Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TASTY BAKING COMPANY 401(k) AND COMPANY FUNDED RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 14.87% | 0.71% | 5.39% | 4.98% | 6.17% | 6.72% | 7.32% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TASTY BAKING COMPANY 401(k) AND COMPANY FUNDED RETIREMENT 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 (%) | -1.30 | 14.87 | 0.71 | 5.39 | 4.98 | 6.17 | 6.72 | 7.32 | NA | -1.29 | 12.90 | -14.40 | 13.79 | 12.65 | 12.48 | -2.57 | 10.23 | 5.82 | -2.49 | 5.52 | 13.43 | 4.87 | 4.42 | 11.08 | 13.96 | -1.06 | 8.16 | 19.86 | 2.06 | 11.14 | 18.90 | 3.66 | 6.77 |
| Sharpe Ratio | NA | -0.69 | -0.50 | 0.18 | 0.34 | NA | NA | 0.73 | 0.00 | -0.78 | 1.15 | -1.59 | 1.63 | 1.49 | 2.41 | -0.52 | 2.02 | 1.10 | -0.40 | 0.95 | 1.86 | 0.88 | 0.51 | 0.77 | 1.63 | -0.45 | 0.50 | 2.13 | -0.02 | 1.34 | 3.49 | 0.52 | 1.21 |
| Standard Deviation(%) | NA | 9.99 | 9.22 | 8.94 | 7.52 | NA | NA | 7.62 | 8.89 | 10.06 | 7.50 | 9.95 | 8.47 | 8.31 | 4.59 | 7.53 | 4.75 | 5.12 | 6.30 | 5.77 | 7.19 | 5.47 | 8.64 | 14.28 | 8.52 | 4.43 | 10.24 | 7.80 | 7.32 | 7.60 | 5.22 | 4.94 | 3.70 |
| Draw Down(%) | NA | 8.48 | 12.42 | 14.92 | 14.92 | NA | NA | 14.92 | 0.80 | 8.48 | 6.22 | 14.92 | 4.22 | 9.02 | 2.39 | 8.51 | 1.75 | 3.63 | 7.33 | 4.44 | 6.16 | 4.91 | 7.18 | 10.21 | 3.98 | 7.63 | 7.16 | 6.01 | 5.99 | 9.82 | 2.50 | 7.56 | 2.94 |
| Yield(%) | NA | 7.40 | 5.09 | 4.16 | 3.32 | NA | NA | 3.50 | NA | 0.83 | 7.43 | 3.57 | 3.56 | 2.07 | 4.21 | 2.07 | 0.24 | 3.15 | 3.16 | 3.73 | 1.97 | 2.67 | 2.36 | 3.27 | 3.55 | 2.98 | 3.21 | 4.05 | 3.74 | 3.68 | 4.80 | 4.04 | 6.11 |
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 |
|---|---|---|---|---|
| TASTY BAKING COMPANY 401(k) AND COMPANY FUNDED RETIREMENT PLAN Tactical Asset Allocation Moderate |
-1.56%
Dec 2021 - Dec 2024 |
3.18%
Dec 2013 - Dec 2018 |
4.17%
Oct 2013 - Oct 2023 |
5.46%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TASTY BAKING COMPANY 401(k) AND COMPANY FUNDED RETIREMENT PLAN Tactical Asset Allocation Moderate |
13.11%
Oct 2004 - Oct 2007 |
12.80%
Oct 2002 - Oct 2007 |
9.87%
Apr 2001 - Apr 2011 |
8.43%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart