Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Precision Strip, Inc. Retirement and Savings Plan Tactical Asset Allocation Moderate | NA | -0.03% | 2.37% | 3.38% | 3.06% | 5.63% | 6.51% | 7.39% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Precision Strip, Inc. Retirement and Savings Plan Tactical Asset Allocation 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 (%) | -0.60 | -0.03 | 2.37 | 3.38 | 3.06 | 5.63 | 6.51 | 7.39 | 0.47 | 10.82 | -16.01 | 10.60 | 14.10 | 12.68 | -2.94 | 8.10 | 2.26 | -1.19 | 1.46 | 16.48 | 8.68 | 0.09 | 11.93 | 19.91 | -0.40 | 13.60 | 12.00 | 6.39 | 11.68 | 24.26 | 5.91 | 8.65 |
| Sharpe Ratio | NA | 0.38 | -0.11 | 0.47 | 0.39 | NA | NA | 0.86 | 0.02 | 0.91 | -1.72 | 1.10 | 1.59 | 2.39 | -0.58 | 1.28 | 0.47 | -0.24 | 0.23 | 2.40 | 1.54 | 0.01 | 1.04 | 2.20 | -0.20 | 1.15 | 1.15 | 0.73 | 1.33 | 3.63 | 1.01 | 1.17 |
| Standard Deviation(%) | NA | 7.32 | 9.02 | 8.38 | 7.20 | NA | NA | 7.44 | 8.44 | 7.26 | 10.11 | 9.64 | 8.70 | 4.72 | 7.34 | 5.81 | 4.39 | 5.09 | 6.31 | 6.84 | 5.60 | 8.98 | 11.38 | 9.01 | 6.71 | 9.25 | 7.60 | 5.75 | 8.08 | 6.49 | 4.74 | 5.43 |
| Draw Down(%) | NA | 6.13 | 18.37 | 18.37 | 18.37 | NA | NA | 18.37 | 2.31 | 6.13 | 16.44 | 4.30 | 10.62 | 2.90 | 9.37 | 6.08 | 3.97 | 4.77 | 6.17 | 4.43 | 4.55 | 8.59 | 10.36 | 4.94 | 6.64 | 5.86 | 8.51 | 4.13 | 8.01 | 3.24 | 4.55 | 4.10 |
| Yield(%) | NA | 4.36 | 4.06 | 4.07 | 3.65 | NA | NA | 4.43 | 0.01 | 4.62 | 2.02 | 5.69 | 4.06 | 4.21 | 2.42 | 0.23 | 2.96 | 5.24 | 5.38 | 7.95 | 4.17 | 1.90 | 4.21 | 5.36 | 4.50 | 5.88 | 5.67 | 2.47 | 2.37 | 4.45 | 7.21 | 8.82 |
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 |
|---|---|---|---|---|
| Precision Strip, Inc. Retirement and Savings Plan Tactical Asset Allocation Moderate |
0.83%
Dec 2013 - Dec 2016 |
1.47%
Dec 2013 - Dec 2018 |
3.06%
Oct 2013 - Oct 2023 |
5.23%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Precision Strip, Inc. Retirement and Savings Plan Tactical Asset Allocation Moderate |
15.73%
Apr 2003 - Apr 2006 |
14.44%
Oct 2002 - Oct 2007 |
11.87%
Apr 2001 - Apr 2011 |
9.29%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart