Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT PLAN Tactical Asset Allocation Moderate | NA | 21.77% | -0.65% | 5.49% | 4.02% | 4.06% | 5.15% | 5.47% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT 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 (%) | -1.52 | 21.77 | -0.65 | 5.49 | 4.02 | 4.06 | 5.15 | 5.47 | NA | 1.86 | 9.04 | -17.94 | 8.96 | 16.37 | 13.75 | -4.05 | 8.82 | 1.96 | -2.88 | -1.18 | 15.87 | 6.82 | -7.28 | 3.38 | 13.48 | -4.35 | 9.92 | 11.32 | 11.41 | 12.09 | 17.02 | 0.83 | 0.51 |
| Sharpe Ratio | NA | -0.21 | -0.52 | 0.05 | 0.15 | NA | NA | 0.35 | 0.06 | -0.33 | 0.44 | -1.65 | 0.61 | 1.05 | 1.35 | -0.49 | 1.12 | 0.36 | -0.60 | -0.19 | 2.27 | 1.28 | -0.39 | 0.21 | 1.23 | -1.77 | 0.60 | 0.96 | 1.15 | 1.17 | 2.54 | -0.06 | -0.37 |
| Standard Deviation(%) | NA | 14.28 | 12.44 | 13.56 | 11.06 | NA | NA | 10.25 | 11.92 | 14.31 | 10.98 | 11.69 | 14.72 | 15.43 | 9.17 | 10.90 | 7.29 | 4.93 | 4.86 | 6.38 | 6.97 | 5.29 | 18.95 | 15.98 | 10.91 | 2.98 | 11.48 | 8.43 | 8.01 | 9.52 | 6.42 | 4.55 | 4.90 |
| Draw Down(%) | NA | 12.51 | 19.42 | 23.27 | 23.27 | NA | NA | 23.27 | 0.75 | 12.51 | 11.94 | 19.09 | 8.67 | 16.55 | 6.95 | 12.81 | 5.64 | 4.10 | 5.36 | 6.26 | 4.84 | 4.26 | 20.85 | 17.26 | 5.62 | 4.73 | 8.11 | 9.16 | 4.55 | 7.21 | 2.63 | 4.68 | 6.07 |
| Yield(%) | NA | 4.91 | 4.62 | 4.88 | 3.60 | NA | NA | 2.89 | NA | 0.07 | 5.26 | 2.83 | 6.24 | 4.39 | 6.14 | 4.98 | 0.15 | 1.74 | 2.58 | 2.01 | 2.44 | 1.64 | 1.03 | 1.63 | 1.03 | 0.79 | 3.79 | 4.98 | 3.83 | 2.99 | 1.81 | 1.04 | 3.16 |
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 |
|---|---|---|---|---|
| SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT PLAN Tactical Asset Allocation Moderate |
-3.04%
Dec 2021 - Dec 2024 |
-0.21%
Apr 2011 - Apr 2016 |
1.16%
Apr 2010 - Apr 2020 |
2.99%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| SPARTECH CORPORATION 401(k) SAVINGS & INVESTMENT PLAN Tactical Asset Allocation Moderate |
16.11%
Apr 2003 - Apr 2006 |
13.18%
Oct 2002 - Oct 2007 |
8.39%
Apr 2001 - Apr 2011 |
6.56%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart