Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| American Greetings Retirement Profit Sharing and Savings Plan Tactical Asset Allocation Moderate | NA | -45.07% | -18.92% | -6.93% | 0.27% | 4.39% | 5.31% | 5.93% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| American Greetings Retirement Profit Sharing and 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 (%) | 0.05 | -45.07 | -18.92 | -6.93 | 0.27 | 4.39 | 5.31 | 5.93 | NA | 5.19 | 18.71 | -10.34 | 13.85 | 10.53 | 18.18 | -2.15 | 19.73 | 7.45 | 1.83 | 10.31 | 22.14 | 11.74 | 2.63 | 15.17 | 18.98 | -0.84 | 7.87 | 9.85 | 6.10 | 13.50 | 22.85 | -1.26 | 2.26 |
| Sharpe Ratio | NA | 0.00 | 0.01 | 0.09 | 0.17 | NA | NA | 0.31 | 0.19 | -0.01 | 1.56 | -0.71 | 1.41 | 0.54 | 2.04 | -0.27 | 3.61 | 0.85 | 0.19 | 1.49 | 2.96 | 1.47 | 0.18 | 1.54 | 2.34 | -0.33 | 0.54 | 0.78 | 0.51 | 1.50 | 2.80 | -0.39 | -0.01 |
| Standard Deviation(%) | NA | 111.89 | 65.56 | 51.61 | 37.05 | NA | NA | 24.76 | 5.38 | 111.89 | 9.29 | 16.52 | 9.83 | 18.99 | 8.21 | 13.02 | 5.29 | 8.51 | 9.35 | 6.92 | 7.48 | 7.96 | 14.17 | 9.78 | 8.08 | 5.41 | 9.09 | 8.40 | 7.67 | 8.40 | 7.92 | 6.09 | 7.35 |
| Draw Down(%) | NA | 55.76 | 55.76 | 55.76 | 55.76 | NA | NA | 55.76 | 0.17 | 55.76 | 6.40 | 17.03 | 4.67 | 21.06 | 4.33 | 14.33 | 2.29 | 6.97 | 8.57 | 4.27 | 4.71 | 5.81 | 11.53 | 7.47 | 3.64 | 4.33 | 5.25 | 7.75 | 5.64 | 5.34 | 3.12 | 5.42 | 7.85 |
| Yield(%) | NA | 6.53 | 7.07 | 6.93 | 5.85 | NA | NA | 0.00 | NA | 1.00 | 6.87 | 5.69 | 8.27 | 7.96 | 6.41 | 5.64 | 5.35 | 4.16 | 4.44 | 5.75 | 3.24 | 2.77 | 3.45 | 2.73 | 4.67 | 4.59 | 4.52 | 3.45 | 3.98 | 2.30 | 3.64 | 5.76 | 5.48 |
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 |
|---|---|---|---|---|
| American Greetings Retirement Profit Sharing and Savings Plan Tactical Asset Allocation Moderate |
-18.79%
Oct 2021 - Oct 2024 |
-6.93%
Oct 2019 - Oct 2024 |
0.27%
Oct 2014 - Oct 2024 |
4.41%
Oct 2009 - Oct 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| American Greetings Retirement Profit Sharing and Savings Plan Tactical Asset Allocation Moderate |
16.37%
Sep 2011 - Sep 2014 |
14.73%
Jun 2009 - Jun 2014 |
11.69%
Sep 2008 - Sep 2018 |
11.22%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart