Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Toolhouse 401K Fidelity Tactical Asset Allocation Moderate | 5.92% | 15.98% | 10.32% | 3.97% | 8.09% | 7.73% | 8.35% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Toolhouse 401K Fidelity 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 (%) | 0.04 | 15.98 | 10.32 | 3.97 | 8.09 | 7.73 | 8.35 | … | … | 5.92 | 6.82 | 5.29 | 9.97 | -13.88 | 12.35 | 17.16 | 21.23 | -7.33 | 22.65 | 3.89 | -0.12 | 10.20 | 13.32 | 13.75 | 5.87 | 14.40 | 37.03 | -20.02 | 7.03 | 23.46 | 2.04 | 9.35 | 20.20 | -4.01 | 2.31 |
| Sharpe Ratio | NA | 1.81 | 0.61 | 0.17 | 0.64 | NA | NA | … | … | 0.45 | 0.35 | 0.17 | 0.81 | -1.60 | 1.25 | 1.43 | 2.87 | -0.89 | 4.33 | 0.48 | -0.02 | 1.54 | 1.78 | 1.92 | 0.39 | 0.92 | 2.69 | -1.98 | 0.34 | 2.09 | -0.02 | 0.82 | 2.79 | -0.61 | -2.43 |
| Standard Deviation(%) | NA | 9.92 | 10.53 | 9.87 | 9.42 | NA | NA | … | … | 13.33 | 11.32 | 10.05 | 7.81 | 9.57 | 9.82 | 11.79 | 6.88 | 9.78 | 5.08 | 7.70 | 8.53 | 6.60 | 7.45 | 7.12 | 14.86 | 15.48 | 13.71 | 10.61 | 11.48 | 9.60 | 9.28 | 10.18 | 6.99 | 8.39 | 0.05 |
| Draw Down(%) | NA | 8.24 | 17.95 | 17.95 | 17.95 | NA | NA | … | … | 8.24 | 14.21 | 8.56 | 6.46 | 15.11 | 5.78 | 14.72 | 2.36 | 14.60 | 1.74 | 6.96 | 9.54 | 4.52 | 7.38 | 5.30 | 12.08 | 10.15 | 7.11 | 20.10 | 8.76 | 6.51 | 7.64 | 11.74 | 3.99 | 11.25 | 0.00 |
| Yield(%) | NA | 3.75 | 3.58 | 3.73 | 3.34 | NA | NA | … | … | NA | NA | 0.82 | 3.64 | 2.26 | 4.00 | 3.57 | 5.07 | 2.74 | 2.14 | 2.98 | 3.40 | 3.81 | 3.73 | 3.95 | 3.89 | 2.10 | 1.37 | 0.38 | 8.69 | 4.64 | 3.91 | 3.17 | 3.59 | 1.55 | 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 |
|---|---|---|---|---|
| Toolhouse 401K Fidelity Tactical Asset Allocation Moderate |
-1.21%
Mar 2006 – Mar 2009 |
1.84%
Mar 2004 – Mar 2009 |
5.48%
Mar 2015 – Mar 2025 |
7.26%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Toolhouse 401K Fidelity Tactical Asset Allocation Moderate |
21.46%
Apr 2009 – Apr 2012 |
17.14%
Apr 2009 – Apr 2014 |
12.06%
Apr 2009 – Apr 2019 |
10.57%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart