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 Strategic Asset Allocation - Optimal Moderate | NA | 26.44% | 6.32% | 9.97% | 8.00% | 9.36% | 7.67% | 7.99% |
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 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 (%) | -1.09 | 26.44 | 6.32 | 9.97 | 8.00 | 9.36 | 7.67 | 7.99 | NA | 13.17 | 11.99 | -7.50 | 10.64 | 20.05 | 18.67 | -2.61 | 9.55 | 10.66 | -3.34 | 6.71 | 20.78 | 12.36 | 4.71 | 11.51 | 23.08 | -24.22 | 4.65 | 9.48 | 6.87 | 10.94 | 16.62 | -2.71 | 13.14 |
| Sharpe Ratio | NA | 0.92 | 0.15 | 0.51 | 0.56 | NA | NA | 0.57 | 0.04 | 0.79 | 0.89 | -0.63 | 1.16 | 0.96 | 2.18 | -0.36 | 1.87 | 1.28 | -0.36 | 0.94 | 3.06 | 1.73 | 0.36 | 0.93 | 1.27 | -1.17 | 0.18 | 0.90 | 0.60 | 1.27 | 1.92 | -0.35 | 1.12 |
| Standard Deviation(%) | NA | 8.25 | 10.74 | 13.07 | 10.99 | NA | NA | 11.19 | 10.65 | 8.28 | 8.66 | 14.21 | 9.14 | 20.59 | 7.90 | 10.79 | 4.77 | 8.19 | 9.40 | 7.13 | 6.79 | 7.10 | 12.93 | 12.26 | 18.13 | 21.53 | 9.00 | 6.93 | 7.89 | 7.88 | 8.29 | 10.91 | 9.67 |
| Draw Down(%) | NA | 4.23 | 14.83 | 22.29 | 22.29 | NA | NA | 38.16 | 0.94 | 4.23 | 7.92 | 15.20 | 3.69 | 22.29 | 4.15 | 13.03 | 2.07 | 6.50 | 9.39 | 4.24 | 3.13 | 5.24 | 11.19 | 10.89 | 17.84 | 33.01 | 6.03 | 6.43 | 4.88 | 6.75 | 6.62 | 15.29 | 9.17 |
| Yield(%) | NA | 2.54 | 4.10 | 4.01 | 2.84 | NA | NA | 3.02 | NA | 0.90 | 1.99 | 4.92 | 4.39 | 5.38 | 2.83 | 1.60 | 0.45 | 2.44 | 1.90 | 1.81 | 1.85 | 1.80 | 1.74 | 2.19 | 2.62 | 3.62 | 6.86 | 4.85 | 3.26 | 2.31 | 2.81 | 3.25 | 3.74 |
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 Strategic Asset Allocation - Optimal Moderate |
-8.95%
Feb 2006 - Feb 2009 |
-2.59%
Feb 2004 - Feb 2009 |
5.24%
Jan 2006 - Jan 2016 |
5.89%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Savings and Retirement Plan for Affiliated Post Companies Strategic Asset Allocation - Optimal Moderate |
20.17%
Feb 2009 - Feb 2012 |
17.66%
Feb 2009 - Feb 2014 |
11.25%
Feb 2009 - Feb 2019 |
10.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart