Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 20.12% | 3.81% | 7.55% | 6.23% | 6.81% | 6.47% | 6.49% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS 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 (%) | -0.93 | 20.12 | 3.81 | 7.55 | 6.23 | 6.81 | 6.47 | 6.49 | NA | 10.54 | 11.25 | -8.95 | 7.39 | 15.69 | 19.48 | -7.36 | 13.88 | 6.26 | -1.50 | 2.59 | 11.62 | 10.44 | 0.68 | 11.64 | 21.25 | -19.45 | 9.30 | 12.33 | 6.48 | 10.18 | 22.55 | -4.53 | -0.89 |
| Sharpe Ratio | NA | 0.66 | 0.02 | 0.38 | 0.48 | NA | NA | 0.52 | 0.04 | 0.52 | 0.95 | -0.85 | 0.87 | 0.88 | 2.64 | -0.89 | 3.00 | 0.69 | -0.18 | 0.40 | 1.81 | 1.76 | 0.06 | 1.32 | 1.56 | -1.20 | 0.76 | 1.47 | 0.79 | 1.44 | 2.76 | -0.56 | -0.36 |
| Standard Deviation(%) | NA | 7.58 | 9.33 | 11.32 | 9.75 | NA | NA | 9.47 | 7.36 | 7.64 | 7.40 | 12.16 | 8.51 | 17.50 | 6.84 | 9.73 | 4.42 | 8.72 | 8.60 | 6.51 | 6.39 | 5.89 | 10.46 | 8.78 | 13.57 | 17.00 | 8.31 | 6.18 | 5.44 | 6.40 | 7.92 | 10.02 | 8.92 |
| Draw Down(%) | NA | 4.94 | 15.43 | 20.84 | 20.84 | NA | NA | 30.55 | 0.55 | 4.94 | 6.51 | 15.66 | 4.13 | 20.84 | 3.40 | 14.12 | 1.78 | 6.73 | 9.14 | 5.47 | 6.06 | 4.80 | 9.54 | 6.77 | 13.63 | 29.27 | 5.55 | 6.56 | 3.90 | 6.50 | 6.65 | 14.51 | 12.45 |
| Yield(%) | NA | 3.28 | 2.46 | 2.34 | 2.13 | NA | NA | 2.80 | NA | 0.96 | 3.23 | 1.85 | 1.51 | 1.95 | 2.61 | 1.58 | 0.56 | 2.92 | 2.26 | 2.13 | 1.73 | 2.90 | 2.70 | 2.71 | 3.06 | 3.29 | 3.44 | 3.83 | 3.64 | 3.58 | 3.37 | 3.64 | 4.99 |
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 |
|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.37%
Feb 2006 - Feb 2009 |
0.42%
Feb 2004 - Feb 2009 |
4.64%
Feb 2006 - Feb 2016 |
4.51%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.57%
Feb 2009 - Feb 2012 |
13.26%
Feb 2009 - Feb 2014 |
8.51%
Mar 2003 - Mar 2013 |
8.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart