Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| A.S. HORNER COMPANIES 401K PLAN Tactical Asset Allocation Moderate | NA | 2.86% | 7.02% | 7.84% | 7.05% | 9.52% | 9.76% | … | … |
Data as of 10/31/2023, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A.S. HORNER COMPANIES 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 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 (%) | -0.76 | 2.86 | 7.02 | 7.84 | 7.05 | 9.52 | 9.76 | … | … | 0.42 | 15.84 | -11.43 | 20.16 | 13.27 | 20.78 | -2.64 | 12.12 | 8.74 | 2.46 | 5.50 | 16.25 | 14.88 | 2.08 | 16.48 | 23.52 | 3.08 | 10.90 | 17.29 | 8.05 | 11.80 | 16.53 | 4.59 | 3.18 |
| Sharpe Ratio | NA | 0.84 | 0.48 | 0.70 | 0.70 | NA | NA | … | … | 0.01 | 1.32 | -0.91 | 2.00 | 0.72 | 3.46 | -0.47 | 2.61 | 0.98 | 0.26 | 0.73 | 2.27 | 1.91 | 0.12 | 1.41 | 1.99 | 0.36 | 0.75 | 1.78 | 0.82 | 1.31 | 2.70 | 0.67 | 0.13 |
| Standard Deviation(%) | NA | 9.27 | 11.26 | 12.21 | 10.27 | NA | NA | … | … | 9.27 | 9.24 | 14.17 | 10.05 | 18.02 | 5.58 | 8.63 | 4.39 | 8.70 | 9.18 | 7.50 | 7.13 | 7.76 | 16.40 | 11.63 | 11.79 | 5.96 | 10.40 | 7.79 | 7.09 | 8.25 | 5.86 | 5.18 | 5.97 |
| Draw Down(%) | NA | 7.83 | 17.00 | 21.43 | 21.43 | NA | NA | … | … | 2.60 | 7.83 | 17.00 | 4.21 | 21.43 | 2.34 | 11.25 | 2.00 | 7.12 | 8.87 | 6.24 | 7.83 | 5.19 | 14.45 | 7.37 | 5.63 | 5.01 | 7.11 | 6.56 | 4.87 | 10.72 | 4.15 | 2.56 | 5.90 |
| Yield(%) | NA | 5.40 | 4.04 | 4.45 | 4.60 | NA | NA | … | … | 0.00 | 5.72 | 2.76 | 3.79 | 4.40 | 6.14 | 3.08 | 4.26 | 4.98 | 5.89 | 5.66 | 4.46 | 4.38 | 2.09 | 4.54 | 5.51 | 9.12 | 7.86 | 9.82 | 4.63 | 4.60 | 3.95 | 5.96 | 8.02 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| A.S. HORNER COMPANIES 401K PLAN Tactical Asset Allocation Moderate |
4.81%
Mar 2017 – Mar 2020 |
5.04%
Mar 2015 – Mar 2020 |
7.05%
Oct 2013 – Oct 2023 |
8.85%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A.S. HORNER COMPANIES 401K PLAN Tactical Asset Allocation Moderate |
18.02%
Dec 2018 – Dec 2021 |
15.16%
Apr 2005 – Apr 2010 |
13.21%
Apr 2003 – Apr 2013 |
11.54%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart