Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| BARRICK RETIREMENT PLAN Tactical Asset Allocation Moderate | NA | 14.01% | -1.19% | 5.99% | 4.70% | 5.98% | 6.81% | 7.62% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| BARRICK RETIREMENT PLAN Tactical Asset Allocation 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 (%) | -1.34 | 14.01 | -1.19 | 5.99 | 4.70 | 5.98 | 6.81 | 7.62 | NA | -0.60 | 4.74 | -14.21 | 17.14 | 20.02 | 9.02 | -3.18 | 9.39 | 6.04 | -1.90 | 1.42 | 14.96 | 9.12 | 1.34 | 10.22 | 19.78 | 1.06 | 5.85 | 19.07 | 2.96 | 13.33 | 19.56 | 5.48 | 6.99 |
| Sharpe Ratio | NA | -0.52 | -0.75 | 0.23 | 0.31 | NA | NA | 0.74 | 0.07 | -0.74 | 0.06 | -1.61 | 1.53 | 2.09 | 1.43 | -0.59 | 1.56 | 1.02 | -0.30 | 0.24 | 2.17 | 1.64 | 0.12 | 0.77 | 2.06 | 0.02 | 0.29 | 2.03 | 0.12 | 1.86 | 3.38 | 0.94 | 1.14 |
| Standard Deviation(%) | NA | 9.66 | 9.10 | 9.67 | 8.11 | NA | NA | 7.93 | 10.47 | 9.74 | 7.75 | 9.69 | 11.21 | 9.46 | 5.33 | 7.65 | 5.62 | 5.72 | 6.32 | 5.93 | 6.89 | 5.52 | 11.08 | 13.08 | 9.58 | 5.74 | 9.96 | 7.77 | 6.82 | 6.66 | 5.57 | 4.63 | 4.09 |
| Draw Down(%) | NA | 8.41 | 17.78 | 19.59 | 19.59 | NA | NA | 19.59 | 0.82 | 8.41 | 7.47 | 14.80 | 5.17 | 10.99 | 2.46 | 9.73 | 4.01 | 3.48 | 6.74 | 4.71 | 6.32 | 4.16 | 10.77 | 9.55 | 4.45 | 4.63 | 7.49 | 6.18 | 4.60 | 7.66 | 2.55 | 5.65 | 2.13 |
| Yield(%) | NA | 4.07 | 5.60 | 4.65 | 3.72 | NA | NA | 4.38 | NA | 0.76 | 3.69 | 3.76 | 8.64 | 2.93 | 4.41 | 1.74 | 0.43 | 3.26 | 4.11 | 4.02 | 4.55 | 5.01 | 2.50 | 3.17 | 5.40 | 4.41 | 3.42 | 6.53 | 5.35 | 4.90 | 4.52 | 5.38 | 7.88 |
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 |
|---|---|---|---|---|
| BARRICK RETIREMENT PLAN Tactical Asset Allocation Moderate |
-3.70%
Dec 2021 - Dec 2024 |
2.24%
Dec 2013 - Dec 2018 |
3.77%
Oct 2013 - Oct 2023 |
5.21%
Dec 2009 - Dec 2024 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| BARRICK RETIREMENT PLAN Tactical Asset Allocation Moderate |
15.30%
Dec 2018 - Dec 2021 |
13.22%
Oct 2002 - Oct 2007 |
10.89%
Apr 2001 - Apr 2011 |
8.98%
Nov 2002 - Nov 2017 |
Annualized Rolling Returns Comparison Chart