Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bob Evans Farms, Inc. and Affiliates 401(k) Retirement Plan Tactical Asset Allocation Moderate | NA | 23.50% | 1.40% | 6.21% | 4.99% | 5.62% | 6.37% | 6.44% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bob Evans Farms, Inc. and Affiliates 401(k) Retirement 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 (%) | -1.02 | 23.50 | 1.40 | 6.21 | 4.99 | 5.62 | 6.37 | 6.44 | NA | 5.66 | 14.27 | -17.12 | 6.16 | 21.82 | 8.66 | -4.11 | 12.08 | 4.50 | -2.02 | 2.51 | 13.98 | 6.61 | 3.60 | 4.79 | 17.08 | -3.50 | 9.61 | 13.12 | 6.22 | 9.77 | 18.93 | -2.65 | 1.69 |
| Sharpe Ratio | NA | 0.05 | -0.29 | 0.30 | 0.36 | NA | NA | 0.67 | 0.06 | -0.10 | 1.17 | -1.30 | 0.73 | 2.94 | 1.45 | -0.73 | 2.74 | 1.00 | -0.41 | 0.46 | 2.26 | 1.18 | 0.54 | 0.47 | 2.30 | -1.72 | 0.69 | 1.40 | 0.74 | 1.21 | 3.71 | -0.87 | -1.60 |
| Standard Deviation(%) | NA | 9.00 | 10.94 | 9.84 | 7.90 | NA | NA | 7.06 | 7.55 | 9.04 | 8.53 | 14.27 | 8.38 | 7.33 | 5.01 | 7.39 | 4.17 | 4.29 | 4.98 | 5.47 | 6.18 | 5.55 | 6.67 | 9.96 | 7.38 | 2.58 | 9.65 | 7.03 | 5.50 | 7.28 | 4.92 | 4.34 | 0.39 |
| Draw Down(%) | NA | 7.16 | 22.07 | 23.97 | 23.97 | NA | NA | 23.97 | 0.62 | 7.16 | 8.52 | 23.03 | 4.26 | 6.67 | 3.55 | 9.77 | 2.12 | 3.17 | 5.30 | 4.68 | 4.81 | 5.17 | 4.43 | 8.74 | 3.59 | 4.27 | 6.84 | 8.58 | 4.65 | 5.95 | 2.45 | 7.83 | 0.65 |
| Yield(%) | NA | 5.82 | 4.89 | 4.64 | 3.49 | NA | NA | 3.27 | NA | 0.81 | 5.73 | 3.12 | 5.11 | 5.83 | 3.75 | 4.70 | 0.30 | 2.89 | 1.72 | 2.09 | 1.82 | 2.42 | 3.07 | 2.75 | 2.83 | 1.88 | 5.41 | 5.50 | 3.88 | 2.76 | 3.59 | 1.16 | 2.16 |
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 |
|---|---|---|---|---|
| Bob Evans Farms, Inc. and Affiliates 401(k) Retirement Plan Tactical Asset Allocation Moderate |
-0.28%
Apr 2021 - Apr 2024 |
1.04%
Sep 2017 - Sep 2022 |
3.27%
Oct 2013 - Oct 2023 |
4.09%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bob Evans Farms, Inc. and Affiliates 401(k) Retirement Plan Tactical Asset Allocation Moderate |
13.21%
Apr 2003 - Apr 2006 |
12.93%
Oct 2002 - Oct 2007 |
8.82%
Apr 2003 - Apr 2013 |
7.94%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart