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 Asset Allocation Composite Moderate | 3.87% | 12.59% | 12.35% | 5.95% | 8.57% | 7.62% | 7.06% | … | … |
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 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 (%) | 0.15 | 12.59 | 12.35 | 5.95 | 8.57 | 7.62 | 7.06 | … | … | 3.87 | 9.79 | 11.96 | 11.97 | -12.94 | 10.64 | 18.27 | 17.93 | -3.47 | 13.45 | 7.20 | -4.95 | 10.79 | 12.31 | 14.24 | 0.81 | 6.59 | 11.25 | -0.32 | 1.50 | 8.95 | 4.32 | 7.19 | 9.19 | -0.78 | 2.31 |
| Sharpe Ratio | NA | 2.05 | 1.00 | 0.38 | 0.78 | NA | NA | … | … | 0.36 | 0.70 | 0.99 | 1.16 | -1.65 | 1.21 | 1.79 | 2.69 | -0.54 | 2.52 | 0.95 | -0.68 | 1.71 | 1.61 | 2.04 | 0.07 | 0.83 | 1.41 | -0.41 | -0.23 | 1.27 | 0.46 | 1.34 | 2.36 | -1.31 | -2.43 |
| Standard Deviation(%) | NA | 8.36 | 9.26 | 8.70 | 8.35 | NA | NA | … | … | 10.73 | 9.85 | 8.40 | 7.18 | 8.70 | 8.77 | 10.04 | 6.12 | 8.98 | 5.08 | 7.33 | 7.36 | 6.28 | 7.64 | 6.94 | 10.51 | 7.80 | 7.90 | 3.12 | 7.22 | 4.36 | 4.48 | 4.64 | 3.59 | 1.47 | 0.05 |
| Draw Down(%) | NA | 6.81 | 13.92 | 15.58 | 15.58 | NA | NA | … | … | 6.81 | 13.40 | 4.64 | 8.82 | 15.56 | 4.55 | 6.65 | 2.68 | 10.97 | 2.04 | 5.71 | 10.31 | 3.76 | 7.99 | 4.90 | 8.80 | 7.12 | 4.46 | 3.84 | 5.02 | 2.76 | 3.01 | 4.16 | 1.17 | 2.30 | 0.00 |
| Yield(%) | NA | 3.99 | 3.71 | 3.62 | 3.37 | NA | NA | … | … | NA | NA | 0.90 | 4.78 | 1.65 | 4.11 | 3.01 | 4.60 | 3.51 | 3.62 | 3.03 | 2.10 | 3.80 | 3.64 | 3.59 | 1.51 | 0.67 | 0.92 | 0.86 | 5.08 | 3.47 | 2.56 | 1.84 | 1.54 | 1.06 | 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 Asset Allocation Composite Moderate |
1.22%
Apr 2021 – Apr 2024 |
3.47%
Jun 2004 – Jun 2009 |
4.37%
Sep 2001 – Sep 2011 |
5.31%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Toolhouse 401K Fidelity Asset Allocation Composite Moderate |
15.56%
Dec 2018 – Dec 2021 |
11.06%
Dec 2016 – Dec 2021 |
9.36%
Sep 2011 – Sep 2021 |
7.92%
Jun 2009 – Jun 2024 |
Annualized Rolling Returns Comparison Chart