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 |
|---|---|---|---|---|---|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate | NA | 21.50% | 2.22% | 5.54% | 5.09% | 5.92% | 7.14% | 7.48% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation 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 (%) | -1.12 | 21.50 | 2.22 | 5.54 | 5.09 | 5.92 | 7.14 | 7.48 | NA | 6.13 | 12.32 | -12.91 | 9.82 | 9.98 | 10.03 | -0.54 | 13.66 | 3.67 | -1.85 | 2.12 | 16.45 | 7.96 | -3.67 | 11.21 | 18.49 | 0.07 | 13.24 | 15.64 | 7.40 | 11.66 | 20.27 | 2.96 | 2.03 |
| Sharpe Ratio | NA | 0.05 | -0.23 | 0.22 | 0.39 | NA | NA | 0.74 | 0.05 | -0.05 | 0.93 | -1.00 | 1.24 | 1.10 | 1.97 | -0.25 | 2.66 | 0.85 | -0.36 | 0.27 | 2.13 | 1.46 | -0.35 | 0.96 | 2.05 | -0.22 | 1.05 | 1.49 | 0.83 | 1.36 | 3.81 | 0.47 | -0.06 |
| Standard Deviation(%) | NA | 8.71 | 10.88 | 9.95 | 7.98 | NA | NA | 7.80 | 6.55 | 8.74 | 8.64 | 14.27 | 7.88 | 8.83 | 4.37 | 7.45 | 4.90 | 4.10 | 5.21 | 7.76 | 7.70 | 5.43 | 10.61 | 11.54 | 8.98 | 3.90 | 9.71 | 8.30 | 6.27 | 7.88 | 5.13 | 3.97 | 5.05 |
| Draw Down(%) | NA | 5.70 | 21.12 | 21.12 | 21.12 | NA | NA | 21.12 | 0.45 | 5.70 | 8.82 | 21.12 | 3.63 | 11.06 | 3.45 | 7.97 | 1.88 | 2.90 | 6.20 | 6.30 | 5.54 | 4.97 | 12.99 | 9.73 | 5.75 | 3.35 | 6.56 | 10.11 | 5.08 | 9.36 | 2.78 | 3.84 | 6.90 |
| Yield(%) | NA | 2.83 | 3.57 | 4.07 | 3.80 | NA | NA | 4.00 | NA | 0.75 | 2.65 | 3.01 | 4.68 | 5.22 | 4.73 | 3.04 | 0.23 | 3.11 | 5.09 | 5.74 | 3.74 | 3.97 | 2.00 | 3.78 | 4.08 | 2.90 | 5.44 | 7.45 | 2.64 | 3.78 | 2.93 | 5.26 | 5.73 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate |
-0.25%
Sep 2019 - Sep 2022 |
1.34%
Sep 2017 - Sep 2022 |
3.49%
Oct 2013 - Oct 2023 |
4.72%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Tactical Asset Allocation Moderate |
15.62%
Oct 2004 - Oct 2007 |
14.66%
Oct 2002 - Oct 2007 |
11.12%
Apr 2001 - Apr 2011 |
9.11%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart