Select Page
Performance Comparison
Comparison Box

Portfolio Performance Comparison
Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
B and D RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate NA -3.23% 4.44% 4.87% 8.93% 6.85% NA 7.00%
Data as of 10/31/2018, AR inception is 12/31/2000
More Performance Analytics Comparison
Name Start Date End Date
B and D RETIREMENT AND SAVINGS PLAN 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 Inception 2018 2017 2016 2015 2014 2013 2012 2011 2010 2009 2008 2007 2006 2005 2004 2003 2002 2001
Annualized Return (%) 1.21 -3.23 4.44 4.87 8.93 6.85 NA 7.00 -5.01 12.15 4.84 3.18 5.65 16.50 15.62 -0.66 13.48 24.53 -23.34 8.91 11.09 9.56 10.01 11.39 5.25 2.75
Sharpe Ratio NA -0.77 0.42 0.49 0.83 NA NA 0.55 -0.77 2.73 0.57 0.37 0.87 2.29 1.96 -0.05 1.16 1.45 -1.07 0.68 1.13 1.33 1.32 2.61 1.01 0.08
Standard Deviation(%) NA 8.27 7.15 7.32 10.17 NA NA 10.05 8.27 4.22 8.16 8.57 6.45 7.18 7.95 15.35 11.52 16.87 22.71 8.70 6.92 5.55 6.84 4.11 4.11 5.34
Draw Down(%) NA 10.66 10.66 10.66 18.45 NA NA 37.31 10.66 1.86 7.64 7.64 5.18 6.35 6.27 15.08 9.35 18.45 35.13 5.29 7.03 3.66 5.45 4.23 2.87 3.38
Yield(%) NA 2.45 1.98 3.40 3.76 NA NA 4.23 2.44 0.38 3.08 6.88 4.23 4.15 4.16 3.36 4.35 4.17 4.63 5.33 4.38 2.87 2.98 4.78 6.87 7.12
Data as of 10/31/2018, 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
B and D RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate -7.11%
Feb 2006 - Feb 2009
-0.77%
Feb 2004 - Feb 2009
5.73%
Sep 2001 - Sep 2011
6.71%
Feb 2001 - Feb 2016
Annualized Rolling Returns Comparison (Maximum)
Ticker/Portfolio Name 3 Year 5 Year 10 Year 15 Year
B and D RETIREMENT AND SAVINGS PLAN Strategic Asset Allocation - Optimal Moderate 19.55%
Feb 2009 - Feb 2012
16.87%
Feb 2009 - Feb 2014
9.47%
Nov 2008 - Nov 2018
7.90%
Jan 2003 - Jan 2018
Annualized Rolling Returns Comparison Chart