Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| DeepSeas 401k Plan Tactical Asset Allocation Moderate | 8.07% | 8.13% | 3.32% | 2.32% | 6.17% | 5.77% | 6.76% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DeepSeas 401k 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 (%) | 0.58 | 8.13 | 3.32 | 2.32 | 6.17 | 5.77 | 6.76 | … | … | 8.07 | -1.98 | -0.74 | 7.59 | -8.81 | 12.90 | 20.55 | 21.62 | -8.30 | 12.62 | 0.50 | -1.96 | 10.56 | 10.01 | 11.84 | 4.41 | 16.60 | 20.01 | -2.65 | 1.21 | 13.01 | 0.40 | 15.63 | 24.41 | -5.65 | -9.85 |
| Sharpe Ratio | NA | 0.59 | -0.12 | -0.07 | 0.42 | NA | NA | … | … | 0.44 | -0.32 | -0.46 | 0.52 | -1.12 | 1.28 | 1.85 | 3.43 | -1.12 | 2.17 | 0.04 | -0.23 | 1.55 | 1.38 | 1.64 | 0.35 | 1.43 | 1.52 | -0.53 | -0.17 | 1.11 | -0.21 | 1.67 | 2.82 | -1.27 | -1.25 |
| Standard Deviation(%) | NA | 13.11 | 11.72 | 10.62 | 9.60 | NA | NA | … | … | 12.11 | 15.41 | 9.45 | 7.60 | 9.16 | 10.06 | 10.95 | 5.87 | 8.64 | 5.52 | 7.47 | 8.77 | 6.80 | 7.25 | 7.16 | 12.48 | 11.53 | 13.10 | 6.82 | 11.65 | 8.64 | 8.72 | 8.79 | 8.40 | 5.34 | 9.78 |
| Draw Down(%) | NA | 9.91 | 20.25 | 20.25 | 20.25 | NA | NA | … | … | 8.32 | 15.19 | 8.87 | 6.02 | 13.19 | 5.51 | 13.05 | 2.45 | 14.13 | 3.07 | 7.68 | 10.01 | 4.80 | 6.34 | 5.55 | 12.18 | 7.62 | 6.00 | 9.50 | 8.19 | 5.47 | 6.40 | 10.04 | 3.94 | 8.00 | 16.84 |
| Yield(%) | NA | 3.55 | 3.43 | 3.73 | 3.39 | NA | NA | … | … | NA | NA | 0.61 | 3.61 | 2.85 | 3.51 | 5.12 | 3.59 | 4.53 | 2.61 | 2.01 | 3.70 | 2.42 | 1.63 | 2.72 | 8.36 | 2.87 | 3.55 | 3.87 | 10.22 | 9.02 | 2.60 | 6.71 | 2.36 | 0.06 | 1.27 |
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 |
|---|---|---|---|---|
| DeepSeas 401k Plan Tactical Asset Allocation Moderate |
-1.80%
Mar 2022 – Mar 2025 |
1.23%
Mar 2021 – Mar 2026 |
4.01%
Mar 2015 – Mar 2025 |
5.27%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DeepSeas 401k Plan Tactical Asset Allocation Moderate |
18.29%
Dec 2018 – Dec 2021 |
14.00%
Jun 2009 – Jun 2014 |
10.24%
Jan 2003 – Jan 2013 |
9.01%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart