Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 19.37% | 2.29% | 5.50% | 4.78% | 5.93% | 5.84% | 6.91% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) 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 (%) | -1.27 | 19.37 | 2.29 | 5.50 | 4.78 | 5.93 | 5.84 | 6.91 | NA | 3.21 | 14.52 | -13.47 | 2.61 | 15.67 | 19.42 | -6.97 | 15.76 | 2.04 | -1.68 | 0.28 | 10.98 | 14.32 | -3.93 | 14.54 | 27.92 | -25.43 | 11.58 | 9.97 | 9.31 | 15.12 | 31.00 | -3.23 | 9.42 |
| Sharpe Ratio | NA | -0.20 | -0.25 | 0.12 | 0.30 | NA | NA | 0.51 | 0.08 | -0.41 | 1.25 | -1.12 | 0.28 | 0.86 | 2.64 | -0.90 | 3.30 | 0.20 | -0.19 | 0.04 | 1.63 | 2.19 | -0.33 | 1.38 | 2.00 | -1.51 | 0.90 | 0.90 | 1.19 | 1.64 | 3.58 | -0.41 | 0.57 |
| Standard Deviation(%) | NA | 8.24 | 10.19 | 11.96 | 10.15 | NA | NA | 10.25 | 5.76 | 8.30 | 8.19 | 13.26 | 9.11 | 17.87 | 6.83 | 9.20 | 4.58 | 9.10 | 9.04 | 7.13 | 6.73 | 6.51 | 11.90 | 10.50 | 13.91 | 17.50 | 9.50 | 7.41 | 6.01 | 8.66 | 8.46 | 10.57 | 12.45 |
| Draw Down(%) | NA | 6.62 | 18.46 | 23.09 | 23.09 | NA | NA | 36.69 | 0.47 | 6.62 | 8.00 | 19.12 | 6.05 | 23.09 | 3.68 | 13.77 | 2.96 | 8.41 | 11.15 | 6.84 | 6.98 | 5.69 | 13.76 | 7.89 | 13.49 | 31.33 | 6.71 | 9.44 | 4.12 | 7.07 | 7.71 | 14.91 | 11.62 |
| Yield(%) | NA | 5.02 | 5.50 | 4.77 | 4.00 | NA | NA | 3.91 | NA | 0.66 | 5.33 | 2.57 | 8.15 | 3.40 | 4.06 | 3.58 | 0.34 | 1.97 | 5.73 | 4.43 | 2.67 | 4.75 | 2.70 | 4.11 | 3.60 | 3.38 | 5.79 | 4.16 | 3.41 | 4.43 | 2.94 | 2.66 | 5.05 |
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 |
|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.93%
Feb 2006 - Feb 2009 |
0.08%
Feb 2004 - Feb 2009 |
3.36%
Oct 2013 - Oct 2023 |
3.31%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| STILLWATER MINING COMPANY BARGAINING UNIT 401(K) PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.17%
Mar 2003 - Mar 2006 |
16.74%
Oct 2002 - Oct 2007 |
9.78%
Mar 2003 - Mar 2013 |
8.31%
Sep 2002 - Sep 2017 |
Annualized Rolling Returns Comparison Chart