Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan A Tactical Asset Allocation Moderate | NA | 6.58% | 3.85% | 2.38% | 1.53% | 1.03% | 1.94% | 1.89% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan A Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | 0.17 | 6.58 | 3.85 | 2.38 | 1.53 | 1.03 | 1.94 | 1.89 | NA | 6.58 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.64 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.76 | 8.87 | 11.87 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
| Sharpe Ratio | NA | 0.03 | -0.04 | -0.01 | 0.01 | NA | NA | 0.22 | 0.02 | -0.02 | 0.00 | 0.00 | 0.02 | 0.05 | 1.02 | 1.99 | 0.60 | 0.58 | 0.00 | 0.18 | 0.41 | 0.61 | 0.02 | 0.56 | 0.09 | -0.99 | 0.49 | 1.89 | 0.96 | 0.31 | 0.00 | 0.01 | 0.01 |
| Standard Deviation(%) | NA | 0.55 | 0.38 | 0.32 | 0.23 | NA | NA | 2.62 | 0.00 | 0.55 | 0.29 | 0.06 | 0.00 | 0.02 | 0.01 | 0.01 | 0.01 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 12.02 | 4.55 | 0.02 | 0.02 | 0.00 | 0.01 | 0.05 |
| Draw Down(%) | NA | 0.00 | 0.00 | 0.00 | 0.00 | NA | NA | 9.59 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.16 | 9.59 | 3.60 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Yield(%) | NA | 5.58 | 3.38 | 2.13 | 1.40 | NA | NA | 0.00 | NA | 4.46 | 4.25 | 1.38 | 0.02 | 0.23 | 1.42 | 1.34 | 0.64 | 0.21 | 0.03 | 0.02 | 0.03 | 0.05 | 0.03 | 0.09 | 0.10 | 0.92 | 4.36 | 2.86 | 2.19 | 0.95 | 0.69 | 1.11 | 2.31 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan A Tactical Asset Allocation Moderate |
-2.16%
Oct 2007 - Oct 2010 |
-1.28%
Oct 2007 - Oct 2012 |
-0.57%
Oct 2007 - Oct 2017 |
-0.11%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan A Tactical Asset Allocation Moderate |
10.37%
Oct 2004 - Oct 2007 |
6.42%
Oct 2002 - Oct 2007 |
2.77%
Feb 2001 - Feb 2011 |
1.85%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison Chart