Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 11.02% | 2.24% | 7.87% | 6.06% | 6.75% | 5.92% | 5.55% |
Data as of 07/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Strategic Asset Allocation - Equal Weight Moderate | 12/31/2000 | 10/24/2024 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Inception | 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 (%) | 1.08 | 11.02 | 2.24 | 7.87 | 6.06 | 6.75 | 5.92 | 5.55 | 11.59 | 12.31 | -13.21 | 8.47 | 20.83 | 19.62 | -7.26 | 14.30 | 5.34 | -2.36 | 2.44 | 14.26 | 14.00 | -4.03 | 7.58 | 16.79 | -21.70 | 7.52 | 12.42 | 5.91 | 9.43 | 17.76 | -7.47 | -0.10 |
| Sharpe Ratio | NA | 1.87 | -0.09 | 0.46 | 0.47 | NA | NA | 0.42 | 0.67 | 1.05 | -1.01 | 0.85 | 1.07 | 2.47 | -0.88 | 2.97 | 0.62 | -0.29 | 0.36 | 2.11 | 2.11 | -0.35 | 0.76 | 1.16 | -1.25 | 0.56 | 1.46 | 0.72 | 1.32 | 2.30 | -0.88 | -0.28 |
| Standard Deviation(%) | NA | 8.50 | 10.72 | 12.65 | 10.57 | NA | NA | 10.05 | 8.76 | 7.69 | 14.46 | 9.88 | 19.17 | 7.38 | 9.74 | 4.61 | 8.29 | 8.31 | 6.65 | 6.73 | 6.62 | 11.57 | 9.86 | 14.42 | 18.13 | 8.03 | 6.29 | 5.23 | 6.44 | 7.44 | 9.75 | 8.58 |
| Draw Down(%) | NA | 5.72 | 21.06 | 22.16 | 22.16 | NA | NA | 33.76 | 5.72 | 7.81 | 20.00 | 7.29 | 22.16 | 4.09 | 13.87 | 1.89 | 5.70 | 9.88 | 5.30 | 5.93 | 5.21 | 11.80 | 8.66 | 14.96 | 30.40 | 6.08 | 7.23 | 3.92 | 5.07 | 7.38 | 15.62 | 11.96 |
| Yield(%) | NA | 1.98 | 2.85 | 3.03 | 2.53 | NA | NA | 2.66 | 0.70 | 2.08 | 4.70 | 0.36 | 4.26 | 2.26 | 0.93 | 0.36 | 2.83 | 3.64 | 2.83 | 4.35 | 4.61 | 1.43 | 1.20 | 1.01 | 1.96 | 5.56 | 4.50 | 3.45 | 2.80 | 1.07 | 1.47 | 2.78 |
Data as of 07/31/2024, 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 |
|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Strategic Asset Allocation - Equal Weight Moderate |
-6.10%
Feb 2006 - Feb 2009 |
-0.72%
Feb 2004 - Feb 2009 |
3.37%
Dec 2006 - Dec 2016 |
3.71%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| TENNANT COMPANY PROFIT SHARING AND ESOP PLAN Strategic Asset Allocation - Equal Weight Moderate |
16.17%
Dec 2018 - Dec 2021 |
12.11%
Feb 2009 - Feb 2014 |
8.62%
Sep 2011 - Sep 2021 |
7.75%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart