Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RUDDICK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 24.78% | -0.60% | 4.88% | 5.01% | 5.83% | 7.18% | 7.96% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RUDDICK RETIREMENT AND 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 (%) | -1.03 | 24.78 | -0.60 | 4.88 | 5.01 | 5.83 | 7.18 | 7.96 | NA | 4.40 | 12.92 | -21.06 | 9.66 | 20.24 | 9.20 | -2.17 | 11.70 | 7.09 | -1.09 | 5.08 | 12.15 | 12.69 | 1.12 | 3.74 | 20.44 | -0.53 | 10.45 | 18.46 | 6.85 | 17.75 | 19.96 | 1.68 | 7.70 |
| Sharpe Ratio | NA | -0.13 | -0.49 | 0.15 | 0.32 | NA | NA | 0.76 | -0.04 | -0.22 | 0.85 | -1.55 | 1.08 | 2.45 | 1.41 | -0.43 | 2.47 | 1.18 | -0.19 | 0.80 | 1.67 | 1.97 | 0.13 | 0.33 | 2.00 | -0.24 | 0.76 | 1.95 | 0.65 | 2.16 | 3.58 | 0.12 | 1.06 |
| Standard Deviation(%) | NA | 9.79 | 11.74 | 10.59 | 8.63 | NA | NA | 8.06 | 8.64 | 9.86 | 10.23 | 14.51 | 8.90 | 8.16 | 5.52 | 8.08 | 4.49 | 5.85 | 5.88 | 6.31 | 7.25 | 6.43 | 8.38 | 11.03 | 10.16 | 5.93 | 9.87 | 7.77 | 7.26 | 7.78 | 5.38 | 4.85 | 5.07 |
| Draw Down(%) | NA | 7.90 | 24.04 | 25.53 | 25.53 | NA | NA | 25.53 | 0.85 | 7.90 | 10.74 | 25.53 | 4.32 | 7.08 | 3.25 | 8.86 | 2.52 | 4.32 | 5.62 | 4.66 | 7.02 | 5.37 | 7.73 | 8.65 | 5.11 | 9.09 | 6.85 | 6.31 | 5.15 | 9.52 | 2.92 | 5.80 | 3.95 |
| Yield(%) | NA | 4.25 | 5.56 | 4.92 | 3.60 | NA | NA | 4.47 | NA | 0.85 | 4.12 | 2.91 | 8.83 | 5.70 | 3.12 | 2.10 | 0.35 | 3.81 | 1.98 | 2.92 | 3.27 | 4.49 | 4.01 | 4.24 | 6.30 | 4.08 | 10.46 | 4.83 | 3.54 | 3.55 | 3.94 | 5.58 | 7.90 |
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 |
|---|---|---|---|---|
| RUDDICK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.58%
Apr 2021 - Apr 2024 |
1.54%
Sep 2017 - Sep 2022 |
3.44%
Oct 2013 - Oct 2023 |
5.08%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RUDDICK RETIREMENT AND SAVINGS PLAN Tactical Asset Allocation Moderate |
16.47%
Mar 2003 - Mar 2006 |
15.55%
Oct 2002 - Oct 2007 |
11.27%
Apr 2003 - Apr 2013 |
9.80%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart