Performance Comparison
Portfolio Performance Comparison
| 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 Strategic Asset Allocation - Equal Weight Moderate | NA | 31.97% | 12.61% | 11.39% | 6.40% | 6.77% | 6.44% | 6.30% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan 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 (%) | -0.76 | 31.97 | 12.61 | 11.39 | 6.40 | 6.77 | 6.44 | 6.30 | NA | 15.44 | 20.94 | -0.82 | 6.46 | 12.01 | 13.68 | -5.02 | 3.23 | -2.09 | -0.48 | 2.03 | 13.67 | 10.18 | -0.98 | 10.09 | 21.69 | -22.21 | 10.04 | 12.99 | 9.51 | 11.12 | 20.72 | -4.35 | -4.21 |
| Sharpe Ratio | NA | 1.24 | 0.79 | 0.73 | 0.47 | NA | NA | 0.37 | 0.11 | 1.04 | 2.17 | -0.18 | 0.72 | 0.74 | 1.82 | -0.66 | 0.45 | -0.27 | -0.06 | 0.28 | 2.14 | 0.23 | -0.09 | 1.04 | 1.66 | -1.46 | 0.81 | 1.61 | 1.68 | 1.85 | 3.95 | -0.79 | -0.91 |
| Standard Deviation(%) | NA | 8.42 | 9.67 | 11.11 | 9.65 | NA | NA | 12.69 | 7.23 | 8.48 | 7.71 | 12.20 | 8.99 | 15.99 | 6.76 | 9.52 | 5.79 | 8.62 | 8.50 | 7.21 | 6.37 | 43.77 | 11.83 | 9.62 | 13.04 | 15.90 | 8.74 | 6.05 | 4.37 | 5.51 | 5.06 | 6.91 | 7.18 |
| Draw Down(%) | NA | 5.93 | 11.86 | 21.67 | 21.67 | NA | NA | 32.40 | 0.47 | 5.93 | 3.98 | 12.20 | 4.58 | 21.67 | 3.18 | 11.84 | 4.97 | 7.34 | 8.73 | 5.53 | 4.69 | 28.06 | 12.39 | 8.10 | 11.97 | 29.64 | 6.65 | 7.17 | 3.69 | 5.28 | 4.18 | 14.24 | 13.27 |
| Yield(%) | NA | 15.62 | 10.35 | 8.30 | 5.52 | NA | NA | 4.38 | NA | 4.67 | 14.71 | 7.12 | 4.01 | 6.63 | 3.80 | 4.08 | 0.65 | 0.96 | 4.80 | 3.52 | 5.86 | 2.41 | 2.66 | 1.99 | 2.24 | 3.13 | 5.45 | 6.66 | 3.99 | 3.32 | 2.62 | 2.47 | 3.00 |
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 |
|---|---|---|---|---|
| Hormel Foods Corporation Jennie-O Turkey Store Retirement Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.24%
Feb 2006 - Feb 2009 |
-1.04%
Mar 2015 - Mar 2020 |
2.69%
Mar 2010 - Mar 2020 |
2.87%
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 Strategic Asset Allocation - Equal Weight Moderate |
15.38%
Mar 2003 - Mar 2006 |
13.94%
Oct 2002 - Oct 2007 |
7.95%
Mar 2003 - Mar 2013 |
7.59%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart