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 - Optimal Moderate | NA | 25.01% | 2.10% | 6.81% | 6.10% | 7.56% | 6.91% | 6.88% |
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 - 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 (%) | -1.14 | 25.01 | 2.10 | 6.81 | 6.10 | 7.56 | 6.91 | 6.88 | NA | 10.97 | 14.77 | -17.52 | 9.10 | 16.45 | 18.80 | -5.94 | 11.47 | 5.32 | 1.89 | 6.13 | 15.58 | 14.31 | -1.96 | 15.07 | 26.55 | -24.53 | 9.96 | 10.85 | 8.60 | 12.00 | 21.65 | -7.40 | 2.16 |
| Sharpe Ratio | NA | 0.67 | -0.15 | 0.27 | 0.42 | NA | NA | 0.48 | 0.03 | 0.55 | 1.19 | -1.24 | 1.06 | 0.88 | 2.46 | -0.79 | 2.66 | 0.62 | 0.21 | 0.92 | 2.22 | 1.90 | -0.13 | 1.24 | 1.59 | -1.16 | 0.76 | 0.99 | 0.95 | 1.32 | 2.33 | -0.71 | -0.01 |
| Standard Deviation(%) | NA | 7.98 | 11.17 | 12.55 | 10.39 | NA | NA | 11.15 | 7.81 | 8.02 | 8.82 | 15.21 | 8.58 | 18.38 | 7.07 | 9.15 | 4.07 | 8.20 | 8.74 | 6.62 | 7.00 | 7.51 | 15.42 | 12.08 | 16.64 | 21.94 | 9.15 | 7.63 | 6.79 | 8.39 | 8.97 | 12.03 | 11.27 |
| Draw Down(%) | NA | 4.52 | 21.85 | 22.88 | 22.88 | NA | NA | 37.05 | 0.66 | 4.52 | 8.48 | 22.71 | 4.09 | 21.73 | 3.68 | 13.00 | 2.18 | 7.45 | 7.57 | 4.63 | 6.24 | 5.91 | 16.02 | 9.14 | 17.32 | 34.85 | 5.90 | 8.12 | 4.30 | 6.65 | 7.73 | 17.71 | 15.05 |
| Yield(%) | NA | 3.52 | 2.91 | 3.00 | 2.94 | NA | NA | 3.43 | NA | 0.99 | 3.26 | 2.24 | 2.43 | 3.23 | 3.16 | 2.48 | 0.57 | 2.27 | 6.02 | 3.06 | 2.42 | 4.18 | 2.17 | 3.89 | 4.21 | 4.89 | 6.39 | 4.06 | 3.22 | 2.94 | 2.86 | 3.70 | 4.27 |
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 - Optimal Moderate |
-7.41%
Feb 2006 - Feb 2009 |
-0.76%
Feb 2004 - Feb 2009 |
4.56%
Oct 2013 - Oct 2023 |
4.77%
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 - Optimal Moderate |
19.72%
Feb 2009 - Feb 2012 |
16.57%
Feb 2009 - Feb 2014 |
10.53%
Feb 2009 - Feb 2019 |
9.17%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart