Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 24.07% | 4.02% | 9.17% | 7.40% | 7.86% | 7.14% | 7.23% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL 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 (%) | -0.97 | 24.07 | 4.02 | 9.17 | 7.40 | 7.86 | 7.14 | 7.23 | NA | 13.31 | 19.33 | -16.02 | 8.56 | 19.02 | 18.18 | -5.17 | 17.56 | 0.59 | 3.25 | 2.87 | 15.84 | 11.71 | 0.05 | 10.76 | 21.54 | -24.04 | 11.24 | 11.07 | 9.77 | 10.77 | 21.56 | -0.65 | -1.00 |
| Sharpe Ratio | NA | 0.91 | 0.11 | 0.45 | 0.55 | NA | NA | 0.57 | 0.12 | 0.75 | 2.02 | -1.21 | 0.96 | 1.03 | 2.24 | -0.64 | 3.86 | 0.04 | 0.37 | 0.40 | 2.45 | 1.79 | 0.00 | 1.12 | 1.66 | -1.34 | 0.98 | 1.13 | 1.28 | 1.38 | 3.24 | -0.23 | -0.48 |
| Standard Deviation(%) | NA | 8.89 | 10.71 | 12.32 | 10.45 | NA | NA | 9.88 | 7.46 | 8.91 | 7.46 | 14.42 | 8.86 | 18.32 | 7.49 | 10.20 | 4.38 | 8.89 | 8.78 | 7.05 | 6.44 | 6.52 | 12.23 | 9.53 | 12.95 | 18.66 | 8.44 | 6.90 | 5.91 | 7.15 | 6.45 | 7.77 | 6.87 |
| Draw Down(%) | NA | 6.14 | 19.44 | 23.40 | 23.40 | NA | NA | 33.85 | 0.48 | 6.14 | 5.09 | 20.54 | 6.01 | 19.95 | 3.93 | 12.61 | 1.67 | 7.83 | 7.72 | 5.16 | 5.56 | 5.18 | 10.68 | 7.10 | 12.47 | 31.93 | 5.52 | 7.75 | 3.90 | 6.27 | 4.96 | 9.69 | 9.80 |
| Yield(%) | NA | 4.03 | 4.18 | 4.34 | 4.07 | NA | NA | 3.76 | NA | 0.55 | 4.91 | 3.61 | 4.05 | 5.96 | 2.70 | 4.88 | 4.77 | 2.37 | 3.18 | 4.06 | 3.64 | 2.29 | 2.06 | 2.30 | 2.56 | 2.37 | 6.91 | 6.95 | 3.80 | 2.50 | 2.94 | 3.79 | 3.31 |
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 |
|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Strategic Asset Allocation - Equal Weight Moderate |
-5.72%
Feb 2006 - Feb 2009 |
0.26%
Feb 2004 - Feb 2009 |
4.60%
Nov 2006 - Nov 2016 |
4.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| HANDLEMAN COMPANY SALARY DEFERRAL PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.08%
Feb 2009 - Feb 2012 |
13.98%
Feb 2009 - Feb 2014 |
9.29%
Sep 2011 - Sep 2021 |
9.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart