Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Solidstate Controls, Inc.Hourly Employees’ (CWA)Retirement Plan Tactical Asset Allocation Moderate | NA | 23.41% | -0.46% | 4.07% | 3.65% | 4.55% | 5.36% | 5.98% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Solidstate Controls, Inc.Hourly Employees’ (CWA)Retirement Plan Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.03 | 23.41 | -0.46 | 4.07 | 3.65 | 4.55 | 5.36 | 5.98 | NA | 4.38 | 13.61 | -18.42 | 5.62 | 14.08 | 12.25 | -4.52 | 9.68 | 4.50 | -4.19 | 5.05 | 12.97 | 6.12 | -3.00 | 9.09 | 9.92 | -0.19 | 11.19 | 13.58 | 3.96 | 8.53 | 18.94 | 2.13 | 6.27 |
| Sharpe Ratio | NA | -0.06 | -0.37 | 0.05 | 0.19 | NA | NA | 0.58 | 0.02 | -0.24 | 1.04 | -1.28 | 0.60 | 1.66 | 2.36 | -0.81 | 1.69 | 0.91 | -0.83 | 1.06 | 1.96 | 1.20 | -0.39 | 0.88 | 1.22 | -0.26 | 0.90 | 1.35 | 0.31 | 1.04 | 3.03 | 0.27 | 1.04 |
| Standard Deviation(%) | NA | 8.98 | 11.62 | 10.62 | 8.45 | NA | NA | 7.50 | 5.55 | 9.11 | 9.03 | 15.52 | 9.38 | 8.32 | 4.59 | 7.20 | 5.34 | 4.72 | 5.09 | 4.77 | 6.60 | 5.07 | 7.74 | 10.28 | 8.06 | 4.29 | 9.14 | 7.63 | 5.87 | 7.31 | 6.02 | 3.77 | 3.82 |
| Draw Down(%) | NA | 5.90 | 23.37 | 26.56 | 26.56 | NA | NA | 26.56 | 0.56 | 5.90 | 10.28 | 24.83 | 6.21 | 8.49 | 2.84 | 9.91 | 4.10 | 3.74 | 6.89 | 5.16 | 4.10 | 5.21 | 9.49 | 8.68 | 5.09 | 7.41 | 7.55 | 9.23 | 4.95 | 7.83 | 3.12 | 4.06 | 2.30 |
| Yield(%) | NA | 3.32 | 3.18 | 3.94 | 2.88 | NA | NA | 3.61 | NA | 0.60 | 3.17 | 3.51 | 1.78 | 4.94 | 6.00 | 2.37 | 0.05 | 2.89 | 1.47 | 2.13 | 7.26 | 2.57 | 2.10 | 2.92 | 5.01 | 2.98 | 6.51 | 5.50 | 4.12 | 3.09 | 2.83 | 3.90 | 5.39 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Solidstate Controls, Inc.Hourly Employees’ (CWA)Retirement Plan Tactical Asset Allocation Moderate |
-2.47%
Sep 2019 - Sep 2022 |
-0.79%
Sep 2017 - Sep 2022 |
2.01%
Oct 2013 - Oct 2023 |
3.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Solidstate Controls, Inc.Hourly Employees’ (CWA)Retirement Plan Tactical Asset Allocation Moderate |
13.06%
Apr 2003 - Apr 2006 |
11.92%
Oct 2002 - Oct 2007 |
8.56%
Apr 2001 - Apr 2011 |
7.24%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart