Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Hormel Foods Corporation Joint Earnings Profit Sharing Trust Tactical Asset Allocation Moderate | NA | 10.60% | 6.12% | 9.02% | 8.19% | 8.73% | NA | 8.48% |
Data as of 09/29/2017, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hormel Foods Corporation Joint Earnings Profit Sharing Trust Tactical Asset Allocation Moderate | 12/31/2000 | 12/28/2017 |
| 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 (%) | 0.26 | 10.60 | 6.12 | 9.02 | 8.19 | 8.73 | NA | 8.48 | 11.26 | 7.52 | -0.05 | 5.67 | 22.62 | 9.99 | 0.74 | 11.96 | 18.28 | 0.37 | 10.07 | 11.49 | 7.13 | 10.61 | 9.76 | -3.85 | 8.13 |
| Sharpe Ratio | NA | 2.21 | 0.75 | 1.16 | 0.93 | NA | NA | 0.88 | 2.28 | 0.86 | -0.01 | 0.73 | 2.50 | 1.23 | 0.05 | 1.19 | 2.05 | -0.11 | 0.73 | 1.00 | 0.81 | 1.32 | 1.46 | -0.92 | 1.30 |
| Standard Deviation(%) | NA | 4.66 | 7.49 | 7.88 | 9.07 | NA | NA | 8.28 | 4.66 | 8.49 | 8.64 | 7.77 | 9.02 | 8.05 | 15.67 | 10.01 | 8.88 | 4.97 | 9.76 | 8.19 | 6.15 | 7.33 | 6.21 | 5.37 | 4.48 |
| Draw Down(%) | NA | 2.30 | 10.90 | 10.90 | 14.00 | NA | NA | 14.00 | 2.30 | 7.36 | 8.46 | 4.92 | 4.92 | 6.85 | 14.00 | 8.52 | 4.35 | 3.62 | 6.01 | 9.66 | 4.71 | 6.00 | 4.00 | 8.82 | 3.31 |
| Yield(%) | NA | 5.97 | 5.04 | 7.02 | 5.33 | NA | NA | 0.00 | 5.96 | 3.92 | 5.35 | 12.73 | 7.20 | 2.89 | 2.14 | 2.72 | 2.67 | 6.67 | 8.15 | 5.62 | 3.75 | 2.51 | 3.05 | 1.70 | 7.53 |
Data as of 09/29/2017, 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 Joint Earnings Profit Sharing Trust Tactical Asset Allocation Moderate |
2.80%
Aug 2001 - Aug 2004 |
5.58%
Jul 2001 - Jul 2006 |
6.85%
Sep 2001 - Sep 2011 |
7.49%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hormel Foods Corporation Joint Earnings Profit Sharing Trust Tactical Asset Allocation Moderate |
13.64%
Sep 2011 - Sep 2014 |
12.98%
Feb 2009 - Feb 2014 |
10.39%
Aug 2004 - Aug 2014 |
8.95%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart