Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 28.87% | 7.55% | 11.73% | 8.80% | 9.45% | 9.97% | 10.18% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Jennie-O Turkey Store Retirement Savings Plan 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 (%) | -0.74 | 28.87 | 7.55 | 11.73 | 8.80 | 9.45 | 9.97 | 10.18 | NA | 8.54 | 20.60 | -8.99 | 17.01 | 14.13 | 17.58 | -5.90 | 9.22 | 11.48 | 2.11 | 5.29 | 18.94 | 13.54 | -1.60 | 14.49 | 19.13 | -1.46 | 14.05 | 15.34 | 9.37 | 15.74 | 35.61 | 2.12 | -6.56 |
| Sharpe Ratio | NA | 0.25 | 0.16 | 0.51 | 0.57 | NA | NA | 0.83 | 0.01 | 0.17 | 1.83 | -0.79 | 1.58 | 0.66 | 2.20 | -0.71 | 1.64 | 1.23 | 0.22 | 0.62 | 2.34 | 1.48 | -0.10 | 1.32 | 2.48 | -0.63 | 0.96 | 1.48 | 1.17 | 1.95 | 5.62 | 0.21 | -1.45 |
| Standard Deviation(%) | NA | 11.35 | 11.27 | 13.77 | 11.42 | NA | NA | 9.93 | 8.26 | 11.44 | 8.93 | 13.06 | 10.73 | 21.22 | 7.35 | 10.19 | 5.25 | 9.20 | 9.46 | 8.51 | 8.08 | 9.10 | 15.79 | 10.88 | 7.68 | 3.81 | 11.53 | 8.18 | 6.17 | 7.59 | 6.21 | 4.88 | 6.13 |
| Draw Down(%) | NA | 8.48 | 15.67 | 25.12 | 25.12 | NA | NA | 25.12 | 0.72 | 8.48 | 7.69 | 16.13 | 5.46 | 25.12 | 4.62 | 14.32 | 2.13 | 8.32 | 8.85 | 5.51 | 5.02 | 7.20 | 16.15 | 9.73 | 4.26 | 8.36 | 8.01 | 10.80 | 5.32 | 7.25 | 3.23 | 6.74 | 11.70 |
| Yield(%) | NA | 7.12 | 5.81 | 4.99 | 6.39 | NA | NA | 0.00 | NA | 1.15 | 7.71 | 3.38 | 6.92 | 2.72 | 5.81 | 4.68 | 8.71 | 3.85 | 7.58 | 14.25 | 12.59 | 3.44 | 4.64 | 3.04 | 4.36 | 5.02 | 7.88 | 6.41 | 3.38 | 4.27 | 5.17 | 4.29 | 5.87 |
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 |
|---|---|---|---|---|
| Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate |
0.62%
Mar 2017 - Mar 2020 |
3.15%
Mar 2015 - Mar 2020 |
6.34%
Mar 2010 - Mar 2020 |
7.49%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate |
20.77%
Jan 2003 - Jan 2006 |
19.99%
Oct 2002 - Oct 2007 |
13.44%
Sep 2002 - Sep 2012 |
12.12%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart