Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate | NA | 24.54% | 5.74% | 9.60% | 6.77% | 7.36% | 6.62% | 7.29% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES 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 (%) | -1.21 | 24.54 | 5.74 | 9.60 | 6.77 | 7.36 | 6.62 | 7.29 | NA | 7.39 | 18.12 | -10.28 | 8.51 | 20.30 | 18.95 | -4.53 | 9.56 | 4.13 | -2.14 | -0.60 | 14.14 | 12.83 | -1.57 | 13.88 | 27.81 | -26.79 | 9.29 | 11.51 | 8.20 | 12.70 | 19.48 | -1.97 | 11.72 |
| Sharpe Ratio | NA | 0.25 | 0.08 | 0.48 | 0.49 | NA | NA | 0.50 | 0.06 | 0.09 | 1.66 | -0.90 | 0.87 | 1.15 | 2.62 | -0.63 | 1.78 | 0.44 | -0.25 | -0.08 | 2.02 | 1.59 | -0.10 | 1.21 | 1.45 | -1.18 | 0.65 | 1.18 | 0.88 | 1.50 | 2.00 | -0.28 | 1.09 |
| Standard Deviation(%) | NA | 8.65 | 10.24 | 11.95 | 10.11 | NA | NA | 11.21 | 7.18 | 8.71 | 8.37 | 12.97 | 9.80 | 17.38 | 6.71 | 9.29 | 5.01 | 8.85 | 8.77 | 7.23 | 7.00 | 8.03 | 15.39 | 11.40 | 19.15 | 23.56 | 9.63 | 6.97 | 6.85 | 7.85 | 9.39 | 10.99 | 8.63 |
| Draw Down(%) | NA | 5.87 | 15.36 | 20.70 | 20.70 | NA | NA | 40.23 | 0.55 | 5.78 | 7.58 | 15.80 | 5.69 | 20.70 | 3.45 | 11.48 | 3.60 | 8.26 | 9.14 | 6.54 | 6.72 | 7.14 | 16.03 | 8.72 | 18.40 | 38.24 | 6.35 | 7.27 | 4.11 | 5.11 | 7.33 | 16.49 | 8.62 |
| Yield(%) | NA | 4.37 | 4.50 | 4.41 | 3.99 | NA | NA | 4.20 | NA | 0.79 | 4.47 | 2.05 | 6.72 | 3.59 | 5.25 | 5.27 | 0.55 | 2.98 | 6.24 | 2.69 | 2.99 | 5.24 | 1.78 | 3.90 | 3.72 | 4.05 | 4.09 | 6.22 | 3.01 | 5.00 | 4.47 | 3.38 | 8.15 |
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 |
|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
-8.19%
Feb 2006 - Feb 2009 |
-1.11%
Feb 2004 - Feb 2009 |
3.92%
Feb 2006 - Feb 2016 |
4.29%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| GAVILON 401KPLAN FOR UNION EMPLOYEES Strategic Asset Allocation - Equal Weight Moderate |
19.78%
Feb 2009 - Feb 2012 |
16.00%
Feb 2009 - Feb 2014 |
8.79%
Feb 2009 - Feb 2019 |
9.19%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart