 7.02 | 4.26 | 5.87 | 5.87 |
| Yield(%) | NA | 3.61 | 3.57 | 3.35 | 3.21 | NA | NA | … | … | NA | NA | 0.78 | 3.47 | 3.24 | 3.29 | 2.67 | 3.36 | 2.99 | 2.58 | 2.84 | 3.40 | 4.14 | 3.09 | 4.75 | 2.50 | 4.33 | 3.25 | 0.49 | 1.13 | 1.89 | 1.52 | 0.79 | 0.28 | 0.02 | 1.84 |
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 |
|---|---|---|---|---|
| ARM 401(k) Plan Tactical Asset Allocation Moderate |
-2.45%
Apr 2021 – Apr 2024 |
1.16%
Jun 2004 – Jun 2009 |
3.46%
Oct 2013 – Oct 2023 |
4.74%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARM 401(k) Plan Tactical Asset Allocation Moderate |
12.43%
Sep 2011 – Sep 2014 |
12.07%
Jun 2009 – Jun 2014 |
8.35%
Jun 2009 – Jun 2019 |
7.44%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart