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 B Tactical Asset Allocation Moderate | NA | -1.08% | 5.69% | 5.09% | 8.50% | 8.28% | NA | 6.59% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan B Tactical Asset Allocation Moderate | 12/31/2000 | 01/10/2019 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 0.19 | -1.08 | 5.69 | 5.09 | 8.50 | 8.28 | NA | 6.59 | 1.80 | -3.72 | 11.60 | 9.28 | -0.53 | 4.81 | 17.52 | 10.76 | 3.24 | 10.20 | 18.36 | 1.05 | 12.51 | 9.91 | 6.28 | 11.87 | 5.64 | -6.63 | -7.76 |
| Sharpe Ratio | NA | -0.59 | 0.89 | 0.48 | 0.82 | NA | NA | 0.60 | 0.17 | -0.56 | 2.04 | 1.04 | -0.06 | 0.55 | 2.11 | 1.30 | 0.21 | 1.02 | 1.99 | 0.02 | 0.92 | 0.80 | 0.63 | 1.32 | 0.65 | -1.17 | -1.16 |
| Standard Deviation(%) | NA | 9.09 | 7.81 | 8.36 | 9.47 | NA | NA | 8.77 | 10.17 | 9.01 | 5.38 | 8.73 | 9.30 | 8.65 | 8.29 | 8.20 | 15.14 | 9.94 | 9.17 | 5.07 | 10.38 | 8.32 | 6.48 | 8.30 | 7.62 | 6.59 | 8.69 |
| Draw Down(%) | NA | 11.02 | 11.02 | 11.44 | 12.30 | NA | NA | 19.61 | 0.85 | 11.02 | 2.55 | 8.24 | 9.23 | 6.53 | 4.57 | 6.57 | 12.30 | 7.55 | 4.48 | 4.04 | 7.03 | 10.49 | 4.25 | 5.86 | 6.86 | 8.81 | 10.29 |
| Yield(%) | NA | 7.95 | 5.67 | 5.60 | 4.22 | NA | NA | 0.00 | 0.01 | 8.05 | 5.71 | 3.25 | 6.80 | 4.16 | 4.46 | 3.20 | 1.89 | 2.49 | 2.25 | 6.31 | 5.58 | 5.16 | 2.14 | 1.51 | 0.41 | 0.37 | 0.28 |
Data as of 10/31/2018, 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 B Tactical Asset Allocation Moderate |
-1.76%
Aug 2001 - Aug 2004 |
2.51%
Feb 2001 - Feb 2006 |
5.67%
Sep 2001 - Sep 2011 |
6.06%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hormel Foods Corporation Tax Deferred Investment Plan B Tactical Asset Allocation Moderate |
13.26%
Oct 2004 - Oct 2007 |
12.75%
Feb 2009 - Feb 2014 |
10.21%
Aug 2004 - Aug 2014 |
9.18%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart