Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/31/2018.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| 21ST CENTURY EQUIPMENT LLC 401K PLAN Tactical Asset Allocation Moderate | NA | 12.36% | 10.44% | 9.08% | 11.03% | 10.02% | NA | 8.65% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| 21ST CENTURY EQUIPMENT LLC 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 11/12/2018 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 08/31/2018.
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 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.57 | 12.36 | 10.44 | 9.08 | 11.03 | 10.02 | NA | 8.65 | 2.62 | 14.69 | 7.44 | 0.48 | 7.81 | 20.38 | 14.70 | 1.19 | 18.52 | 20.25 | 0.15 | 6.49 | 9.43 | 8.85 | 9.00 | 10.23 | -8.35 | 3.26 |
| Sharpe Ratio | NA | 0.44 | 1.03 | 0.89 | 1.18 | NA | NA | 0.84 | 0.17 | 3.12 | 0.93 | 0.05 | 1.04 | 2.62 | 1.88 | 0.08 | 1.75 | 2.03 | -0.13 | 0.41 | 0.81 | 0.95 | 1.17 | 1.26 | -1.30 | 0.13 |
| Standard Deviation(%) | NA | 8.59 | 7.39 | 7.63 | 9.10 | NA | NA | 8.38 | 9.08 | 4.51 | 7.81 | 8.81 | 7.52 | 7.76 | 7.77 | 14.47 | 10.55 | 9.93 | 5.90 | 8.57 | 7.59 | 7.04 | 6.90 | 7.60 | 7.28 | 7.49 |
| Draw Down(%) | NA | 6.52 | 8.14 | 8.66 | 12.81 | NA | NA | 14.23 | 6.52 | 1.66 | 6.41 | 7.79 | 4.94 | 5.58 | 5.99 | 12.81 | 8.74 | 5.14 | 5.01 | 5.64 | 7.48 | 4.39 | 6.07 | 7.26 | 11.41 | 8.64 |
| Yield(%) | NA | 3.52 | 3.46 | 3.58 | 4.01 | NA | NA | 0.00 | 0.87 | 4.12 | 2.89 | 4.33 | 2.88 | 4.80 | 4.82 | 2.07 | 4.42 | 4.91 | 8.68 | 7.12 | 3.99 | 2.53 | 2.58 | 2.88 | 4.79 | 7.51 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 21ST CENTURY EQUIPMENT LLC 401K PLAN Tactical Asset Allocation Moderate |
0.65%
Oct 2001 - Oct 2004 |
4.65%
Jul 2001 - Jul 2006 |
6.63%
Sep 2001 - Sep 2011 |
7.62%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| 21ST CENTURY EQUIPMENT LLC 401K PLAN Tactical Asset Allocation Moderate |
15.57%
Feb 2009 - Feb 2012 |
15.45%
Feb 2009 - Feb 2014 |
11.34%
Sep 2008 - Sep 2018 |
10.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart