Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| AFGWU Local 1028 401(k) Retirement Plan for Employees of AVX Corporation in Raleigh, North Carolina Tactical Asset Allocation Moderate | NA | 24.57% | 4.68% | 8.45% | 5.71% | 6.37% | 6.36% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| AFGWU Local 1028 401(k) Retirement Plan for Employees of AVX Corporation in Raleigh, North Carolina 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 | Common | Inception | 2025 | 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 (%) | -1.14 | 24.57 | 4.68 | 8.45 | 5.71 | 6.37 | 6.36 | … | … | 0.46 | 9.87 | 11.19 | -11.47 | 18.88 | 13.49 | 10.22 | -3.93 | 4.76 | 5.09 | -0.53 | 3.21 | 15.95 | 7.58 | 0.35 | 8.21 | 17.66 | 0.23 | 7.95 | 8.68 | 1.12 | 5.88 | 13.26 | 2.45 | 8.65 |
| Sharpe Ratio | NA | 0.45 | -0.09 | 0.54 | 0.50 | NA | NA | … | … | 0.05 | 0.38 | 0.77 | -0.86 | 2.29 | 1.72 | 2.25 | -1.20 | 1.19 | 1.41 | -0.14 | 0.84 | 2.96 | 1.40 | 0.04 | 1.09 | 2.63 | -0.10 | 0.68 | 1.26 | -0.25 | 1.02 | 2.81 | 0.26 | 1.17 |
| Standard Deviation(%) | NA | 8.56 | 11.20 | 10.04 | 7.59 | NA | NA | … | … | 7.94 | 8.57 | 9.00 | 14.90 | 8.22 | 7.69 | 3.92 | 4.36 | 3.46 | 3.47 | 3.87 | 3.79 | 5.38 | 5.37 | 7.32 | 7.44 | 6.68 | 6.76 | 7.31 | 4.29 | 4.20 | 4.86 | 4.48 | 5.07 | 5.43 |
| Draw Down(%) | NA | 6.73 | 18.15 | 18.34 | 18.34 | NA | NA | … | … | 0.53 | 6.73 | 8.81 | 18.34 | 2.97 | 7.87 | 1.35 | 7.23 | 2.86 | 1.76 | 4.47 | 2.90 | 3.65 | 4.92 | 8.04 | 6.72 | 3.42 | 6.64 | 4.87 | 2.69 | 3.03 | 3.92 | 3.44 | 6.36 | 4.10 |
| Yield(%) | NA | 3.31 | 4.78 | 5.63 | 4.50 | NA | NA | … | … | NA | 0.59 | 3.18 | 4.38 | 6.41 | 8.03 | 6.84 | 1.79 | 0.32 | 4.82 | 5.32 | 4.24 | 3.63 | 4.32 | 2.09 | 5.38 | 5.85 | 4.50 | 3.38 | 3.96 | 4.81 | 4.26 | 4.11 | 7.24 | 8.82 |
Data as of 10/31/2024, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGWU Local 1028 401(k) Retirement Plan for Employees of AVX Corporation in Raleigh, North Carolina |
1.89%
Dec 2015 – Dec 2018 |
1.66%
Dec 2013 – Dec 2018 |
4.00%
Oct 2013 – Oct 2023 |
5.20%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| AFGWU Local 1028 401(k) Retirement Plan for Employees of AVX Corporation in Raleigh, North Carolina |
14.14%
Dec 2018 – Dec 2021 |
9.87%
Feb 2009 – Feb 2014 |
7.85%
Apr 2001 – Apr 2011 |
7.06%
Dec 2006 – Dec 2021 |
Annualized Rolling Returns Comparison Chart