Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| RPM International Inc. Union 401(k) Trust and Plan Tactical Asset Allocation Moderate | NA | 21.77% | 4.98% | 7.64% | 5.52% | 6.13% | 6.85% | 7.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| RPM International Inc. Union 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 (%) | -1.07 | 21.77 | 4.98 | 7.64 | 5.52 | 6.13 | 6.85 | 7.38 | NA | 9.28 | 14.13 | -9.67 | 9.93 | 11.48 | 9.70 | -2.42 | 15.32 | 3.21 | -6.15 | 2.06 | 14.81 | 8.29 | 0.36 | 8.42 | 17.02 | -0.02 | 9.72 | 12.68 | 6.26 | 9.72 | 20.67 | 1.77 | 5.98 |
| Sharpe Ratio | NA | 0.34 | 0.01 | 0.47 | 0.47 | NA | NA | 0.79 | 0.07 | 0.26 | 1.27 | -1.13 | 1.17 | 1.24 | 1.99 | -0.47 | 3.00 | 0.87 | -1.10 | 0.35 | 2.17 | 1.36 | 0.04 | 0.79 | 1.90 | -0.17 | 0.73 | 1.26 | 0.70 | 1.29 | 3.97 | 0.16 | 1.06 |
| Standard Deviation(%) | NA | 10.22 | 9.32 | 9.10 | 7.50 | NA | NA | 7.19 | 8.33 | 10.20 | 7.76 | 9.74 | 8.45 | 9.10 | 4.16 | 7.92 | 4.90 | 3.47 | 5.63 | 5.89 | 6.79 | 6.07 | 8.14 | 10.55 | 8.92 | 5.39 | 9.15 | 7.50 | 5.82 | 6.78 | 5.04 | 4.06 | 3.47 |
| Draw Down(%) | NA | 7.38 | 11.71 | 11.71 | 11.71 | NA | NA | 11.71 | 0.60 | 7.37 | 5.68 | 11.71 | 4.36 | 6.48 | 2.35 | 9.23 | 1.38 | 2.85 | 9.74 | 5.49 | 4.84 | 5.11 | 7.24 | 8.79 | 4.88 | 6.63 | 6.53 | 8.99 | 4.52 | 6.04 | 2.62 | 5.93 | 2.76 |
| Yield(%) | NA | 4.05 | 4.46 | 4.41 | 3.57 | NA | NA | 3.91 | NA | 0.77 | 3.75 | 3.45 | 5.67 | 4.07 | 5.23 | 2.96 | 3.83 | 3.18 | 2.18 | 1.48 | 3.47 | 3.98 | 4.31 | 3.73 | 4.85 | 3.72 | 4.47 | 4.21 | 2.88 | 3.43 | 2.63 | 5.16 | 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. Union 401(k) Trust and Plan Tactical Asset Allocation Moderate |
-0.38%
Dec 2013 - Dec 2016 |
2.15%
Dec 2013 - Dec 2018 |
3.86%
Oct 2013 - Oct 2023 |
5.09%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| RPM International Inc. Union 401(k) Trust and Plan Tactical Asset Allocation Moderate |
13.95%
Apr 2003 - Apr 2006 |
12.43%
Oct 2002 - Oct 2007 |
9.59%
Apr 2001 - Apr 2011 |
8.21%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart