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 - Optimal Moderate | NA | 15.51% | 2.92% | 8.10% | 7.17% | 7.81% | 6.43% | 5.88% |
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 - Optimal 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 (%) | 1.71 | 15.51 | 2.92 | 8.10 | 7.17 | 7.81 | 6.43 | 5.88 | 13.65 | 14.29 | -15.24 | 8.17 | 21.28 | 20.43 | -4.98 | 13.26 | 7.39 | -0.04 | 5.88 | 17.63 | 10.60 | -3.96 | 10.89 | 17.61 | -24.46 | 6.07 | 11.72 | 6.35 | 8.64 | 19.70 | -10.67 | 0.42 |
| Sharpe Ratio | NA | 2.59 | -0.01 | 0.47 | 0.56 | NA | NA | 0.41 | 0.89 | 1.09 | -1.06 | 0.87 | 1.09 | 2.65 | -0.66 | 2.99 | 0.90 | -0.01 | 0.97 | 2.37 | 1.29 | -0.26 | 0.92 | 1.07 | -1.19 | 0.33 | 1.18 | 0.68 | 1.03 | 2.08 | -0.95 | -0.18 |
| Standard Deviation(%) | NA | 9.07 | 11.66 | 13.14 | 10.69 | NA | NA | 11.16 | 8.88 | 9.22 | 15.74 | 9.39 | 19.33 | 7.19 | 9.49 | 4.22 | 7.96 | 7.27 | 6.05 | 7.43 | 8.16 | 15.16 | 11.77 | 16.31 | 21.28 | 9.32 | 7.15 | 6.13 | 7.46 | 9.15 | 12.39 | 10.50 |
| Draw Down(%) | NA | 5.02 | 22.89 | 22.89 | 22.89 | NA | NA | 37.94 | 5.02 | 9.70 | 22.45 | 6.53 | 21.83 | 3.76 | 11.81 | 1.75 | 4.89 | 6.92 | 3.67 | 5.85 | 7.06 | 15.18 | 9.90 | 17.29 | 32.49 | 6.86 | 8.30 | 4.70 | 6.73 | 8.21 | 19.01 | 14.77 |
| Yield(%) | NA | 5.38 | 4.87 | 4.29 | 3.00 | NA | NA | 2.49 | 0.75 | 5.18 | 5.44 | 2.67 | 4.95 | 1.74 | 1.21 | 0.32 | 2.70 | 2.55 | 2.21 | 4.77 | 1.36 | 0.72 | 0.79 | 1.67 | 1.50 | 3.24 | 5.01 | 3.50 | 1.44 | 0.85 | 1.05 | 1.60 |
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 - Optimal Moderate |
-8.51%
Feb 2006 - Feb 2009 |
-2.24%
Feb 2004 - Feb 2009 |
3.31%
Dec 2001 - Dec 2011 |
4.17%
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 - Optimal Moderate |
16.47%
Dec 2018 - Dec 2021 |
13.30%
Feb 2009 - Feb 2014 |
9.74%
Sep 2011 - Sep 2021 |
8.83%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart