Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Strategic Asset Allocation - Optimal Moderate | NA | 9.00% | 1.41% | 1.81% | 1.92% | 2.28% | 2.76% | 3.21% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN 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 (%) | 0.07 | 9.00 | 1.41 | 1.81 | 1.92 | 2.28 | 2.76 | 3.21 | NA | 4.56 | 5.84 | -5.84 | -0.43 | 4.94 | 5.74 | 0.31 | 0.52 | 2.91 | 1.04 | 1.92 | 0.99 | 4.53 | 2.19 | 4.92 | 14.03 | -4.73 | 5.86 | 5.00 | 2.21 | 2.12 | 4.00 | 5.09 | 7.65 |
| Sharpe Ratio | NA | -0.67 | -0.76 | -0.27 | 0.12 | NA | NA | 0.77 | -0.12 | -0.75 | 0.44 | -1.96 | -0.33 | 1.64 | 2.52 | -0.70 | -0.09 | 1.62 | 0.61 | 1.35 | 0.70 | 3.63 | 1.36 | 2.46 | 4.93 | -1.41 | 1.16 | 0.95 | 0.03 | 0.58 | 1.50 | 1.46 | 1.67 |
| Standard Deviation(%) | NA | 2.68 | 3.35 | 2.96 | 2.37 | NA | NA | 2.34 | 1.29 | 2.70 | 3.57 | 3.68 | 1.40 | 2.87 | 1.72 | 1.43 | 1.24 | 1.67 | 1.65 | 1.41 | 1.37 | 1.24 | 1.59 | 1.97 | 2.83 | 4.00 | 2.47 | 1.82 | 1.57 | 2.04 | 2.21 | 2.73 | 3.20 |
| Draw Down(%) | NA | 1.37 | 7.94 | 9.36 | 9.36 | NA | NA | 9.36 | 0.19 | 1.37 | 2.06 | 8.45 | 1.43 | 6.14 | 0.93 | 1.88 | 1.12 | 1.42 | 0.85 | 0.72 | 1.71 | 0.46 | 1.22 | 1.30 | 1.67 | 8.28 | 1.03 | 0.57 | 0.96 | 2.03 | 1.53 | 1.86 | 1.89 |
| Yield(%) | NA | 3.86 | 2.59 | 2.48 | 2.18 | NA | NA | 3.28 | NA | 1.58 | 2.95 | 1.80 | 1.95 | 2.11 | 2.94 | 2.09 | 0.52 | 2.26 | 2.00 | 2.30 | 2.20 | 2.74 | 3.42 | 3.22 | 4.37 | 4.74 | 4.97 | 4.50 | 3.64 | 3.44 | 3.93 | 5.35 | 6.54 |
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 |
|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Strategic Asset Allocation - Optimal Moderate |
-1.28%
Oct 2020 - Oct 2023 |
0.34%
Oct 2017 - Oct 2022 |
0.99%
Oct 2012 - Oct 2022 |
2.00%
Feb 2008 - Feb 2023 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| DAKOTA GASIFICATION COMPANY 401K PLAN Strategic Asset Allocation - Optimal Moderate |
7.27%
Oct 2008 - Oct 2011 |
5.52%
Nov 2008 - Nov 2013 |
4.43%
Feb 2001 - Feb 2011 |
3.69%
Apr 2001 - Apr 2016 |
Annualized Rolling Returns Comparison Chart