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 Strategic Asset Allocation - Equal Weight Moderate | NA | 22.80% | 7.01% | 8.81% | 6.24% | 6.86% | 6.60% | 6.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| America`s Car-Mart, Inc. 401(K) Plan Strategic Asset Allocation - Equal Weight 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 (%) | -0.50 | 22.80 | 7.01 | 8.81 | 6.24 | 6.86 | 6.60 | 6.96 | NA | 5.95 | 17.05 | -5.39 | 13.31 | 10.32 | 13.67 | -8.15 | 10.19 | 4.26 | 0.86 | 2.07 | 14.84 | 13.31 | -2.90 | 10.14 | 26.15 | -23.94 | 9.58 | 13.57 | 8.67 | 12.87 | 24.46 | -3.02 | 1.75 |
| Sharpe Ratio | NA | 0.08 | 0.18 | 0.49 | 0.44 | NA | NA | 0.52 | 0.11 | -0.08 | 1.59 | -0.56 | 1.59 | 0.58 | 1.79 | -0.98 | 1.87 | 0.43 | 0.08 | 0.28 | 2.07 | 1.84 | -0.22 | 0.98 | 1.67 | -1.26 | 0.71 | 1.50 | 1.06 | 1.58 | 3.25 | -0.48 | -0.08 |
| Standard Deviation(%) | NA | 8.51 | 9.75 | 11.47 | 10.06 | NA | NA | 10.21 | 6.90 | 8.55 | 8.06 | 12.12 | 8.34 | 17.39 | 6.84 | 9.69 | 5.12 | 9.55 | 9.94 | 7.38 | 7.14 | 7.19 | 13.36 | 10.23 | 15.61 | 19.80 | 9.23 | 6.86 | 6.16 | 7.56 | 7.32 | 8.60 | 7.21 |
| Draw Down(%) | NA | 6.95 | 13.68 | 23.32 | 23.32 | NA | NA | 36.49 | 0.43 | 6.95 | 5.94 | 13.68 | 4.24 | 23.32 | 3.33 | 15.12 | 3.79 | 8.47 | 11.21 | 7.07 | 6.06 | 6.04 | 14.16 | 8.28 | 16.41 | 33.48 | 6.08 | 7.11 | 4.19 | 6.76 | 6.26 | 14.04 | 8.77 |
| Yield(%) | NA | 5.16 | 5.17 | 4.65 | 4.60 | NA | NA | 4.70 | NA | 0.74 | 5.37 | 3.26 | 6.68 | 4.71 | 2.92 | 4.01 | 0.52 | 5.08 | 8.55 | 5.33 | 4.69 | 4.31 | 2.73 | 4.10 | 4.41 | 5.40 | 8.18 | 5.59 | 4.61 | 3.59 | 3.23 | 3.90 | 6.25 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-6.25%
Feb 2006 - Feb 2009 |
-0.09%
Mar 2015 - Mar 2020 |
3.53%
Mar 2010 - Mar 2020 |
4.00%
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 Strategic Asset Allocation - Equal Weight Moderate |
17.91%
Mar 2003 - Mar 2006 |
14.80%
Oct 2002 - Oct 2007 |
8.89%
Mar 2003 - Mar 2013 |
8.62%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart