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 |
|---|---|---|---|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 33.55% | 8.11% | 8.55% | 5.50% | 5.47% | 6.35% | 7.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing 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 (%) | -1.07 | 33.55 | 8.11 | 8.55 | 5.50 | 5.47 | 6.35 | 7.14 | NA | 18.72 | 19.54 | -11.31 | 3.25 | 13.34 | 5.85 | -1.55 | 8.82 | 5.47 | -4.36 | -1.33 | 15.83 | 5.16 | -0.28 | 4.98 | 14.10 | 0.44 | 13.51 | 11.62 | 4.34 | 11.02 | 17.00 | 7.75 | 7.98 |
| Sharpe Ratio | NA | 1.32 | 0.50 | 0.59 | 0.48 | NA | NA | 0.72 | 0.08 | 1.17 | 2.00 | -1.23 | 0.32 | 1.40 | 0.98 | -0.35 | 1.43 | 1.20 | -0.81 | -0.22 | 2.19 | 0.90 | -0.03 | 0.45 | 1.68 | -0.09 | 1.11 | 1.11 | 0.36 | 1.30 | 2.87 | 1.47 | 1.10 |
| Standard Deviation(%) | NA | 10.38 | 9.57 | 9.63 | 7.94 | NA | NA | 7.71 | 8.73 | 10.41 | 7.64 | 10.32 | 10.02 | 9.37 | 4.53 | 8.14 | 5.73 | 4.38 | 5.40 | 6.24 | 7.22 | 5.67 | 11.50 | 11.00 | 8.31 | 5.46 | 9.50 | 7.53 | 5.96 | 7.76 | 5.68 | 4.51 | 5.14 |
| Draw Down(%) | NA | 6.93 | 14.43 | 17.12 | 17.12 | NA | NA | 17.12 | 0.67 | 6.93 | 4.42 | 15.23 | 6.50 | 8.95 | 4.31 | 8.54 | 6.20 | 2.60 | 5.81 | 5.72 | 5.11 | 5.36 | 12.25 | 10.03 | 4.18 | 4.88 | 7.01 | 9.13 | 4.53 | 6.54 | 3.40 | 2.56 | 3.88 |
| Yield(%) | NA | 16.56 | 10.61 | 7.89 | 5.10 | NA | NA | 4.72 | NA | 4.21 | 15.85 | 6.65 | 4.22 | 4.91 | 3.34 | 2.06 | 0.32 | 2.49 | 3.01 | 3.18 | 3.18 | 4.18 | 2.15 | 3.87 | 5.31 | 4.11 | 5.46 | 4.56 | 3.21 | 3.09 | 4.03 | 7.04 | 8.08 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.16%
Dec 2013 - Dec 2016 |
0.88%
Oct 2017 - Oct 2022 |
2.50%
Oct 2013 - Oct 2023 |
3.42%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Tactical Asset Allocation Moderate |
12.62%
Oct 2004 - Oct 2007 |
12.35%
Oct 2002 - Oct 2007 |
9.86%
Apr 2001 - Apr 2011 |
7.41%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart