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 |
|---|---|---|---|---|---|---|---|---|
| ROBINSON COMPANIES RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 19.59% | 2.16% | 9.24% | 7.94% | 6.89% | 6.97% | 6.87% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ROBINSON COMPANIES RETIREMENT 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 (%) | -0.69 | 19.59 | 2.16 | 9.24 | 7.94 | 6.89 | 6.97 | 6.87 | NA | 4.48 | 10.10 | -11.61 | 12.11 | 25.02 | 23.25 | 13.41 | 7.48 | 0.26 | -3.99 | -0.12 | 12.62 | 5.13 | -0.69 | 3.39 | 15.39 | -4.51 | 7.35 | 12.45 | 4.59 | 10.61 | 18.60 | -2.67 | -0.03 |
| Sharpe Ratio | NA | -0.12 | -0.34 | 0.55 | 0.70 | NA | NA | 0.65 | 0.14 | -0.27 | 0.79 | -1.34 | 1.34 | 2.46 | 2.25 | 1.34 | 0.98 | 0.01 | -0.46 | -0.01 | 1.92 | 1.00 | -0.07 | 0.37 | 2.16 | -1.65 | 0.49 | 1.21 | 0.44 | 1.24 | 2.85 | -1.20 | -1.41 |
| Standard Deviation(%) | NA | 7.66 | 8.34 | 8.90 | 8.78 | NA | NA | 7.87 | 0.46 | 7.86 | 7.42 | 9.69 | 9.05 | 10.07 | 9.69 | 9.04 | 7.00 | 8.82 | 8.79 | 11.30 | 6.56 | 5.06 | 9.62 | 9.02 | 7.08 | 3.29 | 8.88 | 7.56 | 5.54 | 7.77 | 6.28 | 3.13 | 1.66 |
| Draw Down(%) | NA | 7.72 | 12.56 | 14.02 | 16.91 | NA | NA | 16.91 | 0.00 | 7.72 | 6.61 | 13.88 | 4.72 | 5.58 | 0.00 | 6.30 | 5.15 | 9.20 | 9.85 | 10.34 | 3.45 | 5.84 | 11.50 | 9.97 | 4.04 | 5.43 | 6.45 | 8.88 | 4.82 | 5.80 | 2.41 | 5.44 | 2.12 |
| Yield(%) | NA | 3.62 | 5.53 | 9.15 | 8.19 | NA | NA | 5.55 | NA | 0.33 | 3.99 | 1.91 | 10.78 | 11.76 | 23.25 | 14.72 | 0.41 | 1.64 | 5.43 | 8.00 | 8.79 | 1.05 | 2.69 | 1.85 | 1.99 | 0.76 | 5.74 | 9.55 | 4.21 | 4.87 | 0.82 | 0.91 | 2.23 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBINSON COMPANIES RETIREMENT PLAN Tactical Asset Allocation Moderate |
-1.30%
Dec 2013 - Dec 2016 |
0.41%
Apr 2011 - Apr 2016 |
3.27%
Jan 2007 - Jan 2017 |
4.55%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ROBINSON COMPANIES RETIREMENT PLAN Tactical Asset Allocation Moderate |
22.59%
May 2018 - May 2021 |
16.06%
Dec 2016 - Dec 2021 |
9.14%
Dec 2011 - Dec 2021 |
7.65%
Aug 2006 - Aug 2021 |
Annualized Rolling Returns Comparison Chart