Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 24.44% | 1.54% | 8.67% | 7.28% | 7.62% | 6.80% | 6.38% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -0.79 | 24.44 | 1.54 | 8.67 | 7.28 | 7.62 | 6.80 | 6.38 | NA | 6.90 | 13.36 | -14.62 | 2.57 | 29.73 | 21.90 | -3.65 | 15.07 | 3.76 | 0.75 | 0.33 | 12.63 | 10.28 | 2.66 | 11.90 | 23.26 | -19.99 | 7.84 | 9.36 | 5.53 | 8.83 | 16.66 | -7.47 | -1.27 |
| Sharpe Ratio | NA | 0.17 | -0.16 | 0.29 | 0.46 | NA | NA | 0.49 | 0.08 | 0.03 | 0.94 | -1.00 | 0.21 | 1.55 | 2.28 | -0.47 | 2.55 | 0.38 | 0.08 | 0.04 | 2.12 | 2.14 | 0.29 | 1.53 | 2.23 | -1.40 | 0.71 | 1.19 | 0.86 | 1.60 | 3.05 | -1.09 | -0.48 |
| Standard Deviation(%) | NA | 11.34 | 12.67 | 14.11 | 11.77 | NA | NA | 9.64 | 9.77 | 11.37 | 9.71 | 16.06 | 12.19 | 19.05 | 8.98 | 10.63 | 5.67 | 9.30 | 8.92 | 7.17 | 5.94 | 4.79 | 8.99 | 7.75 | 10.37 | 14.92 | 6.82 | 5.09 | 3.91 | 4.93 | 5.23 | 7.87 | 7.46 |
| Draw Down(%) | NA | 7.60 | 19.77 | 24.09 | 24.09 | NA | NA | 29.83 | 0.69 | 7.60 | 9.52 | 20.82 | 8.51 | 19.73 | 5.63 | 13.09 | 3.02 | 8.69 | 9.58 | 5.72 | 5.43 | 3.93 | 8.49 | 6.00 | 11.56 | 29.43 | 4.46 | 5.73 | 3.17 | 5.45 | 4.90 | 14.99 | 12.11 |
| Yield(%) | NA | 3.83 | 5.40 | 4.37 | 3.40 | NA | NA | 3.54 | NA | 0.50 | 4.14 | 3.73 | 7.31 | 2.86 | 4.81 | 3.49 | 0.25 | 1.29 | 2.33 | 3.48 | 3.47 | 3.35 | 3.48 | 3.35 | 4.22 | 4.74 | 5.42 | 4.97 | 3.44 | 2.73 | 2.27 | 2.49 | 3.36 |
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 |
|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.77%
Feb 2006 - Feb 2009 |
-0.16%
Feb 2004 - Feb 2009 |
4.54%
Feb 2006 - Feb 2016 |
4.53%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| INTERNATIONAL SPECIALTY PRODUCTS INC. 401K PLAN Strategic Asset Allocation - Equal Weight Moderate |
17.50%
Dec 2018 - Dec 2021 |
14.34%
Feb 2016 - Feb 2021 |
9.35%
Sep 2011 - Sep 2021 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart