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 Strategic Asset Allocation - Equal Weight Moderate | NA | 9.48% | 6.34% | 7.07% | 5.27% | 7.43% | NA | 6.83% |
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 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/29/2017 |
| 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 (%) | 0.31 | 9.48 | 6.34 | 7.07 | 5.27 | 7.43 | NA | 6.83 | 3.09 | 4.06 | 2.13 | 6.43 | 10.56 | 11.35 | 0.79 | 10.58 | 22.40 | -20.99 | 9.42 | 9.08 | 6.43 | 10.89 | 20.64 | -0.86 | 2.90 |
| Sharpe Ratio | NA | 0.29 | 0.31 | 0.67 | 0.51 | NA | NA | 0.70 | 0.31 | 0.51 | 0.23 | 0.79 | 1.94 | 2.24 | 0.09 | 1.55 | 2.25 | -1.71 | 1.04 | 1.20 | 1.25 | 2.18 | 5.05 | -0.40 | 0.09 |
| Standard Deviation(%) | NA | 7.93 | 8.22 | 7.71 | 8.40 | NA | NA | 7.20 | 7.94 | 7.62 | 9.08 | 8.07 | 5.44 | 5.03 | 8.52 | 6.75 | 9.90 | 12.80 | 6.16 | 4.84 | 3.40 | 4.57 | 3.95 | 4.83 | 6.39 |
| Draw Down(%) | NA | 9.96 | 9.96 | 9.96 | 29.61 | NA | NA | 30.35 | 9.96 | 7.03 | 8.04 | 4.65 | 5.33 | 4.14 | 8.98 | 5.02 | 12.20 | 27.31 | 4.30 | 4.98 | 3.25 | 4.92 | 2.40 | 9.70 | 9.81 |
| Yield(%) | NA | 1.47 | 4.34 | 4.64 | 4.21 | NA | NA | 5.11 | 1.46 | 3.81 | 7.82 | 5.40 | 4.67 | 3.57 | 3.44 | 4.76 | 4.50 | 2.46 | 7.05 | 7.27 | 3.31 | 4.50 | 5.04 | 4.10 | 8.61 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.09%
Feb 2006 - Feb 2009 |
-0.07%
Feb 2004 - Feb 2009 |
4.90%
Nov 2007 - Nov 2017 |
5.67%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.82%
Feb 2009 - Feb 2012 |
12.21%
Mar 2009 - Mar 2014 |
7.60%
Mar 2003 - Mar 2013 |
7.48%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart