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 Strategic Asset Allocation - Equal Weight Moderate | NA | 24.32% | 5.05% | 9.26% | 6.52% | 7.05% | 6.72% | 7.14% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.95 | 24.32 | 5.05 | 9.26 | 6.52 | 7.05 | 6.72 | 7.14 | NA | 8.40 | 14.26 | -6.23 | 2.73 | 23.03 | 17.02 | -6.40 | 10.12 | 2.53 | 1.21 | 2.96 | 13.54 | 10.10 | -0.46 | 10.80 | 22.49 | -19.65 | 10.36 | 10.14 | 8.60 | 14.05 | 19.04 | -1.31 | 4.96 |
| Sharpe Ratio | NA | 0.38 | 0.12 | 0.48 | 0.49 | NA | NA | 0.57 | 0.09 | 0.21 | 1.18 | -0.60 | 0.29 | 1.34 | 2.39 | -0.87 | 1.97 | 0.29 | 0.14 | 0.41 | 2.06 | 1.66 | -0.04 | 1.13 | 1.52 | -1.10 | 0.98 | 1.04 | 1.21 | 1.91 | 2.93 | -0.31 | 0.34 |
| Standard Deviation(%) | NA | 8.62 | 10.09 | 11.69 | 9.80 | NA | NA | 9.63 | 7.28 | 8.66 | 8.49 | 12.58 | 9.45 | 16.97 | 6.53 | 8.88 | 4.82 | 7.93 | 8.51 | 7.11 | 6.57 | 6.06 | 11.79 | 9.47 | 14.77 | 18.63 | 7.51 | 6.59 | 5.31 | 6.84 | 6.27 | 7.76 | 7.80 |
| Draw Down(%) | NA | 5.82 | 14.39 | 19.91 | 19.91 | NA | NA | 32.74 | 0.50 | 5.82 | 7.36 | 14.39 | 6.44 | 19.91 | 3.21 | 12.98 | 3.12 | 7.58 | 7.29 | 5.82 | 6.08 | 4.49 | 11.54 | 7.08 | 15.83 | 31.15 | 4.69 | 7.61 | 3.65 | 5.95 | 6.34 | 13.11 | 8.74 |
| Yield(%) | NA | 4.37 | 3.92 | 4.54 | 3.93 | NA | NA | 3.93 | NA | 0.69 | 4.51 | 3.45 | 3.57 | 5.56 | 5.17 | 3.96 | 0.41 | 2.55 | 5.31 | 4.36 | 2.63 | 3.46 | 3.17 | 4.06 | 3.31 | 4.75 | 6.62 | 3.98 | 3.55 | 4.21 | 3.00 | 3.50 | 4.54 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.33%
Feb 2006 - Feb 2009 |
0.76%
Feb 2004 - Feb 2009 |
4.34%
Mar 2010 - Mar 2020 |
4.56%
Sep 2007 - Sep 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 Strategic Asset Allocation - Equal Weight Moderate |
16.57%
Feb 2009 - Feb 2012 |
13.86%
Feb 2009 - Feb 2014 |
8.58%
Mar 2003 - Mar 2013 |
8.69%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart