Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/29/2017.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Tactical Asset Allocation Moderate | NA | 10.00% | 2.87% | 5.98% | 6.79% | 7.21% | NA | 6.41% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Tactical Asset Allocation Moderate | 12/31/2000 | 12/14/2017 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 09/29/2017.
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 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.07 | 10.00 | 2.87 | 5.98 | 6.79 | 7.21 | NA | 6.41 | 10.56 | 5.41 | -4.56 | 0.75 | 16.50 | 12.13 | 5.99 | 8.20 | 12.98 | 4.11 | 5.54 | 6.13 | -0.33 | 11.39 | 17.37 | -4.78 | -1.40 |
| Sharpe Ratio | NA | 1.74 | 0.60 | 0.91 | 1.02 | NA | NA | 0.73 | 1.78 | 1.10 | -0.75 | 0.12 | 2.23 | 2.48 | 0.78 | 0.84 | 1.55 | 0.52 | 0.27 | 0.44 | -0.36 | 1.21 | 2.13 | -1.03 | -0.63 |
| Standard Deviation(%) | NA | 5.49 | 5.49 | 6.07 | 6.82 | NA | NA | 7.06 | 5.59 | 4.75 | 6.09 | 6.22 | 7.37 | 4.86 | 7.63 | 9.63 | 8.30 | 6.15 | 9.47 | 6.43 | 6.85 | 8.63 | 7.82 | 5.73 | 5.88 |
| Draw Down(%) | NA | 2.89 | 8.29 | 9.85 | 9.85 | NA | NA | 12.19 | 2.89 | 3.86 | 8.29 | 5.51 | 6.46 | 3.37 | 4.74 | 8.22 | 4.44 | 5.42 | 7.53 | 6.17 | 7.18 | 7.28 | 3.48 | 7.15 | 7.33 |
| Yield(%) | NA | 1.90 | 1.96 | 2.92 | 3.25 | NA | NA | 3.01 | 0.45 | 3.23 | 1.80 | 2.35 | 4.70 | 5.90 | 2.57 | 3.17 | 3.99 | 4.54 | 2.36 | 3.12 | 3.46 | 3.55 | 0.84 | 0.06 | 2.04 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Tactical Asset Allocation Moderate |
0.45%
Dec 2013 - Dec 2016 |
3.16%
Jul 2001 - Jul 2006 |
5.62%
Jul 2001 - Jul 2011 |
5.73%
May 2001 - May 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| MOSS ADAMS LLP PROFIT SHARING 401K PLAN - PARTNERS AND PRINCIPALS Tactical Asset Allocation Moderate |
12.42%
Nov 2010 - Nov 2013 |
12.03%
Oct 2008 - Oct 2013 |
8.84%
Apr 2003 - Apr 2013 |
7.51%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart