Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Tactical Asset Allocation Moderate | NA | -4.45% | 3.26% | 3.02% | 2.57% | 5.60% | 6.94% | 7.51% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/30/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | -0.69 | -4.45 | 3.26 | 3.02 | 2.57 | 5.60 | 6.94 | 7.51 | -1.61 | 6.59 | -12.49 | 15.93 | 14.35 | 6.55 | -6.81 | 13.35 | 2.86 | -5.50 | 1.80 | 10.75 | 7.87 | 4.11 | 13.39 | 27.05 | -8.93 | 19.75 | 16.86 | 14.46 | 10.33 | 22.48 | 5.44 | 4.84 |
| Sharpe Ratio | NA | 0.00 | -0.03 | 0.42 | 0.30 | NA | NA | 0.80 | -0.21 | 0.32 | -1.41 | 1.62 | 1.46 | 0.97 | -1.09 | 2.68 | 0.47 | -0.87 | 0.31 | 1.68 | 1.67 | 0.41 | 1.03 | 2.44 | -1.66 | 1.36 | 1.45 | 1.72 | 0.98 | 3.85 | 0.84 | 0.78 |
| Standard Deviation(%) | NA | 7.62 | 8.95 | 8.62 | 7.44 | NA | NA | 8.05 | 8.98 | 7.21 | 9.80 | 9.80 | 9.64 | 5.30 | 7.46 | 4.74 | 5.67 | 6.36 | 5.82 | 6.40 | 4.68 | 9.88 | 12.98 | 11.06 | 5.94 | 12.29 | 9.37 | 7.16 | 9.53 | 5.66 | 5.15 | 3.23 |
| Draw Down(%) | NA | 7.14 | 16.12 | 16.12 | 16.12 | NA | NA | 16.12 | 2.90 | 7.14 | 13.20 | 4.37 | 12.71 | 2.89 | 12.87 | 2.58 | 6.34 | 8.83 | 7.05 | 5.95 | 3.18 | 9.10 | 8.79 | 5.38 | 10.60 | 10.33 | 12.99 | 6.00 | 13.62 | 2.45 | 7.86 | 3.42 |
| Yield(%) | NA | 4.66 | 3.69 | 3.38 | 2.99 | NA | NA | 3.53 | 0.01 | 4.89 | 1.35 | 4.91 | 2.89 | 3.01 | 4.29 | 0.39 | 3.24 | 2.02 | 3.22 | 7.17 | 3.82 | 3.06 | 3.44 | 3.16 | 2.85 | 5.14 | 5.74 | 4.46 | 3.20 | 3.01 | 1.51 | 4.32 |
Data as of 10/31/2023, 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 |
|---|---|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Tactical Asset Allocation Moderate |
-0.37%
Nov 2013 - Nov 2016 |
0.47%
Mar 2015 - Mar 2020 |
2.57%
Oct 2013 - Oct 2023 |
4.95%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Tactical Asset Allocation Moderate |
21.36%
Oct 2004 - Oct 2007 |
17.98%
Oct 2002 - Oct 2007 |
12.64%
Apr 2001 - Apr 2011 |
9.87%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart