Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Strategic Asset Allocation - Optimal Moderate | NA | 26.19% | 2.14% | 7.76% | 6.52% | 7.74% | 7.64% | 8.05% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Strategic Asset Allocation - Optimal 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 (%) | -1.13 | 26.19 | 2.14 | 7.76 | 6.52 | 7.74 | 7.64 | 8.05 | NA | 11.74 | 11.41 | -13.70 | 8.50 | 19.14 | 18.83 | -5.00 | 13.79 | 6.53 | -2.50 | 4.09 | 15.66 | 14.90 | -2.60 | 14.61 | 34.35 | -23.63 | 11.23 | 12.46 | 10.86 | 13.55 | 22.02 | -4.06 | 8.96 |
| Sharpe Ratio | NA | 0.75 | -0.10 | 0.36 | 0.46 | NA | NA | 0.59 | 0.05 | 0.63 | 0.76 | -1.05 | 1.04 | 1.04 | 2.72 | -0.66 | 2.94 | 0.74 | -0.29 | 0.55 | 2.13 | 1.87 | -0.18 | 1.17 | 1.96 | -1.13 | 0.90 | 1.09 | 1.30 | 1.67 | 2.70 | -0.58 | 0.73 |
| Standard Deviation(%) | NA | 8.21 | 11.01 | 12.35 | 10.32 | NA | NA | 10.95 | 8.31 | 8.23 | 9.42 | 14.39 | 8.17 | 18.18 | 6.40 | 9.61 | 4.48 | 8.56 | 8.84 | 7.35 | 7.34 | 7.93 | 14.81 | 12.38 | 17.43 | 21.78 | 9.19 | 8.44 | 6.71 | 7.55 | 7.91 | 8.91 | 9.15 |
| Draw Down(%) | NA | 4.52 | 21.08 | 23.02 | 23.02 | NA | NA | 36.12 | 0.68 | 4.52 | 8.88 | 21.33 | 4.80 | 20.84 | 3.24 | 13.46 | 1.71 | 7.71 | 9.91 | 5.52 | 6.72 | 6.00 | 16.65 | 9.69 | 16.76 | 34.58 | 5.95 | 9.59 | 4.52 | 7.18 | 6.89 | 14.58 | 11.99 |
| Yield(%) | NA | 3.66 | 2.96 | 3.95 | 3.80 | NA | NA | 4.10 | NA | 0.89 | 3.27 | 3.14 | 2.04 | 6.29 | 4.03 | 2.28 | 3.13 | 3.99 | 4.28 | 4.64 | 3.70 | 3.97 | 3.02 | 3.78 | 3.33 | 6.60 | 5.71 | 6.90 | 4.83 | 4.25 | 2.92 | 3.50 | 3.73 |
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 |
|---|---|---|---|---|
| VOITH RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES Strategic Asset Allocation - Optimal Moderate |
-5.89%
Feb 2006 - Feb 2009 |
0.89%
Feb 2004 - Feb 2009 |
4.59%
Oct 2013 - Oct 2023 |
5.39%
Sep 2007 - Sep 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 Strategic Asset Allocation - Optimal Moderate |
20.94%
Feb 2009 - Feb 2012 |
17.89%
Feb 2009 - Feb 2014 |
10.62%
Mar 2003 - Mar 2013 |
9.61%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart