Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REGAL BELOIT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 33.12% | 11.22% | 10.28% | 7.29% | 7.41% | 7.63% | 7.97% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REGAL BELOIT CORPORATION RETIREMENT SAVINGS 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 (%) | -0.71 | 33.12 | 11.22 | 10.28 | 7.29 | 7.41 | 7.63 | 7.97 | NA | 18.77 | 23.77 | -7.53 | 10.00 | 5.86 | 11.19 | -1.66 | 11.76 | 3.44 | -1.37 | 2.93 | 15.77 | 8.65 | 0.48 | 7.42 | 18.04 | -4.15 | 9.36 | 13.54 | 4.77 | 9.76 | 17.25 | 2.93 | 6.98 |
| Sharpe Ratio | NA | 1.50 | 0.83 | 0.84 | 0.77 | NA | NA | 0.91 | 0.13 | 1.36 | 2.63 | -0.92 | 1.19 | 0.66 | 2.27 | -0.40 | 2.51 | 0.81 | -0.28 | 0.47 | 2.30 | 1.64 | 0.06 | 0.65 | 2.18 | -1.20 | 0.67 | 1.43 | 0.48 | 1.35 | 3.56 | 0.48 | 1.14 |
| Standard Deviation(%) | NA | 8.93 | 8.78 | 8.64 | 7.12 | NA | NA | 6.93 | 6.53 | 8.95 | 7.42 | 9.72 | 8.37 | 8.52 | 4.31 | 7.36 | 4.43 | 4.02 | 4.91 | 6.14 | 6.84 | 5.24 | 7.54 | 11.22 | 8.22 | 4.23 | 9.47 | 7.17 | 5.39 | 6.55 | 4.65 | 3.82 | 4.09 |
| Draw Down(%) | NA | 7.01 | 13.19 | 13.67 | 13.67 | NA | NA | 13.67 | 0.42 | 7.01 | 4.21 | 13.44 | 4.52 | 10.59 | 2.96 | 7.92 | 2.70 | 3.06 | 5.46 | 5.97 | 4.91 | 4.31 | 7.06 | 9.83 | 3.97 | 6.61 | 6.85 | 7.94 | 4.70 | 6.45 | 2.23 | 5.18 | 2.77 |
| Yield(%) | NA | 15.88 | 11.37 | 8.59 | 5.57 | NA | NA | 4.76 | NA | 4.66 | 15.22 | 6.50 | 7.37 | 4.14 | 5.57 | 2.77 | 0.29 | 3.65 | 1.19 | 4.34 | 3.99 | 3.89 | 2.07 | 3.80 | 4.43 | 2.63 | 7.05 | 5.14 | 2.25 | 3.34 | 3.02 | 5.20 | 6.93 |
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 |
|---|---|---|---|---|
| REGAL BELOIT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
0.73%
Oct 2017 - Oct 2020 |
2.91%
Dec 2013 - Dec 2018 |
4.63%
Oct 2010 - Oct 2020 |
5.04%
Jun 2007 - Jun 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REGAL BELOIT CORPORATION RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
14.29%
Nov 2021 - Nov 2024 |
11.62%
Oct 2002 - Oct 2007 |
8.91%
Apr 2001 - Apr 2011 |
7.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart