Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | NA | 19.39% | 4.67% | 9.62% | 7.36% | 8.99% | 9.10% | 9.14% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 10/31/2024.
AR inception is since 12/31/2000.
AR inception is since 12/31/2000.
| 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 (%) | -1.04 | 19.39 | 4.67 | 9.62 | 7.36 | 8.99 | 9.10 | 9.14 | NA | 5.97 | 12.45 | -5.49 | 10.03 | 20.80 | 12.03 | -4.41 | 11.18 | 9.93 | -0.27 | 6.35 | 20.22 | 10.89 | 4.35 | 18.72 | 13.61 | 0.22 | 9.00 | 14.44 | 7.65 | 10.41 | 24.74 | 1.50 | -0.53 |
| Sharpe Ratio | NA | 0.11 | 0.03 | 0.53 | 0.54 | NA | NA | 0.80 | 0.07 | -0.07 | 0.95 | -0.54 | 0.85 | 1.55 | 1.42 | -0.58 | 2.01 | 1.18 | -0.03 | 0.82 | 2.57 | 1.48 | 0.30 | 1.53 | 1.44 | -0.12 | 0.59 | 1.36 | 0.83 | 1.30 | 3.34 | 0.07 | -0.36 |
| Standard Deviation(%) | NA | 9.39 | 10.42 | 11.33 | 9.84 | NA | NA | 9.20 | 8.90 | 9.48 | 8.60 | 12.72 | 11.80 | 13.29 | 7.45 | 9.93 | 5.25 | 8.25 | 8.98 | 7.77 | 7.86 | 7.30 | 14.36 | 12.15 | 9.39 | 5.74 | 10.23 | 8.24 | 6.61 | 7.29 | 7.20 | 5.43 | 7.79 |
| Draw Down(%) | NA | 7.30 | 10.77 | 13.88 | 13.88 | NA | NA | 13.88 | 0.66 | 7.30 | 7.71 | 10.92 | 6.40 | 13.88 | 4.72 | 12.97 | 2.02 | 5.30 | 9.42 | 4.71 | 4.52 | 5.09 | 12.66 | 8.11 | 4.63 | 5.43 | 6.99 | 9.48 | 4.67 | 7.48 | 3.29 | 3.96 | 9.41 |
| Yield(%) | NA | 2.21 | 3.96 | 3.73 | 3.73 | NA | NA | 0.00 | NA | 1.10 | 2.12 | 3.95 | 5.70 | 4.35 | 3.20 | 3.34 | 1.97 | 3.41 | 4.59 | 5.17 | 4.77 | 3.61 | 2.20 | 2.15 | 3.76 | 4.38 | 6.87 | 7.12 | 4.10 | 2.41 | 3.60 | 5.62 | 5.32 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
2.74%
Mar 2017 - Mar 2020 |
3.43%
Mar 2015 - Mar 2020 |
6.25%
Oct 2013 - Oct 2023 |
7.85%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GORDON FOOD SERVICE INC. PROFIT SHARING PLAN Tactical Asset Allocation Moderate |
15.40%
Apr 2003 - Apr 2006 |
14.23%
Feb 2009 - Feb 2014 |
11.55%
Apr 2003 - Apr 2013 |
10.71%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart