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 Strategic Asset Allocation - Equal Weight Moderate | NA | -5.02% | 2.52% | 2.81% | 7.31% | 6.25% | NA | 6.69% |
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.14 | -5.02 | 2.52 | 2.81 | 7.31 | 6.25 | NA | 6.69 | -9.21 | 11.93 | 4.11 | -2.20 | 6.74 | 6.40 | 11.88 | -0.98 | 13.26 | 29.92 | -22.74 | 8.53 | 13.46 | 9.99 | 13.42 | 28.76 | -1.96 | 1.11 |
| Sharpe Ratio | NA | -1.41 | 0.17 | 0.23 | 0.72 | NA | NA | 0.58 | -1.42 | 2.72 | 0.47 | -0.28 | 1.16 | 1.00 | 2.15 | -0.09 | 1.41 | 1.78 | -1.30 | 0.66 | 1.63 | 1.40 | 1.91 | 5.09 | -0.49 | -0.17 |
| Standard Deviation(%) | NA | 7.45 | 6.88 | 6.92 | 8.92 | NA | NA | 8.93 | 7.45 | 4.15 | 8.28 | 8.00 | 5.79 | 6.34 | 5.51 | 10.75 | 9.37 | 16.77 | 18.23 | 8.35 | 6.24 | 5.59 | 6.52 | 5.52 | 6.17 | 7.23 |
| Draw Down(%) | NA | 13.39 | 13.39 | 13.39 | 16.67 | NA | NA | 36.50 | 13.39 | 1.91 | 6.78 | 8.99 | 5.21 | 7.22 | 4.52 | 11.88 | 7.26 | 16.67 | 35.58 | 6.66 | 6.75 | 4.34 | 8.18 | 4.20 | 11.64 | 10.42 |
| Yield(%) | NA | 2.65 | 2.12 | 2.36 | 3.06 | NA | NA | 3.49 | 2.64 | 0.26 | 3.40 | 2.88 | 2.68 | 2.65 | 4.41 | 3.69 | 3.93 | 3.90 | 3.36 | 6.39 | 4.85 | 5.31 | 4.41 | 3.66 | 1.69 | 2.69 |
Data as of 10/31/2018, 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 Strategic Asset Allocation - Equal Weight Moderate |
-6.86%
Feb 2006 - Feb 2009 |
0.15%
Feb 2004 - Feb 2009 |
4.63%
Oct 2007 - Oct 2017 |
6.18%
Nov 2003 - Nov 2018 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ARKANSAS PRODUCTS COMPANY 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
20.39%
Feb 2009 - Feb 2012 |
15.93%
Oct 2002 - Oct 2007 |
9.79%
Mar 2003 - Mar 2013 |
8.27%
Oct 2002 - Oct 2017 |
Annualized Rolling Returns Comparison Chart