Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Tactical Asset Allocation Moderate | NA | 35.19% | 13.93% | 14.29% | 9.32% | 9.35% | 10.87% | 10.34% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN 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 (%) | -0.77 | 35.19 | 13.93 | 14.29 | 9.32 | 9.35 | 10.87 | 10.34 | NA | 21.59 | 26.17 | -5.25 | 11.94 | 17.65 | 17.41 | -7.13 | 12.46 | 4.68 | -2.23 | 4.91 | 13.56 | 12.91 | -1.10 | 10.63 | 22.87 | 2.44 | 19.64 | 18.32 | 15.28 | 18.43 | 20.14 | -3.49 | -3.54 |
| Sharpe Ratio | NA | 1.86 | 1.07 | 0.97 | 0.74 | NA | NA | 0.93 | 0.09 | 1.72 | 2.85 | -0.52 | 1.14 | 1.02 | 2.80 | -0.88 | 2.25 | 0.53 | -0.24 | 0.62 | 1.79 | 1.73 | -0.07 | 0.88 | 2.02 | 12.45 | 1.51 | 1.71 | 2.02 | 2.26 | 3.26 | -1.13 | -1.25 |
| Standard Deviation(%) | NA | 8.68 | 9.98 | 11.88 | 10.09 | NA | NA | 9.35 | 8.53 | 8.71 | 7.71 | 12.87 | 10.49 | 17.12 | 5.71 | 9.55 | 5.26 | 8.37 | 9.52 | 7.88 | 7.57 | 7.43 | 16.15 | 11.99 | 11.28 | 0.12 | 11.00 | 8.81 | 6.49 | 7.73 | 5.97 | 4.05 | 4.68 |
| Draw Down(%) | NA | 5.33 | 12.06 | 21.43 | 21.43 | NA | NA | 21.43 | 0.57 | 5.33 | 3.91 | 14.00 | 5.43 | 21.43 | 2.25 | 13.99 | 2.69 | 6.83 | 10.17 | 5.35 | 7.96 | 5.30 | 17.11 | 8.88 | 5.17 | 0.11 | 8.69 | 10.84 | 4.97 | 9.09 | 4.28 | 8.28 | 10.30 |
| Yield(%) | NA | 16.43 | 13.73 | 11.29 | 8.09 | NA | NA | 0.00 | NA | 8.21 | 21.83 | 7.76 | 3.62 | 4.47 | 13.64 | 4.14 | 5.86 | 3.62 | 6.09 | 3.90 | 3.47 | 4.11 | 2.15 | 5.27 | 4.15 | 2.55 | 6.41 | 8.75 | 3.88 | 3.22 | 2.68 | 4.11 | 3.04 |
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 |
|---|---|---|---|---|
| EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
0.86%
Mar 2017 - Mar 2020 |
1.02%
Mar 2015 - Mar 2020 |
4.30%
Mar 2010 - Mar 2020 |
6.80%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| EXCELLED SHEEPSKIN and LEATHER COAT CORPORATION 401K PLAN Tactical Asset Allocation Moderate |
22.25%
Oct 2004 - Oct 2007 |
18.64%
Mar 2003 - Mar 2008 |
14.51%
Apr 2003 - Apr 2013 |
11.57%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart