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 Strategic Asset Allocation - Equal Weight Moderate | NA | 4.34% | 2.98% | 6.51% | 4.80% | 6.65% | 5.91% | 6.15% |
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 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 (%) | -0.47 | 4.34 | 2.98 | 6.51 | 4.80 | 6.65 | 5.91 | 6.15 | 1.41 | 13.19 | -9.93 | 7.48 | 20.40 | 21.39 | -6.91 | 13.10 | -0.38 | 1.27 | 1.69 | 13.19 | 11.46 | -0.73 | 11.20 | 22.19 | -19.85 | 11.05 | 9.83 | 6.80 | 10.62 | 19.62 | 0.04 | 2.18 |
| Sharpe Ratio | NA | 0.80 | 0.17 | 0.67 | 0.51 | NA | NA | 0.57 | 0.14 | 1.14 | -0.89 | 0.79 | 1.16 | 2.86 | -0.91 | 2.96 | -0.07 | 0.14 | 0.24 | 2.22 | 2.04 | -0.07 | 1.27 | 1.74 | -1.12 | 0.94 | 0.90 | 0.95 | 1.48 | 3.15 | -0.17 | -0.02 |
| Standard Deviation(%) | NA | 7.80 | 10.10 | 11.49 | 9.82 | NA | NA | 9.44 | 7.87 | 7.81 | 12.68 | 9.46 | 17.38 | 6.99 | 9.05 | 4.21 | 8.65 | 8.85 | 7.08 | 5.92 | 5.60 | 10.83 | 8.75 | 12.68 | 18.59 | 8.54 | 7.27 | 4.89 | 6.55 | 6.00 | 6.24 | 6.76 |
| Draw Down(%) | NA | 6.90 | 17.49 | 20.72 | 20.72 | NA | NA | 31.74 | 1.74 | 6.90 | 16.84 | 6.07 | 20.72 | 3.36 | 13.22 | 1.94 | 8.41 | 8.75 | 5.97 | 5.82 | 4.45 | 11.85 | 7.30 | 14.17 | 31.74 | 5.29 | 8.89 | 3.44 | 5.98 | 4.84 | 10.14 | 8.40 |
| Yield(%) | NA | 4.38 | 3.74 | 3.80 | 3.98 | NA | NA | 4.24 | 0.00 | 4.65 | 1.72 | 4.98 | 5.15 | 2.87 | 4.94 | 0.37 | 1.77 | 8.38 | 5.39 | 4.34 | 4.11 | 2.89 | 4.17 | 3.84 | 5.54 | 6.49 | 6.08 | 3.49 | 3.64 | 3.55 | 4.10 | 5.11 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-4.56%
Feb 2006 - Feb 2009 |
0.42%
Feb 2004 - Feb 2009 |
4.51%
Dec 2006 - Dec 2016 |
4.61%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Precision Strip, Inc. Retirement and Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
16.24%
Dec 2018 - Dec 2021 |
13.63%
Feb 2009 - Feb 2014 |
8.16%
Mar 2003 - Mar 2013 |
7.47%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart