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 | Inception | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR |
|---|---|---|---|---|---|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate | 8.92% | NA | 25.66% | 6.52% | 7.28% | 8.14% | 9.42% | 9.97% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION 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 (%) | -1.14 | 25.66 | 6.52 | 7.28 | 8.14 | 9.42 | 9.97 | 8.92 | NA | 12.32 | 12.96 | -6.44 | 2.42 | 11.09 | 24.28 | 4.68 | 12.97 | 5.17 | 1.28 | 4.95 | 18.22 | 13.37 | 2.43 | 19.05 | 22.72 | 2.74 | 17.62 | 10.21 | 5.68 | 11.60 | 12.51 | -5.22 | -5.44 |
| Sharpe Ratio | NA | 0.76 | 0.25 | 0.29 | 0.57 | NA | NA | 0.74 | 0.09 | 0.62 | 1.03 | -0.63 | 0.21 | 0.58 | 3.00 | 0.27 | 2.27 | 0.59 | 0.14 | 0.62 | 2.48 | 1.74 | 0.17 | 1.82 | 2.41 | 0.30 | 1.39 | 1.07 | 0.53 | 1.44 | 1.43 | -0.92 | -0.67 |
| Standard Deviation(%) | NA | 9.21 | 10.17 | 12.57 | 10.91 | NA | NA | 9.80 | 5.45 | 9.29 | 8.47 | 12.36 | 11.41 | 18.68 | 7.63 | 12.59 | 5.45 | 8.45 | 9.26 | 7.90 | 7.34 | 7.64 | 14.50 | 10.41 | 9.39 | 5.97 | 10.50 | 6.50 | 6.68 | 7.40 | 8.27 | 6.87 | 11.51 |
| Draw Down(%) | NA | 5.97 | 11.91 | 20.95 | 20.95 | NA | NA | 20.95 | 0.34 | 5.97 | 7.79 | 12.54 | 8.81 | 20.95 | 2.99 | 13.70 | 2.06 | 7.68 | 8.10 | 6.93 | 5.94 | 5.42 | 14.68 | 6.42 | 4.35 | 5.01 | 6.21 | 5.99 | 4.02 | 4.96 | 6.40 | 8.83 | 18.88 |
| Yield(%) | NA | 4.71 | 4.94 | 5.29 | 7.69 | NA | NA | 0.00 | NA | 1.12 | 5.01 | 3.46 | 6.06 | 7.64 | 5.04 | 9.55 | 16.74 | 6.65 | 7.14 | 12.46 | 10.10 | 3.70 | 2.25 | 3.79 | 4.89 | 9.12 | 2.93 | 3.95 | 2.40 | 2.99 | 3.41 | 5.01 | 6.93 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate |
1.44%
Sep 2019 - Sep 2022 |
4.37%
Feb 2001 - Feb 2006 |
6.48%
Oct 2013 - Oct 2023 |
8.27%
Feb 2001 - Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION PLAN Tactical Asset Allocation Moderate |
17.04%
Mar 2009 - Mar 2012 |
15.88%
Feb 2009 - Feb 2014 |
12.33%
Mar 2003 - Mar 2013 |
11.26%
Sep 2003 - Sep 2018 |
Annualized Rolling Returns Comparison Chart