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 |
|---|---|---|---|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Tactical Asset Allocation Moderate | NA | 15.47% | 2.41% | 6.40% | 6.10% | 8.10% | 9.34% | 9.67% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME 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 (%) | -1.30 | 15.47 | 2.41 | 6.40 | 6.10 | 8.10 | 9.34 | 9.67 | NA | -1.45 | 13.55 | -13.24 | 15.72 | 10.16 | 17.81 | -3.57 | 11.18 | 6.50 | -1.55 | 6.92 | 17.53 | 12.12 | 3.87 | 19.08 | 17.72 | 0.26 | 18.49 | 16.11 | 11.52 | 12.66 | 28.57 | 3.24 | 0.69 |
| Sharpe Ratio | NA | -0.70 | -0.38 | 0.15 | 0.32 | NA | NA | 0.79 | 0.08 | -0.79 | 1.14 | -1.06 | 1.62 | 0.57 | 2.59 | -0.51 | 2.00 | 0.76 | -0.17 | 0.92 | 2.24 | 1.67 | 0.24 | 1.49 | 1.55 | -0.12 | 1.21 | 1.36 | 1.30 | 1.34 | 5.04 | 0.51 | -0.29 |
| Standard Deviation(%) | NA | 10.09 | 10.93 | 12.36 | 10.36 | NA | NA | 9.75 | 7.86 | 10.14 | 8.18 | 13.76 | 9.69 | 17.58 | 6.34 | 9.54 | 5.27 | 8.29 | 9.09 | 7.54 | 7.80 | 7.24 | 15.90 | 12.75 | 11.39 | 5.74 | 12.76 | 9.47 | 7.20 | 8.77 | 5.53 | 4.17 | 5.60 |
| Draw Down(%) | NA | 10.14 | 15.82 | 20.73 | 20.73 | NA | NA | 20.73 | 0.55 | 10.14 | 7.36 | 17.31 | 5.23 | 20.73 | 3.14 | 11.27 | 2.48 | 5.76 | 11.25 | 6.11 | 6.87 | 4.92 | 13.61 | 8.54 | 5.73 | 5.43 | 9.35 | 12.49 | 5.46 | 13.20 | 2.20 | 2.51 | 6.63 |
| Yield(%) | NA | 4.09 | 4.11 | 4.38 | 3.77 | NA | NA | 0.00 | NA | 0.99 | 4.18 | 4.99 | 2.91 | 3.14 | 7.74 | 2.57 | 2.10 | 4.97 | 2.70 | 3.37 | 4.86 | 3.39 | 2.92 | 3.16 | 4.61 | 4.38 | 6.21 | 4.00 | 4.25 | 3.81 | 6.20 | 5.90 | 5.41 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Tactical Asset Allocation Moderate |
-0.98%
Dec 2021 - Dec 2024 |
2.53%
Mar 2015 - Mar 2020 |
5.07%
Dec 2014 - Dec 2024 |
7.25%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Tactical Asset Allocation Moderate |
19.80%
Oct 2004 - Oct 2007 |
18.14%
Oct 2002 - Oct 2007 |
14.14%
Apr 2003 - Apr 2013 |
12.00%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart