Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 31.68% | 10.81% | 11.62% | 7.91% | 7.93% | 7.53% | 8.10% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement 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 (%) | -0.63 | 31.68 | 10.81 | 11.62 | 7.91 | 7.93 | 7.53 | 8.10 | NA | 14.71 | 25.24 | -6.20 | 5.22 | 15.07 | 17.37 | -5.29 | 8.67 | 4.42 | 2.04 | 1.06 | 17.20 | 10.76 | -2.55 | 10.34 | 24.78 | -19.79 | 10.63 | 10.39 | 9.57 | 11.09 | 19.71 | 0.12 | 11.17 |
| Sharpe Ratio | NA | 1.18 | 0.71 | 0.64 | 0.60 | NA | NA | 0.65 | 0.10 | 1.01 | 2.59 | -0.58 | 0.52 | 0.79 | 2.22 | -0.71 | 1.45 | 0.45 | 0.23 | 0.15 | 2.51 | 1.49 | -0.22 | 1.01 | 1.86 | -1.14 | 0.90 | 1.07 | 1.40 | 1.57 | 2.81 | -0.11 | 1.18 |
| Standard Deviation(%) | NA | 8.01 | 10.06 | 12.31 | 10.44 | NA | NA | 9.92 | 6.67 | 8.06 | 8.10 | 13.16 | 9.97 | 18.81 | 7.19 | 9.36 | 5.56 | 9.26 | 8.88 | 7.03 | 6.83 | 7.19 | 11.81 | 10.16 | 13.24 | 18.21 | 8.47 | 6.65 | 5.30 | 6.48 | 6.76 | 8.92 | 7.53 |
| Draw Down(%) | NA | 6.28 | 15.02 | 23.58 | 23.58 | NA | NA | 31.47 | 0.44 | 6.28 | 5.02 | 15.67 | 6.77 | 23.58 | 4.40 | 12.10 | 5.44 | 8.46 | 8.08 | 6.66 | 4.05 | 6.28 | 13.43 | 8.33 | 14.61 | 31.24 | 5.98 | 7.23 | 3.60 | 5.65 | 5.97 | 13.15 | 7.65 |
| Yield(%) | NA | 17.85 | 12.28 | 8.32 | 5.87 | NA | NA | 4.92 | NA | 4.48 | 17.40 | 7.75 | 6.69 | 1.25 | 3.83 | 5.25 | 0.60 | 2.64 | 5.42 | 3.56 | 0.86 | 1.02 | 1.85 | 4.15 | 4.12 | 5.28 | 6.99 | 6.26 | 4.78 | 3.80 | 3.50 | 4.27 | 7.33 |
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 |
|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.41%
Feb 2006 - Feb 2009 |
1.23%
Feb 2004 - Feb 2009 |
4.18%
Mar 2010 - Mar 2020 |
4.30%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TETRA Technologies, Inc. 401(k) Retirement Plan Strategic Asset Allocation - Equal Weight Moderate |
15.79%
Feb 2009 - Feb 2012 |
14.13%
Feb 2009 - Feb 2014 |
8.54%
Feb 2009 - Feb 2019 |
9.07%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart