Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| America`s Car-Mart, Inc. 401(K) Plan Tactical Asset Allocation Moderate | NA | 22.72% | 3.50% | 7.25% | 6.70% | 7.90% | 8.80% | 8.88% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| America`s Car-Mart, Inc. 401(K) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | YTD | 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 (%) | -1.08 | 22.72 | 3.50 | 7.25 | 6.70 | 7.90 | 8.80 | 8.88 | NA | 6.20 | 15.28 | -12.68 | 8.28 | 13.65 | 19.75 | -7.25 | 15.98 | 5.94 | 0.95 | 4.83 | 18.47 | 15.35 | -1.12 | 12.57 | 19.62 | 1.92 | 9.91 | 17.05 | 6.75 | 16.53 | 18.68 | -0.95 | 2.43 |
| Sharpe Ratio | NA | 0.13 | -0.08 | 0.26 | 0.44 | NA | NA | 0.75 | 0.09 | -0.03 | 1.39 | -1.11 | 0.81 | 0.76 | 3.17 | -0.89 | 3.67 | 0.63 | 0.10 | 0.57 | 2.45 | 1.94 | -0.07 | 1.27 | 1.98 | 0.17 | 0.72 | 1.76 | 0.71 | 1.96 | 2.45 | -0.35 | 0.02 |
| Standard Deviation(%) | NA | 11.29 | 10.85 | 12.39 | 10.39 | NA | NA | 9.45 | 10.17 | 11.34 | 7.93 | 12.66 | 10.14 | 17.64 | 5.78 | 9.63 | 4.18 | 9.05 | 9.35 | 8.50 | 7.54 | 7.89 | 16.07 | 9.84 | 9.87 | 5.78 | 9.63 | 7.83 | 6.41 | 7.96 | 7.33 | 5.93 | 6.37 |
| Draw Down(%) | NA | 9.65 | 16.04 | 20.68 | 20.68 | NA | NA | 20.68 | 0.79 | 9.65 | 5.44 | 17.02 | 7.20 | 20.68 | 2.89 | 14.14 | 1.26 | 6.82 | 9.29 | 6.28 | 5.16 | 6.51 | 17.43 | 7.65 | 4.62 | 5.01 | 6.23 | 8.82 | 5.00 | 6.72 | 5.87 | 6.75 | 6.95 |
| Yield(%) | NA | 5.56 | 5.19 | 5.23 | 6.07 | NA | NA | 0.00 | NA | 1.17 | 5.90 | 2.24 | 7.15 | 6.85 | 5.10 | 4.53 | 6.38 | 5.12 | 6.54 | 12.13 | 10.38 | 3.88 | 2.20 | 3.78 | 5.64 | 8.91 | 8.33 | 6.06 | 3.72 | 3.13 | 3.09 | 5.09 | 7.48 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| America`s Car-Mart, Inc. 401(K) Plan Tactical Asset Allocation Moderate |
2.25%
Dec 2021 - Dec 2024 |
3.22%
Sep 2017 - Sep 2022 |
5.26%
Oct 2013 - Oct 2023 |
6.98%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| America`s Car-Mart, Inc. 401(K) Plan Tactical Asset Allocation Moderate |
17.40%
Apr 2003 - Apr 2006 |
14.69%
Feb 2003 - Feb 2008 |
12.38%
Mar 2003 - Mar 2013 |
11.02%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart