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 |
|---|---|---|---|---|---|---|---|---|
| Huttig Building Products, Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate | NA | 31.42% | 11.01% | 10.25% | 6.13% | 6.20% | 6.39% | 6.34% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Huttig Building Products, Inc. Savings and Profit Sharing 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 (%) | -0.37 | 31.42 | 11.01 | 10.25 | 6.13 | 6.20 | 6.39 | 6.34 | NA | 19.24 | 24.81 | -7.71 | 5.30 | 9.61 | 6.14 | -1.74 | 10.94 | -0.09 | -1.44 | 0.44 | 16.21 | 8.08 | -1.87 | 5.80 | 11.55 | -5.32 | 10.98 | 9.90 | 7.79 | 9.78 | 17.97 | -5.57 | 2.31 |
| Sharpe Ratio | NA | 2.07 | 0.79 | 0.77 | 0.61 | NA | NA | 0.64 | 0.10 | 1.88 | 2.87 | -0.67 | 0.53 | 1.19 | 1.03 | -0.45 | 2.56 | -0.06 | -0.36 | 0.07 | 2.25 | 1.26 | -0.17 | 0.53 | 1.36 | -1.89 | 0.82 | 0.85 | 0.88 | 1.06 | 2.84 | -0.90 | 0.01 |
| Standard Deviation(%) | NA | 6.69 | 9.65 | 9.38 | 7.51 | NA | NA | 7.55 | 5.06 | 6.74 | 7.17 | 13.48 | 9.91 | 7.90 | 4.59 | 6.74 | 4.03 | 4.89 | 4.09 | 5.71 | 7.19 | 6.38 | 11.18 | 10.76 | 8.45 | 3.31 | 9.70 | 7.78 | 6.38 | 8.31 | 6.09 | 7.41 | 0.05 |
| Draw Down(%) | NA | 4.66 | 15.19 | 17.00 | 17.00 | NA | NA | 17.00 | 0.30 | 4.66 | 3.52 | 15.75 | 5.29 | 6.62 | 3.36 | 8.53 | 1.57 | 4.14 | 4.73 | 5.35 | 5.06 | 5.21 | 12.33 | 9.81 | 4.68 | 5.72 | 7.20 | 9.84 | 4.79 | 6.84 | 2.55 | 11.03 | 0.00 |
| Yield(%) | NA | 18.14 | 12.68 | 8.54 | 5.46 | NA | NA | 3.85 | NA | 5.28 | 17.24 | 8.36 | 6.39 | 1.83 | 3.05 | 6.03 | 0.67 | 1.44 | 0.98 | 2.91 | 6.04 | 1.17 | 0.58 | 1.07 | 0.90 | 0.83 | 5.55 | 6.16 | 4.23 | 2.46 | 2.34 | 0.79 | 2.31 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huttig Building Products, Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
-0.37%
Dec 2013 - Dec 2016 |
0.90%
Sep 2017 - Sep 2022 |
2.72%
Sep 2012 - Sep 2022 |
2.93%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Huttig Building Products, Inc. Savings and Profit Sharing Plan Tactical Asset Allocation Moderate |
14.28%
Apr 2003 - Apr 2006 |
11.89%
Oct 2002 - Oct 2007 |
7.83%
Apr 2003 - Apr 2013 |
6.83%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart