Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Savings and Retirement Plan for Affiliated Post Companies Tactical Asset Allocation Moderate | NA | 25.45% | 6.52% | 10.18% | 7.92% | 9.33% | 9.17% | 9.48% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Savings and Retirement Plan for Affiliated Post Companies Tactical Asset Allocation 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 (%) | -1.07 | 25.45 | 6.52 | 10.18 | 7.92 | 9.33 | 9.17 | 9.48 | NA | 12.94 | 15.73 | -8.46 | 13.53 | 13.69 | 18.44 | -2.46 | 11.02 | 10.93 | -4.26 | 6.68 | 20.08 | 9.97 | 2.51 | 17.48 | 22.59 | -2.58 | 7.24 | 10.94 | 6.01 | 11.54 | 21.10 | 3.19 | 6.71 |
| Sharpe Ratio | NA | 0.85 | 0.28 | 0.50 | 0.56 | NA | NA | 0.82 | 0.04 | 0.71 | 1.26 | -0.71 | 1.36 | 0.67 | 2.25 | -0.35 | 2.13 | 1.24 | -0.46 | 0.93 | 2.60 | 1.26 | 0.19 | 1.44 | 2.24 | -0.97 | 0.49 | 1.02 | 0.48 | 1.31 | 2.78 | 0.46 | 0.87 |
| Standard Deviation(%) | NA | 8.88 | 10.87 | 13.06 | 10.99 | NA | NA | 9.51 | 10.73 | 8.92 | 9.08 | 13.91 | 9.90 | 19.94 | 7.57 | 10.70 | 4.87 | 8.63 | 9.40 | 7.16 | 7.72 | 7.86 | 12.90 | 12.04 | 10.06 | 3.63 | 8.71 | 7.52 | 7.99 | 8.11 | 7.33 | 4.52 | 5.03 |
| Draw Down(%) | NA | 5.45 | 13.70 | 21.69 | 21.69 | NA | NA | 21.69 | 0.90 | 5.45 | 8.13 | 15.26 | 5.11 | 21.69 | 4.24 | 12.96 | 2.23 | 6.55 | 10.18 | 4.33 | 4.62 | 5.41 | 11.26 | 9.05 | 5.29 | 4.66 | 4.81 | 6.53 | 5.34 | 6.85 | 2.83 | 2.12 | 3.95 |
| Yield(%) | NA | 1.82 | 2.76 | 3.63 | 3.28 | NA | NA | 0.00 | NA | 0.97 | 1.93 | 4.63 | 1.42 | 5.58 | 5.91 | 1.82 | 5.72 | 3.17 | 1.55 | 1.66 | 2.27 | 1.77 | 1.59 | 2.56 | 3.61 | 3.99 | 6.39 | 5.38 | 2.92 | 2.29 | 3.58 | 5.18 | 5.68 |
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 |
|---|---|---|---|---|
| Savings and Retirement Plan for Affiliated Post Companies Tactical Asset Allocation Moderate |
3.16%
Oct 2013 - Oct 2016 |
3.33%
Mar 2015 - Mar 2020 |
6.36%
Oct 2013 - Oct 2023 |
7.66%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Savings and Retirement Plan for Affiliated Post Companies Tactical Asset Allocation Moderate |
15.83%
Mar 2009 - Mar 2012 |
14.28%
Dec 2008 - Dec 2013 |
10.98%
Mar 2003 - Mar 2013 |
9.97%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart