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 - Optimal Moderate | NA | 32.63% | 12.99% | 12.09% | 7.93% | 8.10% | 7.51% | 7.66% |
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 - Optimal 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 (%) | -0.69 | 32.63 | 12.99 | 12.09 | 7.93 | 8.10 | 7.51 | 7.66 | NA | 19.09 | 21.07 | -4.34 | 11.37 | 14.96 | 12.38 | -5.02 | 10.24 | 4.74 | -2.05 | 5.21 | 12.52 | 10.91 | -2.83 | 11.78 | 26.87 | -25.48 | 9.81 | 13.47 | 10.78 | 14.06 | 24.94 | -8.40 | 4.98 |
| Sharpe Ratio | NA | 1.82 | 0.84 | 0.82 | 0.63 | NA | NA | 0.54 | 0.08 | 1.70 | 2.35 | -0.48 | 1.19 | 0.79 | 1.45 | -0.71 | 2.22 | 0.54 | -0.25 | 0.80 | 1.85 | 1.41 | -0.19 | 0.98 | 1.33 | -1.12 | 0.72 | 1.50 | 1.51 | 1.86 | 2.94 | -0.88 | 0.27 |
| Standard Deviation(%) | NA | 7.32 | 9.13 | 11.72 | 9.90 | NA | NA | 11.14 | 6.08 | 7.35 | 7.15 | 12.04 | 9.53 | 18.58 | 7.59 | 8.86 | 4.33 | 8.34 | 8.44 | 6.53 | 6.75 | 7.71 | 15.35 | 11.93 | 20.18 | 23.59 | 9.44 | 6.78 | 5.72 | 7.04 | 8.26 | 10.84 | 9.96 |
| Draw Down(%) | NA | 4.67 | 12.09 | 21.06 | 21.06 | NA | NA | 40.16 | 0.41 | 4.67 | 4.28 | 12.27 | 5.57 | 21.06 | 3.87 | 11.85 | 1.89 | 7.76 | 8.50 | 4.90 | 5.57 | 6.74 | 16.24 | 8.76 | 18.41 | 37.00 | 6.13 | 8.95 | 4.30 | 6.73 | 7.88 | 19.11 | 12.76 |
| Yield(%) | NA | 15.98 | 10.88 | 7.47 | 5.15 | NA | NA | 4.05 | NA | 4.43 | 15.36 | 7.30 | 5.09 | 3.07 | 1.66 | 3.35 | 0.72 | 4.11 | 3.52 | 2.64 | 3.68 | 2.76 | 1.60 | 1.46 | 2.29 | 3.90 | 8.13 | 3.82 | 3.50 | 2.54 | 1.86 | 1.95 | 4.44 |
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 - Optimal Moderate |
-7.83%
Feb 2006 - Feb 2009 |
-0.27%
Feb 2004 - Feb 2009 |
3.80%
Mar 2010 - Mar 2020 |
4.10%
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 - Optimal Moderate |
19.74%
Mar 2003 - Mar 2006 |
15.56%
Oct 2002 - Oct 2007 |
9.22%
Mar 2003 - Mar 2013 |
9.47%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart