Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Renovo Resources Employee 401K Tactical Asset Allocation Moderate | 6.71% | 20.90% | 9.99% | 6.38% | 9.22% | 7.88% | 9.36% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Renovo Resources Employee 401K 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 (%) | 0.57 | 20.90 | 9.99 | 6.38 | 9.22 | 7.88 | 9.36 | … | … | 6.71 | 11.95 | 1.21 | 12.12 | -8.87 | 15.75 | 19.61 | 20.30 | -3.38 | 11.87 | 5.57 | -0.43 | 2.38 | 15.21 | 14.22 | 4.16 | 20.40 | 23.99 | -0.24 | 6.74 | 20.22 | 6.64 | 12.16 | 26.50 | -2.35 | 5.93 |
| Sharpe Ratio | NA | 1.88 | 0.61 | 0.31 | 0.61 | NA | NA | … | … | 0.37 | 0.87 | -0.21 | 0.96 | -0.79 | 1.35 | 1.02 | 2.67 | -0.45 | 2.14 | 0.64 | -0.05 | 0.29 | 1.91 | 1.81 | 0.25 | 1.67 | 2.44 | -0.24 | 0.34 | 2.09 | 0.66 | 1.35 | 3.36 | -0.72 | 0.76 |
| Standard Deviation(%) | NA | 9.56 | 10.64 | 11.02 | 11.24 | NA | NA | … | … | 12.24 | 10.36 | 11.57 | 8.81 | 13.08 | 11.67 | 19.03 | 7.06 | 10.53 | 5.23 | 8.38 | 9.23 | 8.21 | 7.93 | 7.84 | 16.75 | 12.14 | 9.80 | 5.02 | 10.56 | 8.03 | 6.68 | 8.30 | 7.66 | 4.83 | 4.62 |
| Draw Down(%) | NA | 8.44 | 16.99 | 16.99 | 23.73 | NA | NA | … | … | 8.44 | 12.74 | 7.78 | 7.58 | 16.05 | 5.86 | 23.73 | 3.74 | 14.90 | 2.87 | 6.43 | 10.19 | 7.03 | 6.76 | 5.73 | 14.00 | 8.31 | 3.83 | 4.50 | 6.67 | 6.04 | 5.11 | 7.29 | 3.61 | 4.98 | 4.24 |
| Yield(%) | NA | 2.23 | 4.00 | 3.79 | 3.66 | NA | NA | … | … | NA | NA | 0.91 | 2.03 | 2.76 | 6.91 | 2.15 | 5.62 | 2.50 | 2.25 | 3.13 | 5.31 | 4.71 | 4.28 | 7.35 | 4.39 | 3.74 | 3.24 | 4.57 | 6.15 | 19.43 | 2.44 | 2.92 | 3.93 | 4.37 | 6.16 |
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 |
|---|---|---|---|---|
| Renovo Resources Employee 401K Tactical Asset Allocation Moderate |
1.00%
Mar 2022 – Mar 2025 |
2.96%
Mar 2015 – Mar 2020 |
6.18%
Mar 2015 – Mar 2025 |
7.40%
Mar 2011 – Mar 2026 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Renovo Resources Employee 401K Tactical Asset Allocation Moderate |
18.77%
Apr 2009 – Apr 2012 |
15.86%
Feb 2009 – Feb 2014 |
13.28%
Apr 2003 – Apr 2013 |
11.17%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart