Performance Comparison
Portfolio Performance Comparison
Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
---|---|---|---|---|---|---|---|---|
BARRICK RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 22.64% | 2.45% | 6.09% | 5.60% | 7.04% | 6.12% | 7.11% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
Name | Start Date | End Date |
---|---|---|
BARRICK RETIREMENT 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 (%) | -1.31 | 22.64 | 2.45 | 6.09 | 5.60 | 7.04 | 6.12 | 7.11 | NA | 4.82 | 13.28 | -13.94 | 12.08 | 16.62 | 11.07 | -5.14 | 8.12 | 4.66 | 3.07 | 6.64 | 9.57 | 11.99 | 2.65 | 15.33 | 24.18 | -25.18 | 3.61 | 13.51 | 7.58 | 15.07 | 23.15 | 0.09 | 10.23 |
Sharpe Ratio | NA | -0.13 | -0.26 | 0.28 | 0.33 | NA | NA | 0.50 | 0.02 | -0.22 | 1.00 | -1.15 | 1.25 | 0.84 | 1.15 | -0.81 | 1.81 | 0.54 | 0.37 | 1.11 | 1.36 | 1.98 | 0.23 | 1.44 | 1.29 | -1.12 | 0.07 | 1.57 | 0.79 | 2.08 | 3.29 | -0.12 | 1.20 |
Standard Deviation(%) | NA | 7.91 | 10.35 | 12.63 | 10.40 | NA | NA | 10.65 | 6.55 | 7.98 | 9.02 | 13.30 | 9.65 | 19.50 | 8.37 | 7.96 | 4.14 | 8.24 | 8.28 | 5.98 | 7.04 | 6.04 | 11.50 | 10.59 | 18.66 | 23.25 | 9.14 | 6.52 | 6.88 | 6.81 | 6.83 | 8.44 | 6.63 |
Draw Down(%) | NA | 6.78 | 18.76 | 22.58 | 23.14 | NA | NA | 40.57 | 0.45 | 6.76 | 8.50 | 19.93 | 5.69 | 22.58 | 5.10 | 11.09 | 1.90 | 7.68 | 6.89 | 4.19 | 7.43 | 4.64 | 10.46 | 7.02 | 19.47 | 38.16 | 7.17 | 5.68 | 4.78 | 7.95 | 4.51 | 12.15 | 6.82 |
Yield(%) | NA | 5.01 | 6.18 | 5.12 | 4.46 | NA | NA | 4.66 | NA | 0.95 | 4.88 | 4.43 | 8.36 | 3.86 | 4.06 | 3.47 | 0.51 | 5.40 | 5.56 | 3.59 | 2.39 | 3.76 | 3.12 | 4.48 | 3.71 | 4.95 | 5.96 | 6.00 | 5.17 | 5.52 | 4.54 | 5.12 | 7.50 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-9.90%
Feb 2006 - Feb 2009 |
-2.08%
Feb 2004 - Feb 2009 |
4.14%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
---|---|---|---|---|
BARRICK RETIREMENT PLAN Strategic Asset Allocation - Equal Weight Moderate |
21.61%
Feb 2009 - Feb 2012 |
16.51%
Feb 2009 - Feb 2014 |
10.29%
Feb 2009 - Feb 2019 |
8.89%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart