Performance Comparison
Comparison Box

Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
AMERICAN CAPITAL GROUP 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate NA -3.71% 4.55% 2.36% 5.60% 6.83% NA 7.31%
More Performance Analytics Comparison
Name Start Date End Date
AMERICAN CAPITAL GROUP 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate 12/31/2000 12/31/2018
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2018.
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 (%) -0.30 -3.71 4.55 2.36 5.60 6.83 NA 7.31 -6.38 11.60 5.99 -6.24 1.73 16.42 5.50 -0.68 9.43 17.84 0.03 8.43 12.82 6.46 13.88 19.72 1.64 6.54
Sharpe Ratio NA -1.00 0.45 0.11 0.68 NA NA 0.85 -1.00 2.20 1.17 -1.11 0.27 2.39 1.10 -0.07 0.87 2.10 -0.23 0.57 1.27 0.81 1.94 3.76 0.14 1.16
Standard Deviation(%) NA 7.72 6.03 6.00 7.28 NA NA 6.74 7.72 4.99 4.93 5.63 6.26 6.86 4.97 9.51 10.78 8.45 3.90 9.46 7.51 5.27 6.68 5.06 3.93 3.66
Draw Down(%) NA 12.46 12.46 12.46 12.46 NA NA 12.46 12.46 2.35 2.91 10.22 5.79 4.78 4.61 10.89 9.19 4.60 3.35 7.14 8.52 4.59 5.55 2.58 5.49 2.77
Yield(%) NA 2.89 1.93 1.91 2.81 NA NA 3.29 2.87 0.23 2.43 2.13 1.86 3.24 5.11 1.36 4.24 4.53 2.90 4.54 4.05 2.37 2.86 2.69 5.20 6.65
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMERICAN CAPITAL GROUP 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate 0.36%
Dec 2013 - Dec 2016 		2.11%
Nov 2013 - Nov 2018 		5.59%
Nov 2008 - Nov 2018 		6.73%
Nov 2003 - Nov 2018
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
AMERICAN CAPITAL GROUP 401K PROFIT SHARING PLAN AND TRUST Tactical Asset Allocation Moderate 15.30%
Apr 2003 - Apr 2006 		13.02%
Oct 2002 - Oct 2007 		10.14%
Apr 2001 - Apr 2011 		8.18%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart