Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| Southwire Company Hourly 401 K Plan Tactical Asset Allocation Moderate | 3.14% | 18.35% | 13.16% | 7.59% | 9.53% | 8.44% | 9.42% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Southwire Company Hourly 401 K 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 (%) | 0.34 | 18.35 | 13.16 | 7.59 | 9.53 | 8.44 | 9.42 | … | … | 3.14 | 16.49 | 8.23 | 13.91 | -11.16 | 20.46 | 7.59 | 19.23 | -7.24 | 10.19 | 14.70 | -1.74 | 8.24 | 17.64 | 15.58 | 1.28 | 15.80 | 22.34 | 3.00 | 9.44 | 11.66 | 7.82 | 13.25 | 12.34 | 0.68 | 1.82 |
| Sharpe Ratio | NA | 2.17 | 1.06 | 0.39 | 0.67 | NA | NA | … | … | 0.25 | 1.34 | 0.52 | 1.32 | -0.90 | 1.86 | 0.37 | 2.80 | -0.91 | 1.80 | 1.59 | -0.20 | 1.14 | 2.46 | 1.99 | 0.09 | 1.58 | 2.33 | 0.34 | 0.71 | 1.20 | 0.88 | 1.58 | 1.70 | -0.08 | -0.09 |
| Standard Deviation(%) | NA | 8.33 | 9.07 | 10.37 | 10.86 | NA | NA | … | … | 9.97 | 10.13 | 8.83 | 7.79 | 13.93 | 11.02 | 19.67 | 6.33 | 9.44 | 5.28 | 9.14 | 8.76 | 7.22 | 7.15 | 7.80 | 14.50 | 9.93 | 9.53 | 5.96 | 8.83 | 6.88 | 6.29 | 7.77 | 6.84 | 5.84 | 6.41 |
| Draw Down(%) | NA | 6.85 | 11.86 | 17.49 | 24.04 | NA | NA | … | … | 6.85 | 10.75 | 4.94 | 6.66 | 17.06 | 4.71 | 24.04 | 3.53 | 14.19 | 2.61 | 7.72 | 8.34 | 5.09 | 4.90 | 5.45 | 12.87 | 8.21 | 4.26 | 5.01 | 5.53 | 7.35 | 4.15 | 6.10 | 6.07 | 4.92 | 8.05 |
| Yield(%) | NA | 2.60 | 3.20 | 3.41 | 4.21 | NA | NA | … | … | NA | NA | 2.06 | 2.51 | 2.50 | 4.18 | 4.88 | 3.88 | 3.93 | 5.03 | 5.48 | 6.67 | 3.46 | 5.39 | 4.60 | 4.40 | 4.12 | 5.46 | 9.12 | 6.83 | 6.48 | 6.62 | 4.84 | 3.35 | 6.07 | 7.41 |
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 |
|---|---|---|---|---|
| Southwire Company Hourly 401 K Plan Tactical Asset Allocation Moderate |
0.31%
Mar 2017 – Mar 2020 |
3.00%
Mar 2015 – Mar 2020 |
6.30%
Oct 2013 – Oct 2023 |
7.85%
Apr 2010 – Apr 2025 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Southwire Company Hourly 401 K Plan Tactical Asset Allocation Moderate |
15.61%
Dec 2018 – Dec 2021 |
14.91%
Nov 2008 – Nov 2013 |
12.08%
Jul 2003 – Jul 2013 |
10.93%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart