Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Bigge Crane and Rigging 401K Strategic Asset Allocation - Equal Weight Moderate | NA | 29.82% | 13.48% | 11.75% | 7.61% | 7.90% | 6.84% | 7.05% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Bigge Crane and Rigging 401K Strategic Asset Allocation - Equal Weight 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 (%) | -0.68 | 29.82 | 13.48 | 11.75 | 7.61 | 7.90 | 6.84 | 7.05 | NA | 17.45 | 23.41 | 2.41 | 3.96 | 10.06 | 14.19 | -7.04 | 9.64 | 2.27 | 2.38 | 2.72 | 16.36 | 12.74 | -2.69 | 11.47 | 23.49 | -19.94 | 5.17 | 9.56 | 4.25 | 10.39 | 22.14 | -2.57 | 1.36 |
| Sharpe Ratio | NA | 1.60 | 1.02 | 0.70 | 0.58 | NA | NA | 0.60 | 0.13 | 1.38 | 2.37 | 0.08 | 0.40 | 0.49 | 1.84 | -0.93 | 2.08 | 0.24 | 0.29 | 0.42 | 2.69 | 1.97 | -0.23 | 1.52 | 2.12 | -1.55 | 0.31 | 1.21 | 0.48 | 1.62 | 3.79 | -0.62 | -0.08 |
| Standard Deviation(%) | NA | 7.78 | 9.84 | 12.61 | 10.39 | NA | NA | 9.20 | 6.72 | 7.85 | 8.09 | 12.77 | 9.77 | 20.22 | 6.95 | 8.93 | 4.33 | 8.49 | 8.20 | 6.45 | 6.06 | 6.45 | 11.74 | 7.49 | 11.04 | 13.47 | 6.92 | 5.19 | 4.38 | 5.83 | 5.66 | 5.89 | 11.72 |
| Draw Down(%) | NA | 4.47 | 11.52 | 28.24 | 28.24 | NA | NA | 29.97 | 0.40 | 4.47 | 4.97 | 11.52 | 5.73 | 28.24 | 4.13 | 13.14 | 2.19 | 7.85 | 7.07 | 5.31 | 4.34 | 5.54 | 12.42 | 7.58 | 12.56 | 26.56 | 5.58 | 5.97 | 3.71 | 6.39 | 4.03 | 10.06 | 15.94 |
| Yield(%) | NA | 16.72 | 11.46 | 7.84 | 4.99 | NA | NA | 4.62 | NA | 4.48 | 16.07 | 8.99 | 4.21 | 2.00 | 2.84 | 2.85 | 0.69 | 1.55 | 3.69 | 2.16 | 4.11 | 1.85 | 2.97 | 4.09 | 2.88 | 7.90 | 7.40 | 5.01 | 4.14 | 4.38 | 5.08 | 4.00 | 3.04 |
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 |
|---|---|---|---|---|
| Bigge Crane and Rigging 401K Strategic Asset Allocation - Equal Weight Moderate |
-5.77%
Feb 2006 - Feb 2009 |
-0.83%
Feb 2004 - Feb 2009 |
3.45%
Mar 2010 - Mar 2020 |
3.80%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Bigge Crane and Rigging 401K Strategic Asset Allocation - Equal Weight Moderate |
16.07%
Nov 2021 - Nov 2024 |
13.72%
Feb 2009 - Feb 2014 |
8.19%
Feb 2009 - Feb 2019 |
8.87%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart