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 Strategic Asset Allocation - Equal Weight Moderate | NA | 31.89% | 13.20% | 12.01% | 7.50% | 7.80% | 7.46% | 7.54% |
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 Strategic Asset Allocation - Equal Weight 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 (%) | -0.61 | 31.89 | 13.20 | 12.01 | 7.50 | 7.80 | 7.46 | 7.54 | NA | 18.67 | 20.79 | -3.36 | 12.40 | 13.39 | 11.83 | -5.57 | 7.48 | 2.82 | -0.32 | 6.93 | 9.50 | 9.61 | -0.09 | 11.14 | 29.77 | -23.09 | 10.69 | 13.70 | 8.43 | 12.07 | 24.09 | -5.73 | 1.72 |
| Sharpe Ratio | NA | 1.77 | 0.86 | 0.81 | 0.59 | NA | NA | 0.62 | 0.03 | 1.73 | 2.27 | -0.42 | 1.27 | 0.69 | 1.64 | -0.83 | 1.53 | 0.31 | -0.04 | 1.11 | 1.65 | 1.87 | -0.01 | 1.21 | 1.78 | -1.25 | 0.92 | 2.07 | 1.32 | 2.23 | 4.58 | -0.95 | -0.08 |
| Standard Deviation(%) | NA | 6.97 | 8.73 | 11.75 | 9.78 | NA | NA | 9.55 | 6.01 | 6.98 | 7.29 | 11.24 | 9.75 | 19.13 | 6.34 | 8.27 | 4.48 | 8.40 | 8.26 | 6.24 | 5.74 | 5.12 | 10.81 | 9.13 | 16.68 | 19.14 | 8.33 | 5.04 | 4.73 | 5.00 | 5.11 | 7.23 | 7.88 |
| Draw Down(%) | NA | 4.03 | 11.12 | 22.74 | 22.74 | NA | NA | 34.03 | 0.40 | 4.03 | 4.20 | 11.12 | 5.35 | 22.74 | 3.33 | 10.99 | 2.43 | 7.87 | 7.52 | 4.67 | 5.29 | 4.47 | 11.58 | 6.57 | 13.46 | 33.41 | 5.48 | 6.08 | 3.34 | 5.74 | 4.69 | 15.57 | 11.76 |
| Yield(%) | NA | 15.00 | 10.85 | 7.69 | 5.24 | NA | NA | 4.46 | NA | 4.55 | 14.36 | 7.86 | 5.50 | 3.29 | 2.60 | 3.64 | 0.66 | 2.91 | 3.99 | 2.99 | 4.35 | 3.12 | 2.56 | 2.38 | 2.54 | 4.82 | 7.52 | 6.05 | 4.02 | 3.40 | 2.74 | 2.72 | 4.10 |
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 Strategic Asset Allocation - Equal Weight Moderate |
-5.13%
Feb 2006 - Feb 2009 |
-0.19%
Mar 2015 - Mar 2020 |
3.35%
Mar 2010 - Mar 2020 |
4.39%
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 Strategic Asset Allocation - Equal Weight Moderate |
18.21%
Feb 2009 - Feb 2012 |
14.55%
Oct 2002 - Oct 2007 |
9.17%
Mar 2003 - Mar 2013 |
8.99%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart