Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| NORTHSHORE MINING COMPANY and SILVER BAY POWER COMPANY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 29.38% | 3.73% | 5.89% | 4.79% | 5.75% | 6.25% | 6.15% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| NORTHSHORE MINING COMPANY and SILVER BAY POWER COMPANY RETIREMENT SAVINGS 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 (%) | -1.31 | 29.38 | 3.73 | 5.89 | 4.79 | 5.75 | 6.25 | 6.15 | NA | 6.56 | 19.31 | -17.92 | 13.89 | 4.18 | 11.19 | -3.89 | 11.51 | 4.00 | -1.71 | 3.07 | 13.74 | 8.32 | 0.49 | 8.19 | 15.32 | -3.74 | 8.87 | 11.66 | 6.00 | 9.55 | 15.82 | -2.88 | 1.60 |
| Sharpe Ratio | NA | 0.12 | -0.11 | 0.14 | 0.25 | NA | NA | 0.50 | 0.04 | 0.00 | 1.22 | -0.92 | 1.22 | 0.41 | 1.74 | -0.70 | 1.98 | 0.73 | -0.33 | 0.48 | 2.01 | 1.30 | 0.06 | 0.70 | 1.89 | -1.75 | 0.60 | 1.00 | 0.61 | 1.13 | 2.75 | -1.02 | -0.29 |
| Standard Deviation(%) | NA | 12.74 | 15.92 | 14.01 | 10.74 | NA | NA | 8.81 | 9.55 | 12.81 | 12.32 | 21.09 | 11.36 | 9.54 | 5.63 | 7.45 | 5.51 | 5.19 | 5.33 | 6.42 | 6.84 | 6.36 | 7.89 | 11.50 | 8.07 | 2.67 | 9.88 | 8.36 | 6.28 | 7.60 | 5.51 | 3.93 | 2.44 |
| Draw Down(%) | NA | 10.76 | 23.40 | 25.07 | 25.07 | NA | NA | 25.07 | 0.66 | 10.54 | 11.36 | 24.53 | 7.21 | 15.98 | 3.78 | 9.75 | 4.09 | 4.69 | 5.33 | 5.83 | 4.60 | 6.10 | 6.95 | 10.02 | 4.33 | 5.59 | 6.86 | 9.94 | 4.99 | 5.86 | 2.49 | 6.11 | 2.63 |
| Yield(%) | NA | 3.66 | 6.81 | 5.69 | 4.31 | NA | NA | 3.47 | NA | 0.00 | 3.88 | 3.24 | 13.65 | 5.07 | 3.19 | 3.63 | 0.39 | 3.97 | 3.46 | 3.05 | 3.03 | 1.95 | 1.84 | 2.36 | 1.70 | 1.49 | 6.28 | 4.38 | 3.48 | 2.43 | 2.10 | 1.42 | 3.81 |
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 |
|---|---|---|---|---|
| NORTHSHORE MINING COMPANY and SILVER BAY POWER COMPANY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-2.75%
Sep 2019 - Sep 2022 |
-1.04%
Sep 2017 - Sep 2022 |
2.66%
Oct 2013 - Oct 2023 |
3.50%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| NORTHSHORE MINING COMPANY and SILVER BAY POWER COMPANY RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.45%
Oct 2004 - Oct 2007 |
11.22%
Oct 2002 - Oct 2007 |
8.29%
Mar 2003 - Mar 2013 |
7.55%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart