Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Tactical Asset Allocation Moderate | NA | 21.69% | 3.95% | 6.79% | 5.36% | 5.82% | 6.62% | 7.24% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPM International Inc. 401(k) Trust and 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 (%) | -1.05 | 21.69 | 3.95 | 6.79 | 5.36 | 5.82 | 6.62 | 7.24 | NA | 9.20 | 13.23 | -12.32 | 9.06 | 12.01 | 9.70 | -1.73 | 16.56 | 3.20 | -5.51 | 1.99 | 14.25 | 7.75 | 0.57 | 6.13 | 16.43 | 0.08 | 10.18 | 12.10 | 4.44 | 12.57 | 20.10 | 3.29 | 5.98 |
| Sharpe Ratio | NA | 0.36 | -0.10 | 0.38 | 0.45 | NA | NA | 0.77 | 0.07 | 0.26 | 1.15 | -1.40 | 1.04 | 1.32 | 2.00 | -0.39 | 3.42 | 0.86 | -1.00 | 0.35 | 2.17 | 1.20 | 0.07 | 0.54 | 1.90 | -0.16 | 0.81 | 1.18 | 0.37 | 1.55 | 3.60 | 0.55 | 1.06 |
| Standard Deviation(%) | NA | 10.12 | 9.30 | 9.11 | 7.47 | NA | NA | 7.21 | 8.49 | 10.11 | 7.80 | 9.76 | 8.69 | 8.93 | 4.15 | 7.85 | 4.66 | 3.47 | 5.53 | 5.72 | 6.56 | 6.42 | 7.93 | 11.11 | 8.59 | 5.28 | 8.92 | 7.48 | 6.08 | 7.52 | 5.39 | 3.95 | 3.47 |
| Draw Down(%) | NA | 7.49 | 13.30 | 13.30 | 13.30 | NA | NA | 13.30 | 0.61 | 7.47 | 6.10 | 13.30 | 4.58 | 6.19 | 2.35 | 8.38 | 1.28 | 2.86 | 9.05 | 5.15 | 4.95 | 5.98 | 6.76 | 9.73 | 4.58 | 6.66 | 5.74 | 9.05 | 5.34 | 6.28 | 3.12 | 5.06 | 2.76 |
| Yield(%) | NA | 3.79 | 4.82 | 4.54 | 3.74 | NA | NA | 4.15 | NA | 0.76 | 3.52 | 3.30 | 7.09 | 3.85 | 5.07 | 3.46 | 4.42 | 3.16 | 2.19 | 1.45 | 3.36 | 3.97 | 4.37 | 4.02 | 4.93 | 3.72 | 4.85 | 5.06 | 3.36 | 4.14 | 3.63 | 5.21 | 6.47 |
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 |
|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Tactical Asset Allocation Moderate |
-0.18%
Dec 2013 - Dec 2016 |
2.64%
Dec 2013 - Dec 2018 |
3.72%
Oct 2013 - Oct 2023 |
4.82%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPM International Inc. 401(k) Trust and Plan Tactical Asset Allocation Moderate |
13.82%
Apr 2003 - Apr 2006 |
12.47%
Oct 2002 - Oct 2007 |
9.49%
Apr 2001 - Apr 2011 |
8.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart