Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 6.26% | 1.91% | 5.00% | 4.51% | 6.30% | 5.31% | 5.59% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Palm Harbor Homes, Inc. Employee 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 (%) | -0.39 | 6.26 | 1.91 | 5.00 | 4.51 | 6.30 | 5.31 | 5.59 | 1.93 | 11.18 | -11.36 | 4.07 | 17.41 | 19.00 | -4.84 | 14.05 | 1.45 | 1.29 | 2.35 | 14.38 | 10.49 | 1.20 | 10.02 | 17.57 | -21.60 | 6.96 | 10.94 | 6.06 | 9.50 | 18.63 | -0.76 | 3.76 |
| Sharpe Ratio | NA | 0.54 | -0.01 | 0.47 | 0.45 | NA | NA | 0.51 | 0.24 | 0.92 | -0.94 | 0.44 | 0.93 | 2.56 | -0.67 | 3.16 | 0.14 | 0.15 | 0.36 | 2.36 | 1.88 | 0.12 | 1.13 | 1.42 | -1.43 | 0.49 | 1.18 | 0.75 | 1.28 | 3.07 | -0.31 | 0.22 |
| Standard Deviation(%) | NA | 7.39 | 10.34 | 11.93 | 10.03 | NA | NA | 9.20 | 6.75 | 7.56 | 13.59 | 9.14 | 18.50 | 6.86 | 9.20 | 4.25 | 8.69 | 8.54 | 6.47 | 6.08 | 5.54 | 9.73 | 8.82 | 12.34 | 15.78 | 8.15 | 6.50 | 5.21 | 6.66 | 5.84 | 6.08 | 6.57 |
| Draw Down(%) | NA | 6.19 | 20.80 | 23.44 | 23.44 | NA | NA | 32.92 | 1.23 | 6.19 | 18.86 | 5.54 | 23.44 | 3.61 | 12.63 | 1.38 | 8.37 | 7.90 | 5.76 | 5.20 | 4.56 | 9.27 | 7.45 | 13.62 | 29.13 | 6.16 | 7.32 | 4.18 | 6.09 | 5.20 | 10.05 | 8.08 |
| Yield(%) | NA | 5.24 | 4.43 | 4.17 | 3.99 | NA | NA | 3.65 | 0.01 | 5.58 | 3.41 | 4.37 | 5.49 | 2.21 | 3.68 | 4.40 | 3.90 | 3.78 | 3.28 | 3.87 | 3.32 | 2.38 | 2.33 | 2.29 | 2.41 | 5.82 | 4.61 | 2.88 | 3.63 | 3.54 | 2.50 | 4.27 |
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 |
|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
-6.04%
Feb 2006 - Feb 2009 |
-0.85%
Feb 2004 - Feb 2009 |
3.85%
Dec 2006 - Dec 2016 |
3.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Palm Harbor Homes, Inc. Employee Savings Plan Strategic Asset Allocation - Equal Weight Moderate |
14.55%
Feb 2009 - Feb 2012 |
12.88%
Feb 2009 - Feb 2014 |
8.21%
Feb 2009 - Feb 2019 |
6.91%
Nov 2008 - Nov 2023 |
Annualized Rolling Returns Comparison Chart