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 Strategic Asset Allocation - Optimal Moderate | NA | 22.39% | 0.81% | 5.78% | 5.72% | 7.04% | 6.62% | 7.03% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Optimal 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 (%) | -0.89 | 22.39 | 0.81 | 5.78 | 5.72 | 7.04 | 6.62 | 7.03 | NA | 6.79 | 13.05 | -17.29 | 8.28 | 14.23 | 19.31 | -4.69 | 13.24 | 7.27 | -1.36 | 6.69 | 12.56 | 12.66 | -2.46 | 14.37 | 26.68 | -24.78 | 8.67 | 14.28 | 9.07 | 13.31 | 26.61 | -4.63 | 3.18 |
| Sharpe Ratio | NA | 0.15 | -0.33 | 0.15 | 0.36 | NA | NA | 0.47 | 0.04 | 0.02 | 1.02 | -1.29 | 0.98 | 0.74 | 2.60 | -0.65 | 2.95 | 0.84 | -0.16 | 1.00 | 1.78 | 1.64 | -0.16 | 1.16 | 1.42 | -1.08 | 0.53 | 1.43 | 1.09 | 1.77 | 3.52 | -0.60 | 0.10 |
| Standard Deviation(%) | NA | 8.17 | 10.82 | 12.49 | 10.39 | NA | NA | 11.25 | 6.39 | 8.22 | 8.66 | 14.43 | 8.46 | 18.86 | 6.88 | 9.20 | 4.28 | 8.44 | 8.92 | 6.66 | 7.02 | 7.67 | 15.54 | 12.34 | 18.75 | 23.81 | 10.63 | 7.69 | 6.35 | 6.99 | 7.37 | 9.62 | 8.97 |
| Draw Down(%) | NA | 6.06 | 22.11 | 23.38 | 23.38 | NA | NA | 39.41 | 0.48 | 5.99 | 8.70 | 22.50 | 4.73 | 23.13 | 3.73 | 11.35 | 1.53 | 7.10 | 10.54 | 5.52 | 6.38 | 6.18 | 16.44 | 8.95 | 17.95 | 36.78 | 6.95 | 8.93 | 4.39 | 8.09 | 5.88 | 16.49 | 12.05 |
| Yield(%) | NA | 3.72 | 4.29 | 3.95 | 3.26 | NA | NA | 3.55 | NA | 0.79 | 3.33 | 4.14 | 4.45 | 2.88 | 4.26 | 3.37 | 0.33 | 2.67 | 3.66 | 2.84 | 3.93 | 2.73 | 2.55 | 2.36 | 3.24 | 4.58 | 6.70 | 4.79 | 4.69 | 2.87 | 3.09 | 3.15 | 4.23 |
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 Strategic Asset Allocation - Optimal Moderate |
-7.70%
Feb 2006 - Feb 2009 |
-0.50%
Feb 2004 - Feb 2009 |
4.40%
Oct 2013 - Oct 2023 |
4.26%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MILITARY OFFICERS ASSOCIATION OF AMERICA RETIREMENT INCOME PLAN Strategic Asset Allocation - Optimal Moderate |
19.86%
Feb 2009 - Feb 2012 |
15.77%
Oct 2002 - Oct 2007 |
10.40%
Feb 2009 - Feb 2019 |
8.72%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart