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 Strategic Asset Allocation - Equal Weight Moderate | 7.45% | NA | 28.25% | 7.55% | 11.48% | 8.73% | 8.65% | 7.96% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION PLAN Strategic Asset Allocation - Equal Weight 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 (%) | -1.13 | 28.25 | 7.55 | 11.48 | 8.73 | 8.65 | 7.96 | 7.45 | NA | 11.78 | 14.94 | -6.71 | 11.96 | 21.31 | 23.28 | -2.18 | 7.73 | 4.01 | 2.00 | 1.20 | 13.18 | 11.34 | 2.36 | 12.26 | 26.36 | -17.43 | 10.99 | 7.98 | 5.43 | 9.59 | 16.69 | -4.83 | -2.80 |
| Sharpe Ratio | NA | 0.70 | 0.25 | 0.60 | 0.63 | NA | NA | 0.59 | 0.05 | 0.56 | 1.24 | -0.62 | 1.32 | 1.06 | 2.90 | -0.31 | 1.48 | 0.43 | 0.21 | 0.16 | 2.14 | 2.20 | 0.24 | 1.62 | 2.03 | -1.06 | 1.13 | 0.76 | 0.61 | 1.43 | 2.29 | -0.65 | -0.50 |
| Standard Deviation(%) | NA | 9.21 | 10.49 | 12.72 | 10.90 | NA | NA | 9.85 | 10.66 | 9.24 | 8.65 | 13.00 | 9.04 | 19.90 | 7.54 | 11.36 | 4.78 | 8.90 | 9.60 | 7.61 | 6.13 | 5.13 | 9.89 | 7.51 | 12.96 | 17.37 | 7.06 | 6.23 | 5.31 | 6.07 | 6.99 | 9.20 | 10.22 |
| Draw Down(%) | NA | 6.50 | 12.72 | 21.11 | 21.11 | NA | NA | 28.89 | 0.91 | 6.50 | 6.57 | 13.13 | 4.24 | 21.11 | 3.04 | 12.70 | 3.04 | 7.96 | 7.24 | 6.63 | 5.39 | 3.53 | 10.00 | 5.70 | 13.20 | 28.89 | 3.89 | 6.12 | 3.29 | 5.05 | 4.66 | 12.26 | 13.18 |
| Yield(%) | NA | 5.35 | 4.39 | 4.54 | 4.79 | NA | NA | 4.50 | NA | 0.87 | 5.11 | 3.54 | 3.73 | 5.44 | 4.52 | 2.90 | 0.63 | 1.70 | 7.56 | 11.67 | 7.95 | 4.77 | 2.64 | 4.06 | 3.78 | 5.66 | 4.05 | 3.75 | 3.52 | 3.29 | 3.41 | 4.26 | 4.62 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-3.55%
Feb 2006 - Feb 2009 |
0.51%
Feb 2004 - Feb 2009 |
5.65%
Apr 2008 - Apr 2018 |
5.52%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.75%
Dec 2018 - Dec 2021 |
14.96%
Feb 2009 - Feb 2014 |
9.20%
Feb 2009 - Feb 2019 |
10.12%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart