Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 19.85% | 6.29% | 6.66% | 4.35% | 6.20% | 5.80% | 5.69% |
Data as of 10/31/2023, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.17 | 19.85 | 6.29 | 6.66 | 4.35 | 6.20 | 5.80 | 5.69 | 1.45 | 22.01 | -6.51 | 4.80 | 14.99 | 11.83 | -5.38 | 12.37 | 3.26 | -1.32 | -1.36 | 15.11 | 10.90 | -4.52 | 11.80 | 29.59 | -27.32 | 12.27 | 11.41 | 11.17 | 10.67 | 20.03 | -7.40 | 2.32 |
| Sharpe Ratio | NA | 1.84 | 0.47 | 0.61 | 0.48 | NA | NA | 0.50 | 0.19 | 2.45 | -0.62 | 0.52 | 0.87 | 1.49 | -0.74 | 2.53 | 0.36 | -0.16 | -0.21 | 2.69 | 1.84 | -0.44 | 1.42 | 2.28 | -1.39 | 0.95 | 1.00 | 1.91 | 1.44 | 2.74 | -0.92 | 0.00 |
| Standard Deviation(%) | NA | 7.08 | 9.92 | 11.23 | 9.63 | NA | NA | 9.75 | 6.20 | 7.25 | 12.77 | 9.17 | 16.97 | 6.98 | 9.08 | 4.63 | 8.53 | 8.41 | 6.69 | 5.61 | 5.88 | 10.43 | 8.25 | 12.92 | 20.33 | 9.78 | 8.15 | 4.72 | 6.77 | 7.06 | 9.22 | 8.11 |
| Draw Down(%) | NA | 4.54 | 16.46 | 20.58 | 20.58 | NA | NA | 37.12 | 1.18 | 4.54 | 15.69 | 5.80 | 20.58 | 3.68 | 12.64 | 2.46 | 6.91 | 9.58 | 7.32 | 4.26 | 5.79 | 11.83 | 6.21 | 11.64 | 34.54 | 7.78 | 11.47 | 3.09 | 6.44 | 6.28 | 15.31 | 12.77 |
| Yield(%) | NA | 14.01 | 8.72 | 7.00 | 4.73 | NA | NA | 3.70 | 0.87 | 14.41 | 6.36 | 4.91 | 5.40 | 3.56 | 3.30 | 0.69 | 2.32 | 4.02 | 2.03 | 3.67 | 2.90 | 1.68 | 1.31 | 1.56 | 3.44 | 4.78 | 3.58 | 2.47 | 3.50 | 2.19 | 2.56 | 3.64 |
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 |
|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.30%
Feb 2006 - Feb 2009 |
0.37%
Feb 2004 - Feb 2009 |
3.33%
Oct 2007 - Oct 2017 |
2.88%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| REC SILICON INC. 401K AND SAVINGS PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.98%
Mar 2003 - Mar 2006 |
14.53%
Oct 2002 - Oct 2007 |
8.15%
Mar 2003 - Mar 2013 |
7.36%
Dec 2008 - Dec 2023 |
Annualized Rolling Returns Comparison Chart