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 Asset Allocation Composite Moderate | 2.38% | 12.85% | 12.46% | 5.63% | 7.46% | 6.48% | 8.15% | … | … |
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 Asset Allocation Composite 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 (%) | -0.51 | 12.85 | 12.46 | 5.63 | 7.46 | 6.48 | 8.15 | … | … | 2.38 | 11.35 | 14.59 | 11.20 | -12.85 | 7.60 | 2.97 | 16.94 | -3.30 | 16.22 | 6.91 | -0.30 | 7.06 | 15.92 | 12.21 | -2.76 | 14.31 | 20.12 | 8.89 | 11.37 | 12.28 | 0.78 | 10.26 | 25.44 | -11.60 | -1.20 |
| Sharpe Ratio | NA | 1.71 | 1.01 | 0.25 | 0.49 | NA | NA | … | … | 0.32 | 0.85 | 1.23 | 0.84 | -0.99 | 0.74 | 0.13 | 2.31 | -0.46 | 3.32 | 0.73 | -0.04 | 1.01 | 2.08 | 1.36 | -0.18 | 1.43 | 2.08 | 1.30 | 0.84 | 1.34 | -0.20 | 1.00 | 2.54 | -1.92 | -0.76 |
| Standard Deviation(%) | NA | 8.59 | 9.37 | 10.70 | 11.25 | NA | NA | … | … | 10.88 | 9.90 | 8.88 | 9.02 | 14.35 | 10.26 | 20.95 | 6.69 | 10.27 | 4.70 | 9.14 | 8.79 | 6.97 | 7.63 | 8.91 | 15.16 | 9.91 | 9.64 | 6.10 | 9.84 | 6.64 | 7.56 | 9.24 | 9.73 | 6.62 | 4.78 |
| Draw Down(%) | NA | 6.92 | 10.27 | 23.07 | 27.19 | NA | NA | … | … | 6.92 | 10.12 | 5.61 | 7.78 | 17.98 | 7.48 | 27.19 | 4.07 | 12.08 | 1.45 | 7.40 | 8.95 | 5.18 | 6.06 | 8.65 | 15.05 | 9.77 | 4.66 | 3.38 | 6.52 | 6.80 | 6.42 | 8.90 | 7.74 | 13.62 | 7.18 |
| Yield(%) | NA | 6.18 | 3.51 | 3.50 | 3.67 | NA | NA | … | … | NA | 0.85 | 6.57 | 2.19 | 1.74 | 3.63 | 3.14 | 4.63 | 6.41 | 4.15 | 2.24 | 2.60 | 2.55 | 2.34 | 2.27 | 3.08 | 2.82 | 5.83 | 4.29 | 3.84 | 9.39 | 6.45 | 3.68 | 2.28 | 1.75 | 3.18 |
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 Asset Allocation Composite Moderate |
-1.46%
Sep 2019 – Sep 2022 |
1.23%
Sep 2017 – Sep 2022 |
4.16%
Oct 2013 – Oct 2023 |
6.15%
Mar 2011 – Mar 2026 |
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 Asset Allocation Composite Moderate |
16.69%
Apr 2008 – Apr 2011 |
14.14%
May 2006 – May 2011 |
12.03%
Apr 2003 – Apr 2013 |
10.71%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart