Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate | NA | -1.76% | 6.34% | 7.42% | 11.52% | NA | NA | 12.21% |
Data as of 08/31/2015, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate | 12/31/2000 | 11/24/2015 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 2.36 | -1.76 | 6.34 | 7.42 | 11.52 | NA | NA | 12.21 | 0.15 | 4.43 | 16.12 | 7.01 | 4.78 | 13.26 | 24.46 | 4.52 | 18.01 | 16.89 | 19.35 | 15.72 | 17.17 | 1.93 | 11.55 |
| Sharpe Ratio | NA | 0.03 | 0.96 | 0.71 | 1.04 | NA | NA | 1.18 | 0.02 | 0.59 | 2.08 | 0.80 | 0.33 | 1.11 | 2.17 | 0.55 | 1.31 | 1.38 | 2.53 | 1.58 | 2.76 | 0.20 | 2.21 |
| Standard Deviation(%) | NA | 8.31 | 7.80 | 9.70 | 10.01 | NA | NA | 8.99 | 8.31 | 7.51 | 7.73 | 8.69 | 14.55 | 11.89 | 11.21 | 6.48 | 11.43 | 9.86 | 6.80 | 9.35 | 5.97 | 4.07 | 4.19 |
| Draw Down(%) | NA | 7.88 | 7.88 | 11.57 | 13.86 | NA | NA | 13.86 | 7.88 | 5.60 | 7.28 | 7.44 | 11.57 | 8.71 | 5.54 | 4.28 | 8.85 | 13.86 | 5.33 | 10.28 | 4.54 | 5.12 | 1.87 |
| Yield(%) | NA | 6.09 | 7.99 | 6.57 | 6.75 | NA | NA | 0.00 | 0.72 | 6.68 | 13.65 | 6.34 | 4.46 | 4.64 | 3.85 | 6.11 | 10.31 | 9.53 | 6.80 | 1.38 | 1.65 | 4.19 | 7.18 |
Data as of 08/31/2015, AR inception is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate |
5.67%
Sep 2012 - Sep 2015 |
6.42%
Sep 2010 - Sep 2015 |
10.85%
Sep 2005 - Sep 2015 |
0.00%
NA |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Ampac Fine Chemicals LLC Bargaining Unit 401(k) Plan Tactical Asset Allocation Moderate |
22.18%
Oct 2004 - Oct 2007 |
18.62%
Apr 2005 - Apr 2010 |
14.93%
Apr 2003 - Apr 2013 |
0.00%
NA |
Annualized Rolling Returns Comparison Chart