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 |
|---|---|---|---|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Tactical Asset Allocation Moderate | NA | 24.28% | 7.32% | 7.11% | 6.26% | 7.12% | 8.61% | 8.38% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAI CONSULTANTS INC. 401K 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 (%) | -1.17 | 24.28 | 7.32 | 7.11 | 6.26 | 7.12 | 8.61 | 8.38 | NA | 9.52 | 19.83 | -9.89 | 9.04 | 3.14 | 19.35 | -11.42 | 13.53 | 9.46 | 1.96 | 2.27 | 15.17 | 12.74 | 1.21 | 11.18 | 12.93 | 11.65 | 15.18 | 14.00 | 8.66 | 14.77 | 17.73 | 0.10 | -3.46 |
| Sharpe Ratio | NA | 0.49 | 0.23 | 0.26 | 0.39 | NA | NA | 0.65 | 0.08 | 0.32 | 1.77 | -0.85 | 0.81 | 0.14 | 2.55 | -1.10 | 2.36 | 0.95 | 0.22 | 0.28 | 1.93 | 1.39 | 0.08 | 1.02 | 1.27 | 1.68 | 0.93 | 0.96 | 0.98 | 1.66 | 2.13 | -0.14 | -0.74 |
| Standard Deviation(%) | NA | 9.16 | 10.61 | 13.51 | 11.39 | NA | NA | 10.31 | 9.22 | 9.23 | 8.80 | 13.21 | 11.20 | 21.18 | 7.05 | 11.63 | 5.48 | 9.74 | 8.76 | 8.02 | 7.85 | 9.10 | 14.22 | 10.92 | 10.08 | 6.38 | 13.09 | 11.14 | 6.61 | 8.34 | 7.99 | 7.13 | 7.83 |
| Draw Down(%) | NA | 6.47 | 16.80 | 29.22 | 29.22 | NA | NA | 29.22 | 0.68 | 6.47 | 7.41 | 17.58 | 7.09 | 29.22 | 3.03 | 19.25 | 2.70 | 8.22 | 8.38 | 5.83 | 5.67 | 6.67 | 13.63 | 8.60 | 7.37 | 3.12 | 9.78 | 14.98 | 4.14 | 8.15 | 5.22 | 5.49 | 10.32 |
| Yield(%) | NA | 4.78 | 7.63 | 5.92 | 5.65 | NA | NA | 0.00 | NA | 1.92 | 4.78 | 7.12 | 10.44 | 2.05 | 4.07 | 10.04 | 3.56 | 3.39 | 6.43 | 4.42 | 4.62 | 5.81 | 3.52 | 2.37 | 3.44 | 4.55 | 4.92 | 2.61 | 3.63 | 4.95 | 5.07 | 5.35 | 4.38 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Tactical Asset Allocation Moderate |
-1.49%
Mar 2017 - Mar 2020 |
0.01%
Sep 2017 - Sep 2022 |
4.17%
Sep 2012 - Sep 2022 |
5.81%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAI CONSULTANTS INC. 401K PLAN Tactical Asset Allocation Moderate |
17.89%
Apr 2003 - Apr 2006 |
15.45%
Mar 2003 - Mar 2008 |
12.45%
Apr 2003 - Apr 2013 |
11.17%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart