Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Strategic Asset Allocation - Equal Weight Moderate | NA | 21.36% | 3.34% | 7.28% | 6.04% | 6.74% | 6.49% | 6.53% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Mcclatchy Company 401 K 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 (%) | -1.15 | 21.36 | 3.34 | 7.28 | 6.04 | 6.74 | 6.49 | 6.53 | NA | 7.45 | 15.44 | -12.49 | 6.59 | 16.50 | 18.45 | -7.51 | 13.84 | 3.17 | 1.65 | 1.54 | 12.38 | 13.25 | -0.79 | 11.85 | 24.53 | -20.23 | 10.47 | 10.38 | 7.99 | 10.36 | 22.91 | -6.40 | 0.46 |
| Sharpe Ratio | NA | 0.27 | -0.06 | 0.31 | 0.42 | NA | NA | 0.49 | 0.08 | 0.11 | 1.33 | -1.01 | 0.72 | 0.91 | 2.48 | -0.96 | 3.17 | 0.36 | 0.19 | 0.24 | 1.93 | 2.01 | -0.07 | 1.19 | 1.85 | -1.13 | 0.89 | 1.05 | 1.05 | 1.09 | 2.59 | -0.69 | -0.18 |
| Standard Deviation(%) | NA | 7.93 | 10.39 | 12.07 | 10.08 | NA | NA | 10.09 | 6.91 | 7.97 | 8.43 | 13.75 | 9.07 | 17.91 | 6.87 | 9.16 | 4.17 | 8.26 | 8.62 | 6.50 | 6.41 | 6.57 | 12.61 | 9.88 | 13.23 | 18.64 | 8.40 | 6.79 | 5.54 | 8.62 | 8.59 | 10.95 | 10.17 |
| Draw Down(%) | NA | 5.35 | 17.07 | 21.56 | 21.56 | NA | NA | 31.07 | 0.47 | 5.35 | 7.55 | 17.80 | 4.79 | 21.56 | 3.32 | 14.07 | 2.29 | 7.57 | 8.27 | 4.94 | 6.46 | 5.23 | 12.79 | 7.73 | 13.35 | 30.82 | 5.29 | 7.54 | 3.37 | 7.25 | 8.01 | 15.93 | 15.23 |
| Yield(%) | NA | 3.54 | 2.72 | 2.80 | 2.74 | NA | NA | 3.34 | NA | 0.88 | 3.52 | 1.36 | 2.71 | 2.70 | 3.25 | 2.42 | 0.52 | 1.65 | 5.92 | 2.54 | 1.97 | 3.97 | 2.62 | 4.05 | 4.13 | 5.40 | 5.87 | 4.09 | 3.69 | 3.12 | 2.70 | 3.49 | 4.28 |
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 |
|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Strategic Asset Allocation - Equal Weight Moderate |
-4.44%
Feb 2006 - Feb 2009 |
0.58%
Feb 2004 - Feb 2009 |
4.42%
Oct 2013 - Oct 2023 |
4.48%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Mcclatchy Company 401 K Plan Strategic Asset Allocation - Equal Weight Moderate |
16.89%
Feb 2009 - Feb 2012 |
13.84%
Feb 2009 - Feb 2014 |
9.10%
Mar 2003 - Mar 2013 |
8.29%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart