Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Strategic Asset Allocation - Equal Weight Moderate | NA | 20.77% | 0.65% | 4.54% | 4.62% | 6.60% | 6.60% | 6.69% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| Alloy Carbide Company 401K Profit Sharing 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 (%) | -0.81 | 20.77 | 0.65 | 4.54 | 4.62 | 6.60 | 6.60 | 6.69 | NA | 6.11 | 11.29 | -16.34 | 11.07 | 8.55 | 16.24 | -5.95 | 9.89 | 5.11 | 1.23 | 7.41 | 12.15 | 13.14 | -1.73 | 17.74 | 29.25 | -24.78 | 10.89 | 18.05 | 7.57 | 17.15 | 23.10 | -8.52 | 0.05 |
| Sharpe Ratio | NA | 0.02 | -0.40 | 0.09 | 0.28 | NA | NA | 0.44 | -0.06 | -0.07 | 0.91 | -1.42 | 1.44 | 0.53 | 2.56 | -0.90 | 2.20 | 0.65 | 0.16 | 1.19 | 1.57 | 1.63 | -0.11 | 1.25 | 1.37 | -1.04 | 0.66 | 1.96 | 0.71 | 1.84 | 2.43 | -0.75 | -0.21 |
| Standard Deviation(%) | NA | 7.29 | 9.49 | 10.72 | 8.97 | NA | NA | 11.51 | 5.94 | 7.36 | 7.72 | 12.51 | 7.70 | 15.61 | 5.79 | 8.08 | 4.22 | 7.56 | 7.64 | 6.19 | 7.70 | 8.05 | 15.60 | 14.13 | 21.33 | 24.71 | 11.93 | 7.54 | 7.59 | 8.83 | 9.22 | 12.80 | 10.62 |
| Draw Down(%) | NA | 4.92 | 20.58 | 24.37 | 24.37 | NA | NA | 39.72 | 0.67 | 4.70 | 8.86 | 22.09 | 4.29 | 24.37 | 3.19 | 11.13 | 2.69 | 6.27 | 7.60 | 5.12 | 8.40 | 7.12 | 16.15 | 10.85 | 17.50 | 36.65 | 7.94 | 4.20 | 4.51 | 10.59 | 7.50 | 19.21 | 15.14 |
| Yield(%) | NA | 4.13 | 4.13 | 4.03 | 3.60 | NA | NA | 3.64 | NA | 0.87 | 4.18 | 2.84 | 4.51 | 3.69 | 4.48 | 4.55 | 0.61 | 3.43 | 3.68 | 3.89 | 5.72 | 3.13 | 3.42 | 2.59 | 2.68 | 2.83 | 8.00 | 4.93 | 2.94 | 5.15 | 2.83 | 0.45 | 2.21 |
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 |
|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Strategic Asset Allocation - Equal Weight Moderate |
-6.12%
Feb 2006 - Feb 2009 |
0.74%
Sep 2017 - Sep 2022 |
3.42%
Oct 2013 - Oct 2023 |
4.07%
Oct 2007 - Oct 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| Alloy Carbide Company 401K Profit Sharing Strategic Asset Allocation - Equal Weight Moderate |
22.13%
Feb 2009 - Feb 2012 |
17.36%
Feb 2009 - Feb 2014 |
10.69%
Mar 2003 - Mar 2013 |
9.30%
Jan 2003 - Jan 2018 |
Annualized Rolling Returns Comparison Chart