Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Common | Inception |
|---|---|---|---|---|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | NA | -2.80% | 4.98% | 5.56% | 9.29% | 7.37% | NA | … | … |
Data as of 10/31/2018, Common starting date is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Moderate | 12/31/2000 | 12/31/2018 |
| Last 1 Week | 1 Yr | 3 Yr | 5 Yr | 10 Yr | 15 Yr | 20 Yr | Common | Inception | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.49 | -2.80 | 4.98 | 5.56 | 9.29 | 7.37 | NA | … | … | -4.37 | 12.18 | 5.73 | 3.64 | 6.27 | 18.78 | 16.52 | -1.34 | 13.20 | 23.73 | -24.61 | 10.33 | 11.56 | 9.65 | 11.52 | 23.40 | -4.12 | 4.10 |
| Sharpe Ratio | NA | -0.68 | 0.50 | 0.56 | 0.86 | NA | NA | … | … | -0.69 | 2.70 | 0.67 | 0.41 | 0.99 | 2.71 | 2.05 | -0.09 | 1.09 | 1.39 | -1.13 | 0.79 | 1.20 | 1.30 | 1.51 | 2.61 | -0.43 | 0.20 |
| Standard Deviation(%) | NA | 8.31 | 7.20 | 7.36 | 10.30 | NA | NA | … | … | 8.31 | 4.27 | 8.24 | 8.72 | 6.32 | 6.91 | 8.05 | 15.71 | 12.00 | 16.96 | 22.57 | 9.20 | 6.86 | 5.77 | 7.01 | 8.69 | 11.99 | 9.06 |
| Draw Down(%) | NA | 10.23 | 10.23 | 10.23 | 18.43 | NA | NA | … | … | 10.23 | 1.84 | 8.29 | 7.18 | 5.09 | 5.74 | 6.13 | 15.97 | 9.90 | 18.43 | 35.09 | 6.07 | 6.96 | 3.77 | 6.02 | 8.71 | 16.58 | 11.28 |
| Yield(%) | NA | 3.86 | 2.82 | 3.90 | 3.89 | NA | NA | … | … | 3.85 | 0.76 | 3.76 | 7.63 | 3.55 | 3.60 | 4.06 | 3.24 | 4.23 | 3.82 | 3.94 | 6.95 | 6.52 | 3.26 | 3.44 | 3.52 | 3.81 | 5.49 |
Data as of 10/31/2018, Common starting date is 12/31/2000
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Mod |
-6.95%
Feb 2006 – Feb 2009 |
-0.68%
Feb 2004 – Feb 2009 |
6.15%
Jan 2006 – Jan 2016 |
7.03%
Feb 2001 – Feb 2016 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| ALAMO IRON WORKS INC. LONG TERM SAVINGS 401K PLAN AND TRUST Strategic Asset Allocation – Optimal Mod |
19.04%
Feb 2009 – Feb 2012 |
16.98%
Feb 2009 – Feb 2014 |
9.78%
Nov 2008 – Nov 2018 |
9.07%
Jan 2003 – Jan 2018 |
Annualized Rolling Returns Comparison Chart