Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 24.47% | 3.03% | 7.60% | 6.50% | 7.76% | 6.93% | 6.78% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GLEASON CORPORATION RETIREMENT SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -0.97 | 24.47 | 3.03 | 7.60 | 6.50 | 7.76 | 6.93 | 6.78 | NA | 9.80 | 12.09 | -12.52 | 8.62 | 17.56 | 20.18 | -5.77 | 11.34 | 7.74 | -1.13 | 6.66 | 14.39 | 12.27 | 0.47 | 14.03 | 22.44 | -24.37 | 8.57 | 13.02 | 7.87 | 12.70 | 21.89 | -6.63 | -1.68 |
| Sharpe Ratio | NA | 0.53 | -0.12 | 0.33 | 0.47 | NA | NA | 0.47 | 0.02 | 0.39 | 0.92 | -1.04 | 1.00 | 0.93 | 2.82 | -0.76 | 2.59 | 0.94 | -0.14 | 1.03 | 2.06 | 1.61 | 0.03 | 1.19 | 1.29 | -1.13 | 0.59 | 1.33 | 0.87 | 1.55 | 2.40 | -0.64 | -0.36 |
| Standard Deviation(%) | NA | 8.07 | 10.29 | 12.15 | 10.11 | NA | NA | 10.98 | 8.81 | 8.13 | 8.53 | 13.33 | 8.62 | 18.58 | 6.66 | 9.33 | 4.14 | 8.03 | 8.53 | 6.48 | 6.99 | 7.61 | 13.79 | 11.70 | 17.27 | 22.44 | 9.47 | 7.34 | 6.51 | 7.57 | 8.83 | 12.10 | 10.96 |
| Draw Down(%) | NA | 4.82 | 18.99 | 21.16 | 21.16 | NA | NA | 37.67 | 0.81 | 4.82 | 8.19 | 19.18 | 4.38 | 21.16 | 3.10 | 12.48 | 1.67 | 5.96 | 8.33 | 4.70 | 5.56 | 6.13 | 12.67 | 8.66 | 17.56 | 34.47 | 6.07 | 7.85 | 4.22 | 7.08 | 7.89 | 18.21 | 15.67 |
| Yield(%) | NA | 2.82 | 2.34 | 2.20 | 2.08 | NA | NA | 2.62 | NA | 0.88 | 2.44 | 2.05 | 1.78 | 1.84 | 2.51 | 1.78 | 0.50 | 2.95 | 2.18 | 2.39 | 2.72 | 2.80 | 2.28 | 2.41 | 3.22 | 2.69 | 3.29 | 3.03 | 2.90 | 2.82 | 3.23 | 3.22 | 4.24 |
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 - Optimal Moderate |
-7.32%
Feb 2006 - Feb 2009 |
-0.81%
Feb 2004 - Feb 2009 |
5.01%
Oct 2013 - Oct 2023 |
4.82%
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 - Optimal Moderate |
19.33%
Feb 2009 - Feb 2012 |
15.81%
Feb 2009 - Feb 2014 |
10.06%
Feb 2009 - Feb 2019 |
9.27%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart