Performance Comparison
Portfolio Performance Comparison
| Name | YTD Return | 1Yr AR | 3Yr AR | 5Yr AR | 10Yr AR | 15Yr AR | 20Yr AR | Inception |
|---|---|---|---|---|---|---|---|---|
| PANDUIT CORP. EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate | NA | 25.34% | 3.67% | 8.46% | 6.21% | 7.01% | 7.11% | 7.09% |
Data as of 10/31/2024, AR inception is 12/31/2000
More Performance Analytics Comparison
| Name | Start Date | End Date |
|---|---|---|
| PANDUIT CORP. EMPLOYEES` PROFIT SHARING 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 (%) | -0.97 | 25.34 | 3.67 | 8.46 | 6.21 | 7.01 | 7.11 | 7.09 | NA | 8.21 | 14.26 | -10.38 | 5.10 | 22.28 | 19.42 | -8.08 | 8.43 | 0.72 | 3.07 | 0.44 | 12.59 | 13.45 | -1.61 | 15.27 | 26.27 | -24.75 | 15.99 | 13.60 | 12.22 | 10.71 | 24.22 | -6.79 | 1.11 |
| Sharpe Ratio | NA | 0.38 | -0.02 | 0.43 | 0.43 | NA | NA | 0.52 | 0.11 | 0.20 | 1.35 | -1.00 | 0.55 | 1.25 | 2.76 | -1.01 | 1.25 | 0.06 | 0.35 | 0.06 | 1.85 | 1.80 | -0.11 | 1.44 | 1.65 | -1.27 | 1.59 | 1.54 | 1.95 | 1.26 | 3.09 | -0.83 | -0.12 |
| Standard Deviation(%) | NA | 8.19 | 9.33 | 11.47 | 9.81 | NA | NA | 10.31 | 6.26 | 8.22 | 7.42 | 11.75 | 9.21 | 17.61 | 6.52 | 9.30 | 6.22 | 8.09 | 8.68 | 7.33 | 6.78 | 7.44 | 14.34 | 10.56 | 15.87 | 20.26 | 8.19 | 6.70 | 5.14 | 7.73 | 7.63 | 9.54 | 9.97 |
| Draw Down(%) | NA | 6.36 | 18.03 | 21.60 | 21.60 | NA | NA | 36.49 | 0.33 | 6.35 | 6.81 | 18.17 | 7.44 | 20.99 | 3.01 | 14.46 | 4.84 | 9.18 | 8.85 | 5.27 | 6.98 | 6.06 | 15.37 | 8.13 | 16.68 | 34.18 | 5.18 | 8.31 | 3.44 | 7.62 | 7.32 | 17.10 | 14.41 |
| Yield(%) | NA | 3.96 | 3.84 | 4.25 | 4.57 | NA | NA | 4.15 | NA | 0.76 | 4.27 | 3.14 | 3.31 | 5.99 | 4.13 | 2.65 | 0.36 | 3.32 | 11.28 | 6.74 | 3.04 | 3.54 | 4.15 | 4.14 | 3.18 | 4.06 | 6.47 | 3.82 | 4.69 | 2.38 | 2.43 | 3.34 | 4.37 |
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 |
|---|---|---|---|---|
| PANDUIT CORP. EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
-4.71%
Feb 2006 - Feb 2009 |
0.77%
Dec 2013 - Dec 2018 |
4.17%
Oct 2013 - Oct 2023 |
4.12%
Sep 2007 - Sep 2022 |
Annualized Rolling Returns Comparison (Maximum)
| Ticker/Portfolio Name | 3 Year | 5 Year | 10 Year | 15 Year |
|---|---|---|---|---|
| PANDUIT CORP. EMPLOYEES` PROFIT SHARING PLAN Strategic Asset Allocation - Equal Weight Moderate |
19.50%
Feb 2009 - Feb 2012 |
16.10%
Sep 2002 - Sep 2007 |
10.34%
Mar 2003 - Mar 2013 |
8.58%
Feb 2009 - Feb 2024 |
Annualized Rolling Returns Comparison Chart