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 - Optimal Moderate | NA | 22.95% | 1.96% | 6.03% | 5.22% | 7.19% | 6.55% | 6.44% |
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 - 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 (%) | -0.92 | 22.95 | 1.96 | 6.03 | 5.22 | 7.19 | 6.55 | 6.44 | NA | 6.61 | 11.89 | -15.04 | 9.75 | 14.41 | 17.38 | -6.45 | 11.14 | 5.45 | -1.26 | 7.08 | 13.68 | 15.77 | -1.11 | 16.02 | 26.81 | -26.77 | 12.11 | 11.72 | 5.89 | 13.79 | 20.06 | -9.02 | 2.31 |
| Sharpe Ratio | NA | 0.14 | -0.29 | 0.21 | 0.34 | NA | NA | 0.42 | 0.01 | 0.00 | 0.89 | -1.28 | 1.16 | 0.85 | 2.54 | -0.91 | 2.51 | 0.67 | -0.16 | 1.07 | 1.82 | 2.01 | -0.07 | 1.34 | 1.38 | -1.11 | 0.92 | 1.15 | 0.54 | 1.38 | 1.95 | -0.74 | 0.00 |
| Standard Deviation(%) | NA | 8.02 | 10.07 | 11.43 | 9.52 | NA | NA | 11.48 | 7.14 | 8.10 | 8.55 | 12.86 | 8.41 | 16.62 | 6.30 | 8.55 | 4.18 | 7.87 | 8.01 | 6.59 | 7.49 | 7.83 | 15.74 | 11.86 | 19.32 | 24.92 | 9.87 | 7.33 | 6.88 | 9.29 | 9.93 | 13.67 | 11.69 |
| Draw Down(%) | NA | 5.81 | 20.56 | 24.12 | 24.12 | NA | NA | 39.56 | 0.69 | 5.77 | 9.37 | 21.64 | 4.85 | 24.12 | 3.16 | 12.58 | 1.94 | 7.58 | 8.54 | 5.63 | 8.08 | 6.56 | 15.47 | 8.90 | 17.53 | 39.52 | 6.78 | 7.43 | 4.50 | 7.89 | 8.78 | 19.84 | 14.07 |
| Yield(%) | NA | 4.66 | 4.72 | 4.38 | 3.70 | NA | NA | 3.50 | NA | 0.52 | 5.13 | 3.31 | 5.20 | 4.62 | 3.04 | 4.13 | 0.51 | 2.96 | 4.14 | 3.91 | 5.17 | 3.36 | 2.68 | 2.58 | 2.56 | 3.06 | 5.91 | 5.61 | 3.32 | 3.67 | 1.87 | 0.81 | 2.50 |
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 - Optimal Moderate |
-7.84%
Feb 2006 - Feb 2009 |
-1.33%
Feb 2004 - Feb 2009 |
3.89%
Oct 2013 - Oct 2023 |
4.38%
Sep 2007 - Sep 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 - Optimal Moderate |
21.12%
Feb 2009 - Feb 2012 |
17.57%
Feb 2009 - Feb 2014 |
10.49%
Feb 2009 - Feb 2019 |
8.96%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart