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 Strategic Asset Allocation – Optimal Moderate | 3.18% | 12.80% | 12.69% | 5.39% | 8.18% | 7.02% | 6.30% | … | … |
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 Strategic Asset Allocation – Optimal 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 (%) | 0.11 | 12.80 | 12.69 | 5.39 | 8.18 | 7.02 | 6.30 | … | … | 3.18 | 10.85 | 13.33 | 13.12 | -16.23 | 8.52 | 13.53 | 20.98 | -5.43 | 16.26 | 4.74 | -0.85 | 8.33 | 11.92 | 14.98 | -2.91 | 12.74 | 25.06 | -23.48 | 6.26 | 6.89 | 4.09 | 6.11 | 15.44 | -15.12 | -6.44 |
| Sharpe Ratio | NA | 2.15 | 1.01 | 0.29 | 0.59 | NA | NA | … | … | 0.33 | 0.77 | 1.15 | 1.06 | -1.30 | 0.99 | 0.70 | 3.13 | -0.75 | 3.64 | 0.57 | -0.11 | 1.32 | 1.62 | 1.85 | -0.20 | 1.02 | 1.29 | -1.05 | 0.32 | 0.55 | 0.30 | 0.76 | 1.54 | -1.05 | -0.62 |
| Standard Deviation(%) | NA | 8.44 | 9.50 | 10.14 | 10.41 | NA | NA | … | … | 10.53 | 10.30 | 8.46 | 8.91 | 13.57 | 8.60 | 18.95 | 6.23 | 9.11 | 4.29 | 7.98 | 8.35 | 6.30 | 7.33 | 8.06 | 14.62 | 12.43 | 19.40 | 23.18 | 9.70 | 6.34 | 6.17 | 6.74 | 9.57 | 15.46 | 14.35 |
| Draw Down(%) | NA | 6.92 | 14.01 | 23.05 | 23.78 | NA | NA | … | … | 6.92 | 13.85 | 4.77 | 8.68 | 22.69 | 4.76 | 23.78 | 2.80 | 11.79 | 1.65 | 6.93 | 8.40 | 4.72 | 7.94 | 6.85 | 13.92 | 9.82 | 15.78 | 31.93 | 5.65 | 4.99 | 3.93 | 5.36 | 6.99 | 21.34 | 20.92 |
| Yield(%) | NA | 3.82 | 3.22 | 3.50 | 3.41 | NA | NA | … | … | NA | NA | 0.87 | 3.46 | 2.18 | 3.34 | 3.25 | 4.80 | 3.28 | 3.30 | 3.31 | 3.52 | 3.65 | 2.98 | 3.61 | 1.84 | 0.65 | 0.85 | 2.08 | 7.75 | 3.13 | 1.65 | 1.39 | 1.04 | 0.74 | 0.96 |
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 Strategic Asset Allocation – Optimal Moderate |
-8.37%
Feb 2006 – Feb 2009 |
-3.31%
Feb 2004 – Feb 2009 |
2.56%
Dec 2001 – Dec 2011 |
3.40%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Toolhouse 401K Fidelity Strategic Asset Allocation – Optimal Moderate |
18.22%
Feb 2009 – Feb 2012 |
15.01%
Feb 2009 – Feb 2014 |
10.02%
Feb 2009 – Feb 2019 |
8.76%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart