Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate | 4.83% | 15.96% | 14.06% | 7.49% | 9.64% | 8.12% | 7.25% | … | … |
Data as of 02/27/2026, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal 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 (%) | -0.45 | 15.96 | 14.06 | 7.49 | 9.64 | 8.12 | 7.25 | … | … | 4.83 | 11.96 | 17.14 | 11.06 | -11.89 | 10.54 | 13.27 | 20.73 | -2.79 | 14.79 | 6.43 | 0.80 | 6.33 | 16.51 | 13.87 | -2.82 | 16.54 | 23.62 | -27.30 | 10.40 | 9.14 | 5.84 | 11.63 | 33.03 | -10.04 | 7.21 |
| Sharpe Ratio | NA | 2.09 | 1.28 | 0.45 | 0.72 | NA | NA | … | … | 0.57 | 0.94 | 1.56 | 0.82 | -0.93 | 1.04 | 0.70 | 2.66 | -0.39 | 3.05 | 0.76 | 0.09 | 0.87 | 2.31 | 1.76 | -0.18 | 1.32 | 1.42 | -1.29 | 0.73 | 0.78 | 0.50 | 1.14 | 3.06 | -0.79 | 0.38 |
| Standard Deviation(%) | NA | 8.60 | 9.20 | 10.57 | 10.81 | NA | NA | … | … | 11.19 | 9.63 | 8.68 | 9.02 | 14.30 | 10.13 | 18.68 | 7.24 | 10.77 | 4.63 | 8.16 | 8.66 | 7.21 | 7.12 | 7.84 | 15.51 | 12.43 | 16.57 | 21.89 | 9.97 | 7.37 | 7.18 | 9.37 | 10.54 | 14.15 | 12.67 |
| Draw Down(%) | NA | 6.63 | 9.37 | 19.92 | 20.50 | NA | NA | … | … | 6.63 | 9.37 | 5.58 | 7.69 | 18.51 | 5.52 | 20.50 | 3.26 | 12.60 | 1.62 | 6.98 | 7.29 | 5.43 | 5.58 | 6.37 | 14.84 | 11.03 | 16.89 | 36.02 | 6.99 | 7.69 | 6.10 | 9.22 | 6.66 | 21.51 | 17.12 |
| Yield(%) | NA | 7.72 | 4.22 | 4.05 | 4.48 | NA | NA | … | … | NA | 1.81 | 7.23 | 2.37 | 2.15 | 4.58 | 3.20 | 7.79 | 6.17 | 6.36 | 2.50 | 3.08 | 5.40 | 2.73 | 2.48 | 2.19 | 2.92 | 5.13 | 2.55 | 5.03 | 8.12 | 8.21 | 4.19 | 2.64 | 2.70 | 3.91 |
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 |
|---|---|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
-9.10%
Feb 2006 – Feb 2009 |
-2.41%
Feb 2004 – Feb 2009 |
4.96%
Feb 2006 – Feb 2016 |
5.23%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| A.E. Petsche Co. Inc. 401(k) Profit Sharing Plan Strategic Asset Allocation – Optimal Moderate |
18.95%
Feb 2009 – Feb 2012 |
16.26%
Feb 2009 – Feb 2014 |
11.08%
Feb 2009 – Feb 2019 |
9.98%
Feb 2009 – Feb 2024 |
Annualized Rolling Returns Comparison Chart