Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate | NA | 25.23% | 1.94% | 6.24% | 5.36% | 5.92% | 6.29% | 6.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT 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 | 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 (%) | -1.36 | 25.23 | 1.94 | 6.24 | 5.36 | 5.92 | 6.29 | 6.76 | NA | 7.01 | 12.78 | -16.17 | 9.74 | 14.17 | 9.40 | -1.62 | 12.64 | 5.88 | -2.17 | 4.55 | 15.11 | 6.63 | -2.43 | 8.39 | 14.86 | -5.90 | 10.28 | 11.98 | 5.56 | 10.87 | 15.85 | 3.40 | 6.12 |
| Sharpe Ratio | NA | 0.18 | -0.24 | 0.22 | 0.38 | NA | NA | 0.66 | 0.06 | 0.04 | 0.97 | -1.16 | 0.99 | 1.55 | 1.89 | -0.40 | 2.57 | 1.28 | -0.46 | 0.76 | 2.31 | 1.13 | -0.32 | 0.78 | 1.91 | -1.56 | 0.77 | 1.16 | 0.54 | 1.35 | 2.93 | 0.57 | 1.01 |
| Standard Deviation(%) | NA | 9.66 | 11.54 | 10.75 | 8.45 | NA | NA | 7.56 | 7.55 | 9.72 | 8.75 | 15.12 | 9.84 | 8.97 | 4.23 | 7.35 | 4.68 | 4.43 | 4.80 | 5.99 | 6.51 | 5.80 | 7.61 | 10.69 | 7.72 | 4.38 | 9.41 | 7.52 | 6.27 | 7.35 | 5.17 | 3.99 | 3.79 |
| Draw Down(%) | NA | 9.24 | 20.67 | 23.12 | 23.12 | NA | NA | 23.12 | 0.70 | 9.24 | 8.79 | 22.07 | 4.47 | 12.25 | 3.19 | 7.32 | 1.77 | 2.87 | 5.29 | 5.32 | 3.94 | 5.38 | 8.91 | 9.06 | 4.11 | 9.31 | 5.71 | 8.51 | 5.26 | 6.86 | 3.28 | 3.86 | 2.50 |
| Yield(%) | NA | 4.80 | 5.25 | 5.11 | 3.99 | NA | NA | 3.87 | NA | 0.67 | 4.84 | 3.33 | 7.40 | 5.40 | 5.02 | 3.06 | 0.37 | 4.01 | 2.52 | 4.22 | 3.69 | 3.25 | 2.92 | 2.64 | 2.99 | 3.01 | 4.92 | 5.59 | 2.86 | 3.13 | 3.65 | 3.81 | 5.74 |
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 |
|---|---|---|---|---|
| INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
-0.09%
Apr 2021 - Apr 2024 |
1.60%
Sep 2017 - Sep 2022 |
3.67%
Oct 2013 - Oct 2023 |
4.08%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERTAPE POLYMER CORP. USA EMPLOYEES’ STOCK OWNERSHIP AND RETIREMENT SAVINGS PLAN Tactical Asset Allocation Moderate |
12.75%
Apr 2003 - Apr 2006 |
11.91%
Oct 2002 - Oct 2007 |
8.26%
Apr 2001 - Apr 2011 |
7.47%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart