Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 6.62% | 10.63% | 6.99% | 5.93% | 5.09% | 5.85% | 5.63% |
Data as of 11/30/2021, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 02/04/2022 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | -1.87 | 6.62 | 10.63 | 6.99 | 5.93 | 5.09 | 5.85 | 5.63 | -2.97 | 4.17 | 15.15 | 18.95 | -7.05 | 9.16 | -0.79 | 0.53 | 0.85 | 11.70 | 9.99 | 0.71 | 9.60 | 19.43 | -18.84 | 10.49 | 10.99 | 6.63 | 11.95 | 17.57 | -5.64 | -2.96 |
| Sharpe Ratio | NA | -0.05 | 0.76 | 0.56 | 0.53 | NA | NA | 0.47 | -0.39 | 0.48 | 0.85 | 2.61 | -0.87 | 1.68 | -0.11 | 0.06 | 0.12 | 1.93 | 1.70 | 0.06 | 1.04 | 1.64 | -1.33 | 0.88 | 1.05 | 0.82 | 1.47 | 2.79 | -0.69 | -0.64 |
| Standard Deviation(%) | NA | 8.35 | 11.87 | 10.46 | 9.06 | NA | NA | 9.22 | 7.58 | 8.64 | 17.48 | 6.73 | 9.57 | 5.07 | 8.88 | 8.94 | 6.71 | 6.04 | 5.83 | 10.70 | 9.16 | 11.78 | 14.84 | 8.54 | 7.34 | 5.42 | 7.49 | 6.04 | 9.71 | 8.25 |
| Draw Down(%) | NA | 6.50 | 21.00 | 21.00 | 21.00 | NA | NA | 29.08 | 4.45 | 5.49 | 21.00 | 2.88 | 13.89 | 4.51 | 8.56 | 8.62 | 5.67 | 4.58 | 4.72 | 9.95 | 7.38 | 11.76 | 27.89 | 6.59 | 8.37 | 4.24 | 6.39 | 5.39 | 14.42 | 12.36 |
| Yield(%) | NA | 2.60 | 3.40 | 3.37 | 3.32 | NA | NA | 3.60 | 0.01 | 2.66 | 4.74 | 3.12 | 6.48 | 0.08 | 0.83 | 5.07 | 2.92 | 2.80 | 4.86 | 3.71 | 4.64 | 3.27 | 3.36 | 6.05 | 6.43 | 4.23 | 3.94 | 1.71 | 1.31 | 3.32 |
Data as of 11/30/2021, 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 |
|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Strategic Asset Allocation - Equal Weight Moderate |
-3.71%
Feb 2006 - Feb 2009 |
0.41%
Dec 2013 - Dec 2018 |
3.47%
Mar 2010 - Mar 2020 |
4.14%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PREMIER DISTRIBUTING COMPANY 401K P/S PLAN Strategic Asset Allocation - Equal Weight Moderate |
14.45%
Feb 2009 - Feb 2012 |
12.06%
Oct 2002 - Oct 2007 |
7.77%
Mar 2003 - Mar 2013 |
6.65%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart