Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| S and P Ten Sector Rotation Asset Allocation Composite Moderate | 9.59% | 8.88% | 7.03% | 4.64% | 2.68% | 1.79% | 1.69% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| S and P Ten Sector Rotation Asset Allocation Composite 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 (%) | 1.49 | 8.88 | 7.03 | 4.64 | 2.68 | 1.79 | 1.69 | … | … | 9.59 | 2.08 | 6.12 | 4.24 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.64 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.35 | 0.37 | 0.30 | 0.21 | NA | NA | … | … | 0.56 | -0.10 | 0.56 | 2.03 | -0.72 | -1.31 | -0.64 | -3.65 | -3.68 | -2.05 | -2.07 | -0.49 | -0.95 | -1.27 | -2.23 | -0.47 | -2.23 | -1.08 | -1.11 | -4.18 | -11.86 | -3.16 | -1.87 | -5.17 | -4.84 | -2.43 |
| Standard Deviation(%) | NA | 7.53 | 6.21 | 4.81 | 3.40 | NA | NA | … | … | 9.08 | 8.28 | 4.45 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.03 | 0.03 | 0.01 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 5.76 | 5.76 | 5.76 | 5.76 | NA | NA | … | … | 5.76 | 4.96 | 3.02 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 3.80 | 2.32 | 1.61 | 1.09 | NA | NA | … | … | NA | NA | 1.31 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.64 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.93 | 3.02 | 3.30 | 2.19 | 0.95 | 0.69 | 1.11 | 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 |
|---|---|---|---|---|
| S and P Ten Sector Rotation Asset Allocation Composite Moderate |
0.02%
Sep 2012 – Sep 2015 |
0.03%
Aug 2010 – Aug 2015 |
0.20%
Jan 2008 – Jan 2018 |
0.42%
Oct 2007 – Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| S and P Ten Sector Rotation Asset Allocation Composite Moderate |
6.98%
Feb 2023 – Feb 2026 |
4.64%
Feb 2021 – Feb 2026 |
2.68%
Feb 2016 – Feb 2026 |
1.79%
Feb 2011 – Feb 2026 |
Annualized Rolling Returns Comparison Chart