Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 32.18% | 11.18% | 11.13% | 8.13% | 7.77% | 6.75% | 6.36% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan 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 (%) | -0.52 | 32.18 | 11.18 | 11.13 | 8.13 | 7.77 | 6.75 | 6.36 | NA | 19.49 | 25.58 | -8.30 | 2.61 | 20.23 | 14.55 | -4.94 | 13.62 | 2.35 | 2.81 | 0.68 | 14.70 | 9.10 | -0.90 | 8.10 | 14.86 | -22.47 | 9.90 | 11.95 | 8.24 | 10.34 | 21.29 | -8.80 | -3.15 |
| Sharpe Ratio | NA | 1.71 | 0.76 | 0.71 | 0.64 | NA | NA | 0.48 | 0.11 | 1.50 | 2.54 | -0.69 | 0.25 | 1.11 | 1.65 | -0.63 | 3.03 | 0.25 | 0.31 | 0.10 | 2.28 | 1.41 | -0.08 | 0.78 | 1.06 | -1.23 | 0.99 | 1.57 | 1.13 | 1.26 | 2.48 | -0.89 | -0.53 |
| Standard Deviation(%) | NA | 8.51 | 10.63 | 12.43 | 10.51 | NA | NA | 10.22 | 6.75 | 8.59 | 8.40 | 13.94 | 10.42 | 18.00 | 7.95 | 9.98 | 4.29 | 8.56 | 8.86 | 6.69 | 6.44 | 6.40 | 12.09 | 10.33 | 13.96 | 18.95 | 7.01 | 5.54 | 5.36 | 7.49 | 8.32 | 11.10 | 10.27 |
| Draw Down(%) | NA | 5.61 | 14.92 | 20.80 | 20.80 | NA | NA | 33.49 | 0.43 | 5.61 | 4.74 | 15.73 | 7.60 | 20.80 | 4.08 | 12.35 | 1.23 | 8.48 | 8.05 | 4.94 | 4.45 | 5.91 | 11.35 | 8.25 | 14.76 | 30.49 | 4.83 | 6.09 | 3.94 | 5.78 | 8.34 | 17.46 | 16.94 |
| Yield(%) | NA | 16.52 | 10.37 | 7.16 | 5.40 | NA | NA | 3.80 | NA | 4.21 | 16.18 | 6.17 | 3.98 | 2.81 | 2.01 | 7.23 | 0.76 | 2.31 | 6.62 | 1.61 | 2.40 | 2.23 | 2.34 | 1.85 | 2.01 | 2.86 | 6.29 | 2.65 | 2.47 | 2.03 | 1.56 | 1.85 | 2.99 |
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 |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
-5.55%
Feb 2006 - Feb 2009 |
0.06%
Feb 2004 - Feb 2009 |
3.35%
Dec 2006 - Dec 2016 |
3.45%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Recreational Equipment Inc Retirement and Profit Sharing Plan Strategic Asset Allocation - Equal Weight Moderate |
16.03%
Mar 2003 - Mar 2006 |
12.76%
Oct 2002 - Oct 2007 |
8.35%
Nov 2014 - Nov 2024 |
8.40%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart