Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| CENTURY ALUMINUM OF WEST VIRGINIA, INC./ UNITED STEELWORKERS OF AMERICA SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 32.02% | 12.13% | 13.17% | 9.91% | 9.26% | 9.73% | … | … |
Data as of 10/31/2024, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| CENTURY ALUMINUM OF WEST VIRGINIA, INC./ UNITED STEELWORKERS OF AMERICA SAVINGS PLAN 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 (%) | -0.46 | 32.02 | 12.13 | 13.17 | 9.91 | 9.26 | 9.73 | … | … | 0.75 | 18.31 | 24.87 | -8.13 | 12.38 | 17.40 | 12.05 | 2.32 | 16.00 | 6.81 | -0.32 | 1.71 | 17.93 | 5.31 | 0.18 | 11.12 | 22.20 | 0.09 | 13.21 | 11.83 | 8.84 | 9.57 | 18.42 | 1.95 | 5.75 |
| Sharpe Ratio | NA | 1.64 | 0.67 | 0.90 | 0.93 | NA | NA | … | … | 0.13 | 1.45 | 2.58 | -0.64 | 1.07 | 1.67 | 2.42 | 0.12 | 2.86 | 1.43 | -0.07 | 0.23 | 2.47 | 0.83 | 0.01 | 0.95 | 2.58 | -0.15 | 0.88 | 0.96 | 0.95 | 1.03 | 2.90 | 0.15 | 0.66 |
| Standard Deviation(%) | NA | 8.00 | 10.84 | 10.89 | 8.76 | NA | NA | … | … | 5.29 | 8.06 | 7.98 | 14.96 | 11.59 | 10.31 | 4.40 | 8.76 | 5.38 | 4.61 | 5.32 | 7.22 | 7.23 | 6.33 | 10.36 | 11.60 | 8.56 | 5.58 | 11.56 | 8.93 | 7.01 | 8.37 | 6.12 | 5.63 | 5.21 |
| Draw Down(%) | NA | 5.58 | 16.61 | 17.63 | 17.63 | NA | NA | … | … | 0.28 | 5.58 | 4.59 | 17.36 | 6.10 | 11.65 | 2.35 | 7.16 | 2.51 | 3.41 | 5.67 | 6.86 | 4.52 | 5.95 | 10.01 | 10.51 | 4.52 | 5.07 | 8.08 | 9.33 | 5.06 | 7.13 | 4.89 | 6.63 | 4.14 |
| Yield(%) | NA | 18.23 | 15.13 | 11.28 | 6.97 | NA | NA | … | … | NA | 5.03 | 17.08 | 8.33 | 14.09 | 7.03 | 4.61 | 2.50 | 0.33 | 4.68 | 1.18 | 4.37 | 3.47 | 4.36 | 1.74 | 2.45 | 3.97 | 3.88 | 5.39 | 4.14 | 3.28 | 4.59 | 3.48 | 6.55 | 8.42 |
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 |
|---|---|---|---|---|
| CENTURY ALUMINUM OF WEST VIRGINIA, INC./ UNITED STEELWORKERS OF AMERICA SAVINGS PLAN Tactical Asset |
2.69%
Dec 2013 – Dec 2016 |
3.96%
Apr 2011 – Apr 2016 |
6.36%
Mar 2010 – Mar 2020 |
6.92%
Sep 2007 – Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| CENTURY ALUMINUM OF WEST VIRGINIA, INC./ UNITED STEELWORKERS OF AMERICA SAVINGS PLAN Tactical Asset |
14.81%
Nov 2021 – Nov 2024 |
14.09%
Nov 2019 – Nov 2024 |
10.73%
Apr 2001 – Apr 2011 |
9.62%
Nov 2002 – Nov 2017 |
Annualized Rolling Returns Comparison Chart