Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate | NA | 37.17% | 15.53% | 15.25% | 10.44% | 10.33% | 10.72% | 9.81% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.37 | 37.17 | 15.53 | 15.25 | 10.44 | 10.33 | 10.72 | 9.81 | NA | 20.42 | 31.15 | -3.14 | 17.75 | 6.30 | 16.57 | -6.01 | 9.37 | 10.92 | 2.17 | 5.99 | 18.01 | 13.03 | -0.08 | 10.74 | 18.68 | 2.20 | 14.23 | 13.91 | 8.72 | 16.35 | 16.07 | -5.60 | -5.02 |
| Sharpe Ratio | NA | 1.40 | 1.03 | 0.85 | 0.76 | NA | NA | 0.83 | 0.07 | 1.30 | 3.26 | -0.35 | 1.66 | 0.30 | 1.93 | -0.71 | 1.65 | 1.16 | 0.23 | 0.73 | 2.23 | 1.39 | -0.01 | 0.96 | 2.15 | 3.66 | 0.96 | 1.35 | 1.11 | 1.95 | 2.38 | -1.40 | -1.43 |
| Standard Deviation(%) | NA | 10.60 | 10.77 | 13.29 | 11.17 | NA | NA | 9.77 | 8.21 | 10.66 | 8.25 | 12.88 | 10.71 | 20.46 | 7.85 | 10.31 | 5.31 | 9.21 | 9.37 | 8.16 | 8.06 | 9.31 | 15.36 | 11.11 | 8.63 | 0.35 | 11.70 | 7.90 | 5.93 | 7.91 | 6.47 | 4.78 | 5.13 |
| Draw Down(%) | NA | 7.15 | 12.41 | 25.11 | 25.11 | NA | NA | 25.11 | 0.56 | 7.15 | 4.12 | 12.71 | 5.61 | 25.11 | 4.67 | 14.72 | 2.14 | 8.24 | 8.68 | 5.44 | 4.97 | 7.48 | 14.77 | 9.73 | 4.19 | 0.34 | 8.20 | 10.55 | 5.46 | 7.35 | 4.81 | 8.07 | 11.67 |
| Yield(%) | NA | 18.75 | 13.97 | 9.88 | 8.77 | NA | NA | 0.00 | NA | 9.36 | 18.01 | 8.43 | 6.97 | 2.59 | 5.18 | 4.23 | 8.74 | 3.90 | 7.56 | 14.53 | 12.47 | 3.55 | 4.31 | 2.22 | 2.90 | 2.55 | 8.32 | 5.61 | 3.23 | 4.46 | 2.94 | 2.82 | 3.50 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate |
0.32%
Mar 2017 - Mar 2020 |
2.88%
Mar 2015 - Mar 2020 |
5.96%
Mar 2010 - Mar 2020 |
7.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan Tactical Asset Allocation Moderate |
18.23%
Nov 2021 - Nov 2024 |
15.67%
Nov 2019 - Nov 2024 |
12.09%
Jul 2003 - Jul 2013 |
10.94%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart