Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN Tactical Asset Allocation Moderate | NA | 4.58% | 2.99% | 4.60% | 5.68% | 8.72% | 8.58% | 10.01% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -1.22 | 4.58 | 2.99 | 4.60 | 5.68 | 8.72 | 8.58 | 10.01 | 2.78 | 14.99 | -13.87 | 9.11 | 15.35 | 15.64 | -0.77 | 11.07 | 9.37 | 0.95 | 5.55 | 30.74 | 14.04 | -3.27 | 16.08 | 21.22 | -1.07 | 8.42 | 10.85 | 4.85 | 16.76 | 42.90 | 9.28 | 6.17 |
| Sharpe Ratio | NA | 1.01 | 0.12 | 0.48 | 0.52 | NA | NA | 0.89 | 0.30 | 1.08 | -1.14 | 0.75 | 0.97 | 1.85 | -0.19 | 1.45 | 0.92 | 0.09 | 0.57 | 3.42 | 1.54 | -0.20 | 1.21 | 2.25 | -0.33 | 0.53 | 0.90 | 0.36 | 1.69 | 4.74 | 1.39 | 0.61 |
| Standard Deviation(%) | NA | 9.84 | 11.78 | 12.02 | 10.88 | NA | NA | 10.20 | 8.30 | 9.93 | 13.39 | 12.07 | 15.63 | 7.69 | 11.10 | 7.21 | 10.00 | 9.75 | 9.66 | 8.98 | 9.11 | 16.46 | 13.20 | 9.39 | 5.97 | 10.20 | 8.40 | 7.36 | 9.36 | 8.90 | 5.87 | 6.37 |
| Draw Down(%) | NA | 9.14 | 21.15 | 21.15 | 21.15 | NA | NA | 21.15 | 1.64 | 9.14 | 20.07 | 6.57 | 18.94 | 4.20 | 14.49 | 3.31 | 7.92 | 8.95 | 6.78 | 3.98 | 7.59 | 15.72 | 11.11 | 4.04 | 5.01 | 6.84 | 7.81 | 5.56 | 8.08 | 4.75 | 4.71 | 5.52 |
| Yield(%) | NA | 2.69 | 10.11 | 8.28 | 7.24 | NA | NA | 0.00 | 0.00 | 2.88 | 3.38 | 24.56 | 7.15 | 3.96 | 4.17 | 9.18 | 4.95 | 7.04 | 5.78 | 8.10 | 6.11 | 2.50 | 2.17 | 4.92 | 8.55 | 5.71 | 5.90 | 6.79 | 5.75 | 4.46 | 5.30 | 7.70 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN Tactical Asset Allocation Moderate |
2.29%
Sep 2019 - Sep 2022 |
3.30%
Sep 2017 - Sep 2022 |
5.68%
Oct 2013 - Oct 2023 |
7.52%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GRANITE CONSTRUCTION PROFIT SHARING AND 401(K) PLAN Tactical Asset Allocation Moderate |
23.19%
Jul 2002 - Jul 2005 |
18.36%
Oct 2002 - Oct 2007 |
14.02%
Apr 2001 - Apr 2011 |
12.49%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart