Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate | NA | 21.07% | 4.37% | 8.19% | 5.70% | 6.28% | 7.16% | 6.87% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Strategic Asset Allocation - Equal Weight 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 (%) | -1.00 | 21.07 | 4.37 | 8.19 | 5.70 | 6.28 | 7.16 | 6.87 | NA | 5.54 | 14.68 | -8.97 | 8.42 | 16.52 | 19.25 | -7.19 | 8.60 | 1.86 | 0.92 | -1.29 | 12.38 | 13.37 | -6.08 | 14.08 | 31.58 | -23.74 | 15.85 | 18.13 | 14.29 | 11.68 | 25.67 | -10.94 | -1.40 |
| Sharpe Ratio | NA | 0.01 | -0.04 | 0.35 | 0.38 | NA | NA | 0.47 | 0.06 | -0.12 | 1.19 | -0.75 | 0.87 | 0.87 | 2.42 | -0.81 | 1.31 | 0.18 | 0.10 | -0.17 | 1.53 | 1.68 | -0.44 | 1.33 | 1.90 | -1.16 | 1.27 | 1.74 | 1.84 | 1.21 | 3.08 | -1.17 | -0.38 |
| Standard Deviation(%) | NA | 8.69 | 10.69 | 12.52 | 10.73 | NA | NA | 11.07 | 7.52 | 8.72 | 8.77 | 13.77 | 9.61 | 18.66 | 7.38 | 10.49 | 6.07 | 9.06 | 9.37 | 7.87 | 8.09 | 7.90 | 13.79 | 10.51 | 16.58 | 21.24 | 10.12 | 8.53 | 6.59 | 8.87 | 8.11 | 10.31 | 9.87 |
| Draw Down(%) | NA | 6.62 | 15.95 | 22.75 | 22.75 | NA | NA | 35.29 | 0.49 | 6.53 | 6.85 | 15.96 | 5.36 | 22.75 | 4.05 | 14.05 | 5.47 | 10.20 | 11.42 | 8.13 | 7.31 | 7.14 | 16.05 | 7.53 | 16.11 | 35.29 | 7.27 | 10.95 | 5.47 | 9.74 | 8.35 | 19.73 | 15.97 |
| Yield(%) | NA | 4.24 | 3.73 | 3.74 | 4.48 | NA | NA | 4.29 | NA | 0.70 | 4.27 | 2.46 | 3.99 | 4.06 | 3.54 | 4.14 | 0.38 | 3.99 | 10.70 | 6.95 | 4.59 | 5.96 | 5.13 | 4.41 | 3.32 | 4.62 | 5.62 | 3.76 | 2.76 | 3.46 | 3.15 | 3.16 | 3.61 |
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 |
|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
-2.86%
Feb 2006 - Feb 2009 |
0.45%
Dec 2013 - Dec 2018 |
3.23%
Mar 2010 - Mar 2020 |
4.05%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VULCAN MATERIALS COMPANY THRIFT PLAN FOR SALARIED EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
21.45%
Mar 2003 - Mar 2006 |
17.97%
Oct 2002 - Oct 2007 |
11.22%
Mar 2003 - Mar 2013 |
8.87%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart