Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate | NA | 20.77% | -0.56% | 6.89% | 5.93% | 7.06% | 6.47% | 6.82% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS 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 (%) | -0.91 | 20.77 | -0.56 | 6.89 | 5.93 | 7.06 | 6.47 | 6.82 | NA | 2.00 | 13.30 | -17.82 | 9.60 | 23.69 | 23.27 | -5.09 | 8.30 | 3.92 | 0.99 | 3.03 | 14.40 | 13.85 | -1.70 | 12.39 | 25.12 | -21.95 | 11.02 | 11.36 | 9.06 | 4.23 | 5.32 | 10.50 | 7.97 |
| Sharpe Ratio | NA | -0.27 | -0.33 | 0.19 | 0.35 | NA | NA | 0.48 | 0.09 | -0.50 | 0.98 | -1.14 | 0.63 | 1.29 | 2.93 | -0.72 | 1.12 | 0.43 | 0.11 | 0.47 | 2.01 | 1.75 | -0.12 | 1.12 | 1.63 | -1.15 | 0.99 | 1.05 | 1.07 | 0.66 | 0.90 | 2.25 | 0.95 |
| Standard Deviation(%) | NA | 9.11 | 12.30 | 14.26 | 11.61 | NA | NA | 10.64 | 8.55 | 9.21 | 9.26 | 16.92 | 15.09 | 18.15 | 7.45 | 8.94 | 6.86 | 8.55 | 8.87 | 6.38 | 7.16 | 7.86 | 13.87 | 10.97 | 15.33 | 19.81 | 8.12 | 7.70 | 6.45 | 4.97 | 5.12 | 4.18 | 5.99 |
| Draw Down(%) | NA | 7.91 | 20.74 | 28.03 | 28.03 | NA | NA | 33.57 | 0.62 | 7.91 | 9.80 | 23.65 | 8.45 | 23.08 | 2.96 | 11.74 | 6.18 | 6.65 | 9.77 | 5.81 | 6.77 | 6.39 | 14.73 | 7.68 | 14.74 | 33.01 | 6.53 | 7.09 | 3.99 | 6.19 | 5.60 | 2.96 | 4.43 |
| Yield(%) | NA | 3.73 | 6.63 | 7.47 | 5.75 | NA | NA | 5.22 | NA | 0.63 | 3.45 | 3.48 | 12.15 | 9.25 | 8.88 | 6.54 | 0.14 | 1.92 | 7.94 | 4.09 | 5.99 | 5.45 | 3.06 | 2.95 | 3.03 | 3.48 | 5.27 | 2.87 | 2.18 | 6.54 | 4.21 | 6.66 | 9.93 |
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 |
|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
-5.57%
Feb 2006 - Feb 2009 |
-0.44%
Feb 2004 - Feb 2009 |
4.53%
Oct 2013 - Oct 2023 |
4.90%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PLUMBERS LOCAL UNION NO. 1 EMPLOYEE 401K SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate |
18.67%
Dec 2018 - Dec 2021 |
14.97%
Feb 2009 - Feb 2014 |
9.57%
Sep 2011 - Sep 2021 |
8.71%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart