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 Strategic Asset Allocation - Equal Weight Moderate | NA | 5.23% | 2.85% | 4.90% | 4.54% | 6.39% | 5.65% | 5.69% |
Data as of 10/31/2023, 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 Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.51 | 5.23 | 2.85 | 4.90 | 4.54 | 6.39 | 5.65 | 5.69 | 0.96 | 12.55 | -11.32 | 7.45 | 13.96 | 17.23 | -5.27 | 13.32 | 4.61 | 1.91 | 1.87 | 11.68 | 10.29 | -1.81 | 11.61 | 25.69 | -25.06 | 8.80 | 11.30 | 8.68 | 11.51 | 21.23 | -4.06 | 2.02 |
| Sharpe Ratio | NA | 0.63 | 0.08 | 0.45 | 0.49 | NA | NA | 0.47 | 0.10 | 1.10 | -0.98 | 0.88 | 0.76 | 2.28 | -0.74 | 2.89 | 0.48 | 0.21 | 0.26 | 1.75 | 1.40 | -0.14 | 1.08 | 1.76 | -1.25 | 0.67 | 1.02 | 1.08 | 1.51 | 2.69 | -0.52 | -0.04 |
| Standard Deviation(%) | NA | 7.41 | 9.85 | 11.53 | 9.86 | NA | NA | 10.34 | 6.49 | 7.55 | 12.95 | 8.44 | 18.02 | 6.93 | 8.94 | 4.40 | 9.17 | 8.84 | 7.04 | 6.67 | 7.32 | 13.55 | 10.70 | 14.51 | 20.77 | 8.61 | 7.88 | 6.00 | 7.01 | 7.65 | 9.86 | 7.85 |
| Draw Down(%) | NA | 7.45 | 16.82 | 21.95 | 21.95 | NA | NA | 35.12 | 1.38 | 7.45 | 16.46 | 4.63 | 21.95 | 3.62 | 12.07 | 2.50 | 8.44 | 8.75 | 5.40 | 5.50 | 6.74 | 13.93 | 8.58 | 13.43 | 33.68 | 5.64 | 8.87 | 4.57 | 5.22 | 7.38 | 15.65 | 12.05 |
| Yield(%) | NA | 3.22 | 3.97 | 3.89 | 3.56 | NA | NA | 3.37 | 0.13 | 3.31 | 1.76 | 6.85 | 4.62 | 3.06 | 5.27 | 0.36 | 2.60 | 3.81 | 4.13 | 3.86 | 2.40 | 1.70 | 2.14 | 1.37 | 3.10 | 7.62 | 5.49 | 3.44 | 2.83 | 2.04 | 2.10 | 3.56 |
Data as of 10/31/2023, 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.88%
Feb 2006 - Feb 2009 |
-0.21%
Feb 2004 - Feb 2009 |
3.89%
Feb 2006 - Feb 2016 |
3.94%
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 Strategic Asset Allocation - Equal Weight Moderate |
16.81%
Feb 2009 - Feb 2012 |
13.30%
Sep 2002 - Sep 2007 |
8.68%
Feb 2009 - Feb 2019 |
7.44%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart