Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate | NA | 19.94% | 2.83% | 6.88% | 6.16% | 7.73% | 8.71% | 8.76% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate | 12/31/2000 | 01/08/2025 |
| 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 (%) | -0.87 | 19.94 | 2.83 | 6.88 | 6.16 | 7.73 | 8.71 | 8.76 | NA | 7.14 | 13.69 | -10.48 | 5.87 | 15.07 | 18.31 | -6.19 | 12.70 | 6.25 | 0.59 | 5.06 | 18.17 | 12.60 | 1.98 | 14.77 | 21.39 | -0.55 | 12.89 | 14.58 | 9.35 | 14.13 | 15.66 | 4.54 | -0.33 |
| Sharpe Ratio | NA | 0.18 | -0.06 | 0.24 | 0.39 | NA | NA | 0.71 | 0.05 | 0.05 | 0.99 | -0.92 | 0.50 | 0.74 | 2.59 | -0.73 | 2.22 | 0.67 | 0.06 | 0.57 | 2.33 | 1.58 | 0.13 | 1.38 | 2.02 | -0.24 | 0.92 | 1.35 | 1.08 | 1.62 | 2.06 | 0.65 | -0.39 |
| Standard Deviation(%) | NA | 10.97 | 11.23 | 13.53 | 11.22 | NA | NA | 9.98 | 10.54 | 11.05 | 9.51 | 12.85 | 11.79 | 19.95 | 6.53 | 10.29 | 5.43 | 9.04 | 9.29 | 8.79 | 7.78 | 7.93 | 15.57 | 10.65 | 10.52 | 6.13 | 10.73 | 8.39 | 6.67 | 8.14 | 7.27 | 5.29 | 6.85 |
| Draw Down(%) | NA | 7.99 | 16.84 | 21.57 | 21.57 | NA | NA | 21.57 | 0.90 | 7.99 | 6.84 | 17.40 | 6.93 | 21.57 | 3.52 | 15.41 | 2.51 | 8.58 | 9.48 | 6.53 | 4.89 | 6.45 | 14.59 | 7.87 | 5.53 | 5.96 | 7.72 | 9.87 | 4.37 | 6.45 | 5.23 | 4.06 | 9.11 |
| Yield(%) | NA | 2.92 | 5.16 | 4.89 | 5.31 | NA | NA | 0.00 | NA | 0.90 | 2.89 | 3.44 | 9.20 | 5.82 | 3.88 | 3.51 | 7.40 | 5.52 | 6.07 | 6.92 | 5.32 | 3.70 | 1.81 | 4.98 | 3.08 | 8.36 | 4.91 | 5.35 | 4.53 | 4.80 | 3.80 | 5.45 | 6.04 |
Data as of 10/31/2024, 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 |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate |
1.13%
Apr 2021 - Apr 2024 |
2.77%
Sep 2017 - Sep 2022 |
4.87%
Oct 2013 - Oct 2023 |
6.87%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Profit Sharing Plan for Employees of Southwestern Stationery & Bank Tactical Asset Allocation Moderate |
16.29%
Apr 2003 - Apr 2006 |
14.59%
Feb 2009 - Feb 2014 |
12.45%
Jul 2003 - Jul 2013 |
10.89%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart