Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 23.44% | -0.20% | 5.75% | 3.71% | 5.13% | 6.01% | 7.11% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE 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 (%) | -1.29 | 23.44 | -0.20 | 5.75 | 3.71 | 5.13 | 6.01 | 7.11 | NA | 2.81 | 10.93 | -19.44 | 18.16 | 14.12 | 13.70 | -5.18 | 4.28 | 0.22 | -2.42 | 0.84 | 12.91 | 8.08 | 2.64 | 10.35 | 18.98 | -7.52 | 10.49 | 21.15 | 3.20 | 12.12 | 21.13 | 10.16 | 6.74 |
| Sharpe Ratio | NA | -0.36 | -0.46 | 0.16 | 0.15 | NA | NA | 0.63 | -0.05 | -0.36 | 0.59 | -1.28 | 1.90 | 1.83 | 2.26 | -0.92 | 0.70 | 0.00 | -0.39 | 0.13 | 1.78 | 1.37 | 0.29 | 0.80 | 2.07 | -1.17 | 0.64 | 2.15 | 0.16 | 1.50 | 3.87 | 2.37 | 0.93 |
| Standard Deviation(%) | NA | 10.30 | 12.85 | 11.39 | 9.06 | NA | NA | 8.41 | 8.65 | 10.37 | 11.28 | 16.22 | 9.57 | 7.60 | 5.45 | 7.04 | 5.19 | 5.34 | 6.22 | 6.22 | 7.25 | 5.85 | 9.05 | 12.77 | 9.11 | 7.22 | 11.70 | 8.30 | 6.58 | 7.47 | 5.28 | 3.82 | 4.77 |
| Draw Down(%) | NA | 9.78 | 21.53 | 23.78 | 23.78 | NA | NA | 23.78 | 1.01 | 9.78 | 11.60 | 23.78 | 4.20 | 10.33 | 2.35 | 10.07 | 3.36 | 4.95 | 8.07 | 5.24 | 7.12 | 4.89 | 8.01 | 9.76 | 4.63 | 13.35 | 7.23 | 7.59 | 4.48 | 8.08 | 3.07 | 2.87 | 4.50 |
| Yield(%) | NA | 4.71 | 6.21 | 5.05 | 4.43 | NA | NA | 4.67 | NA | 0.52 | 4.63 | 6.59 | 6.82 | 1.88 | 5.47 | 4.22 | 0.27 | 1.10 | 7.21 | 5.84 | 3.79 | 4.15 | 2.94 | 3.16 | 4.29 | 3.72 | 7.57 | 9.76 | 2.05 | 2.58 | 4.07 | 6.94 | 7.72 |
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 |
|---|---|---|---|---|
| J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE RETIREMENT PLAN Tactical Asset Allocation Moderate |
-2.79%
Dec 2021 - Dec 2024 |
-0.50%
Dec 2013 - Dec 2018 |
1.85%
Oct 2013 - Oct 2023 |
3.84%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| J.B. HUNT TRANSPORT SERVICES, INC.EMPLOYEE RETIREMENT PLAN Tactical Asset Allocation Moderate |
15.31%
Dec 2018 - Dec 2021 |
14.80%
Oct 2002 - Oct 2007 |
11.06%
Apr 2001 - Apr 2011 |
8.34%
Jun 2001 - Jun 2016 |
Annualized Rolling Returns Comparison Chart