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 - Optimal Moderate | 8.13% | NA | 29.62% | 5.14% | 11.21% | 9.30% | 9.68% | 8.95% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| UFCW LOCAL 1189 AND ST PAUL FOOD EMP DEFINED CONTRIBUTION PLAN Strategic Asset Allocation - Optimal 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 | 29.62 | 5.14 | 11.21 | 9.30 | 9.68 | 8.95 | 8.13 | NA | 12.09 | 15.44 | -12.93 | 16.71 | 25.69 | 22.46 | 2.62 | 6.55 | 5.26 | 1.67 | 6.30 | 17.41 | 13.08 | 2.44 | 10.58 | 29.14 | -21.90 | 14.18 | 9.32 | 8.77 | 14.16 | 23.36 | -13.05 | -6.22 |
| Sharpe Ratio | NA | 0.71 | 0.05 | 0.61 | 0.63 | NA | NA | 0.55 | 0.03 | 0.62 | 1.24 | -1.00 | 1.96 | 1.17 | 2.09 | 0.10 | 1.19 | 0.58 | 0.17 | 0.79 | 2.51 | 1.68 | 0.18 | 1.05 | 1.83 | -1.03 | 1.18 | 0.86 | 0.99 | 1.84 | 2.28 | -0.96 | -0.59 |
| Standard Deviation(%) | NA | 8.93 | 11.05 | 13.51 | 11.79 | NA | NA | 11.81 | 11.16 | 8.93 | 9.04 | 14.27 | 8.53 | 21.68 | 10.06 | 13.78 | 4.97 | 8.68 | 9.53 | 7.93 | 6.91 | 7.74 | 13.25 | 9.96 | 15.84 | 22.10 | 9.51 | 7.07 | 6.66 | 7.19 | 9.95 | 14.83 | 14.56 |
| Draw Down(%) | NA | 5.90 | 18.62 | 23.57 | 23.90 | NA | NA | 35.47 | 1.02 | 5.90 | 8.12 | 19.19 | 4.38 | 23.57 | 5.26 | 14.25 | 3.25 | 7.68 | 7.15 | 4.45 | 5.18 | 5.72 | 12.70 | 8.71 | 16.27 | 33.89 | 5.75 | 7.23 | 3.90 | 4.87 | 7.12 | 20.48 | 21.45 |
| Yield(%) | NA | 8.00 | 5.60 | 5.47 | 5.80 | NA | NA | 4.49 | NA | 0.94 | 7.61 | 4.26 | 4.11 | 8.25 | 1.96 | 9.14 | 0.49 | 2.14 | 7.25 | 12.06 | 3.46 | 4.01 | 2.58 | 3.98 | 3.58 | 4.00 | 3.69 | 4.11 | 3.44 | 2.98 | 2.89 | 3.12 | 3.33 |
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 - Optimal Moderate |
-5.00%
Feb 2006 - Feb 2009 |
0.99%
Feb 2004 - Feb 2009 |
6.23%
Feb 2001 - Feb 2011 |
6.26%
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 - Optimal Moderate |
21.56%
Dec 2018 - Dec 2021 |
16.91%
Feb 2009 - Feb 2014 |
11.75%
Sep 2011 - Sep 2021 |
11.44%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart