Performance Comparison
Portfolio Performance Comparison
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2020.
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Strategic Asset Allocation - Optimal Moderate | NA | 1.93% | 2.11% | 2.02% | 5.59% | 5.67% | NA | 6.09% |
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Strategic Asset Allocation - Optimal Moderate | 12/31/2000 | 08/28/2020 |
The return data shown below all delayed by 3 months. Their latest dates are all the same: 05/29/2020.
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 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | 2004 | 2003 | 2002 | 2001 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return (%) | 1.52 | 1.93 | 2.11 | 2.02 | 5.59 | 5.67 | NA | 6.09 | 4.25 | 13.66 | -4.91 | 6.08 | 4.76 | 0.35 | 2.16 | 14.98 | 8.16 | -1.05 | 18.88 | 24.88 | -26.03 | 16.98 | 11.18 | 10.50 | 10.77 | 16.09 | -0.72 | 4.23 |
| Sharpe Ratio | NA | 0.38 | 0.38 | 0.38 | 0.61 | NA | NA | 0.52 | 0.23 | 2.05 | -0.69 | 1.11 | 0.60 | 0.04 | 0.23 | 2.16 | 1.16 | -0.07 | 1.64 | 1.57 | -1.33 | 1.44 | 0.97 | 1.40 | 1.48 | 2.11 | -0.20 | 0.24 |
| Standard Deviation(%) | NA | 14.49 | 10.37 | 9.24 | 9.44 | NA | NA | 10.33 | 17.39 | 5.97 | 9.02 | 4.90 | 7.65 | 8.27 | 9.48 | 6.91 | 6.97 | 14.41 | 11.45 | 15.76 | 20.29 | 9.72 | 8.11 | 5.95 | 6.66 | 7.29 | 9.11 | 7.92 |
| Draw Down(%) | NA | 19.93 | 19.93 | 19.93 | 19.93 | NA | NA | 39.31 | 19.93 | 2.71 | 11.48 | 3.23 | 5.90 | 8.30 | 6.91 | 5.92 | 5.40 | 15.74 | 7.67 | 16.69 | 34.34 | 6.22 | 9.79 | 3.92 | 6.31 | 7.49 | 12.11 | 9.56 |
| Yield(%) | NA | 0.88 | 1.68 | 2.01 | 2.79 | NA | NA | 2.99 | 0.17 | 1.12 | 3.99 | 0.13 | 1.01 | 4.45 | 7.41 | 3.98 | 1.84 | 2.13 | 3.16 | 1.61 | 3.27 | 5.56 | 3.96 | 2.81 | 2.74 | 2.01 | 2.09 | 3.44 |
Performance Comparison Chart
Annualized Rolling Returns Comparison (Minimum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Strategic Asset Allocation - Optimal Moderate |
-6.36%
Feb 2006 - Feb 2009 |
0.24%
Feb 2004 - Feb 2009 |
4.12%
Oct 2007 - Oct 2017 |
5.14%
Mar 2005 - Mar 2020 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Dana Wallboard Supply, Inc 401(K Profit Sharing Plan) Strategic Asset Allocation - Optimal Moderate |
20.04%
Feb 2009 - Feb 2012 |
15.93%
Feb 2009 - Feb 2014 |
9.13%
Feb 2009 - Feb 2019 |
7.62%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart